English
Expenses in the app
Where it is: Gastos. What you paid for the job and the mileage in your own vehicle.Plan: Expenses and mileage module.
Logging an expense
Registrar gasto (also from a ticket):
| Field | What it is |
|---|---|
| Tipo | Tolls, Parking, Parts, Meals, Lodging, Per diem or Other. |
| Importe | Amount. |
| Pagado con | Own money, company card or an advance. |
| Día | Day. |
| Comercio | Merchant (Caseta, tienda…). |
| Ticket de trabajo | Some expenses must be linked to a ticket (Sin ticket if not). |
| Comprobante | The receipt photo. Above a certain amount the policy requires it. |
| Nota | What it was for, if not obvious. |
Registrar dónde estoy ahora adds your location (the policy can require the expense to be near the site or your trail). Guardar borrador (save draft) or Enviar: the expense policy checks it on sending; you'll see the result here. Needs a connection.
Following an expense
The list groups your expenses by state. On each: the state, Observaciones de la política (policy notes), the Respuesta de revisión (review answer), the Comprobante (Tomar foto or Reemplazar) and the Historial.
| Action | When |
|---|---|
| Enviar a revisión | A draft. |
| Retirar | Withdraws it; it isn't paid. |
| Apelar el rechazo | Sends it back to review with your explanation and, if it was missing, the receipt. |
See Expenses for how they're checked.
Kilometraje (mileage)
Kilometraje: the days with trails recorded during your shift, with the km in your own vehicle.
- Reclamar a day sends it as a mileage claim, at your policy's rate.
- Marcar como incorrecto a trip that wasn't right (No fue un trayecto de trabajo, el GPS saltó en el túnel…): finance reviews it before paying that day. Quitar marca undoes it.
See Mileage.
Anticipos (advances)
The money you ask for to cover a job, and how each request is going. If your company funds you with advances:
- Pedir anticipo: Importe and Para qué es (what it's for: Casetas y comidas de la ruta a Querétaro…).
- Your dispatch reviews it; you'll see the answer here and in your notifications. Once deposited, you justify it with expenses and fill-ups paid with an advance.
- If money is left over, at period close you declare the return with your deposit reference.
You can Cancelar a pending request. See Funding.