Transport Claim will allow users to submit a transport claim based on distance and the rate setup in your account.
To set up, go to Configuration and look for the tab at the top. Click on it. You will see this page next:
Step 1: Put a tick in so that users will be able to see the transport claim form on their end.
NOTE: Even if the Transport Claim function has been enabled on your account upon request, you still need to enable this on your system.
Step 2: You can indicate the default unit (either Kilometers or Miles) in this field
Initially, you will be able to change from kilometer to mile and vice versa. But once the transport claim has been used with the default unit set, you will not be able to change it anymore.
Step 3: You can indicate the default categories for the two different transport claims into these fields
Step 4: You can choose to enable these options to allow users to edit the distance and rates
NOTE: If any of these options are ticked, users will be able to overwrite the system calculated distance and rates.
Step 5: Click on
Step 6: You can set up the rates by clicking on at the lower-left corner of the page
Step 7: A pop-up window will appear where you can indicate the start date, transport type, as well as the rate
- Start Date – will always show the current date
- Transport Type – you can set for either car or motorbike
- Rate per KM/Mile – input the rate you want the system to use as the basis for calculation
Step 8: Click on