Approving Mileage Claims

You will need 'Approver' permissions to access the approvals page.

If you do not have these permission, or a member of your team is missing from your team please contact the Company Administrator of your account to get this updated. 

You can view the status of your group claims by clicking through any of the following areas below:

- Approvals tab through the main menu - allows you to view all claims regardless of status

- View Drivers - allows you to view all claims regardless of status 

- Status widgets - allows you to view only the claims as the specific status

Drivers claims will the following status;

- Not submitted - The driver has not yet submitted their claim for the month

- Awaiting Approval - The driver has submitted and the claim is awaiting your approval

- Awaiting 2nd Approval - The claim is approved by the 1st level approver, awaiting 2nd level, where applicable.

- Accepted - Claim approved

- Rejected - The claim has been rejected and is back with the driver to resubmit

You can prompt a driver to complete their claim by clicking 'Alert' if they are at the status 'Not Submitted'. 

To start the approval process click 'View'. You will not see the drivers journeys until they have submitted.

You will not see the drivers journeys until they have submitted. 

You can view the drivers claim as a summary by clicking through to approve the claim.

Click 'Mileage & Cash Spend Approval', you will then see the 4 steps to approve the claim.

From this screen you will see business journeys only (if the driver has protected their private journeys). You can choose to approve all by clicking the green 'Approve All' button at the top of the list. 

You can choose to query (?) or reject (X) individual trips if you believe these are inaccurate and individually approve journeys using the icons on the right hand side of the journeys:

To reject the claim and return the claim to edit mode for the driver to change the details and resubmit, you will need to enter your reason for the query/ reject then click Reject at the bottom of the claim. The driver will then receive an email with the details of what you have queried and will need to edit the journey and resubmit with the correct information. 

If you have approved all journeys, you will be able to click next to continue approving the claim. 

Here you will need to approve cash spend entries and the duty of care statement to fully approve the claim. 

Once approved, you will see the confirmation page and be able to move to the next approval.