Approving Mileage Claims

You will need 'Approver' permissions to access the approvals tab. 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. Once logged in your can find a list of the drivers who you approve. 

Drivers claims will the following status;

- No Entries Entered - The driver has not yet begun their claim for the month

- Mileage Entry in Progress - the driver has uploaded journeys but not yet completed their claim

- Pending - claim submitted - ready for approver to action

- Approved - claim approved

You can prompt a driver to complete their claim by clicking 'Alert' if they are at the status 'No Entries Entered' and 'Mileage Entry Pending'. To start the approval process click 'View'. You will not see the drivers journey in all status up to Pending. 

Within the Driver Approver screen click the Mileage Approval button to view the drivers submission:

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 tick 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 on the Driver Approver screen. 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 then return to the mileage summary page. Here you will need to approve cash spend entries via the Cash Spend Approval button- simply click into this screen and you can follow the same steps as journeys with approval icons. If there is nothing to approved then you can go back to the mileage summary page to complete the submission. Click the Approve Driver Submission button to complete the approval process.