Approve a receipt and it is filed
One press and it is in your expenses under its truck and tax category, and in that truck’s cost per mile.
Step by step
- When drivers send receipts, Company expenses shows a button such as 3 expenses from drivers. Press it to open Expenses from drivers.
- Each card shows the driver, category, place, date and truck, with a badge: Driver’s own money or Company card or cash. Open Receipt to see the photo.
- Check or correct the Amount, Where, Category and Truck.
- Press Approve. It is recorded in your company expenses with its receipt, and money the driver paid themselves is paid back on their next settlement.
- If the broker may owe it back on a load, choose Bill to broker or Absorb instead.
- Not valid? Type the reason under Why not — the driver sees this and press Reject.
Set up first
Nothing.
Worth knowing
- A wrong amount is rejected with a reason, never edited: the driver sends it again.
- A driver’s receipt arrives, already read: amount, place, category and truck.
- Check it and press Approve.
- It is in the truck’s costs and on the right tax line.