Many customers asked for more visibility and control over your reimbursement process. We heard you and are excited to announce a new Reimbursement Schedule feature that puts you in the driver's seat.
The feature includes reminders for important actions and schedules for a regular cadence (as well as one-off reports).
Set Up How Often You Want Your Team to be Paid
On the Teams Dashboard, you can now set up your own reimbursement schedule by clicking Schedules under Team Settings where you can set up your own reporting frequency and assign it to an existing program. <Learn More
See Pay Periods and timelines in your Dashboard
The new Reimbursement page is taking over for the old Reports view. Once you've set up your Reimbursement Schedules, reports will be mapped to the specific Pay Periods you set up. You can now 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!
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. Remember, if you change or add a new manager, you’ll need to update your Approval Flow too. Learn More
- If you don't want reports scheduled on a regular cadence, choose "None" when creating a Reimbursement 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.