In the mileage allowance report, you report your mileage allowance. You create claims and send them directly to payroll, or into Visma or Tripletex using the integrations.
How do I create a claim for mileage allowance?
- Go to Reports → Mileage allowance.
- Here you'll find all confirmed trips that are ready.
- By default, they are sorted by month. There are two ways to send a claim:
- Select the month you want to send and click
to the right of the claim.
- Expand the months the trips are in, check off the selected trips you want to send in a claim, and click
which appears above the list.
- Check that the number of trips and the total are correct.
- Enter the recipient's email, check the box to send to Tripletex/Visma, and click Create claim.
- Once this is done, the claim moves to the Started claims tab.
For mileage allowance, you can set up approval of claims. Read more about this here.
Started claims
What are started claims?
Here you'll find claims you've sent on for processing, payment or approval. Once your claim is approved or paid, you can move it on to Completed claims.
How can I get a copy of an already submitted claim?
In Started claims, you can download a copy of the claim as PDF or CSV. Click the icon
How can I quickly see the trips included in a claim?
Click the arrow to the left of the claim's name. This gives you an overview of the trips included.
Can I cancel a started claim?
If the number of trips included in the claim needs to be changed, you can cancel the claim. Click the icon on the right of the line. This puts all the trips from the claim back in Create claim.