This new feature provides more control over the reimbursement process with improved filters, updated approval flow, and new parameters for reports by pay periods.
See Pay Periods and timelines in your Dashboard
The new Reimbursement page is taking over for the old Reports view. Reports are now mapped to specific Pay Periods and allow you to easily approve or reject reports according to your reimbursement policy. For manager-level users, the Reports page remains the same.
Improved Filters & Report Settings
We've made reports more organized by default - you can now even filter by compliance status within a pay period!
Also, drivers are prompted to only submit the trips for one pay period per report. If they submit their report late, their reimbursement will be issued the following pay period.
If they need to submit reports from a previous pay period, those past trips will be submitted in a second report so you can easily review those separately. We will also issue submission reminders to prompt them never to miss a deadline.
What Else is New?
- Approval Flow now lives on the Schedules page. Update Approvers and Payers on the Approvals and Deadlines section.
- You can now create and update your own Schedule in Team Settings (please contact your CSM if you have a FAVR schedule). Learn More
New Parameters for Pay Periods
When a driver submits a report, they'll only be able to include trips within a certain pay period if they are on a Reimbursement Schedule.
All reports must be submitted by your company’s submission deadline. If your report is submitted after the submission deadline, it will be marked as ‘late’ when reviewed by your manager and reviewed in the following pay period.
If you need to add trips to that report, you can click "unsubmit" and add new trips for that pay period. You can create a second report for the same pay period, but you'll first be prompted to add to the current report.
If you need to include past trips from an older pay period, you'll need to create a separate report.
See Your Deadlines
In the app, there will be a reminder before the report is due for each pay period. If the admin turns on SMS and email alerts, you may receive reminders. Let us know if you have any other questions! Your admins and our support team are here to help you anytime.