Buy an earlier company year

The current company year’s sheets are free. To add sheets for an earlier company year, you buy that year for the person first. You pay once for each person and each year. Years go back seven full company years.

Before you begin

• You hold the Administrator role.
• Your company has an active subscription. A company on its free trial, or with a failed payment, cannot buy earlier years. See Start a subscription.
• The person has an Employment start date, and was employed in the year you want. Only those years are listed.
• Earlier years must be priced by MileageSheet, which is true from July 2015 in Ireland and April 2016 in the UK. This limit does not bite today.

Buy a year

1. Open People, choose Open on the person, and select the Sheets tab.
2. Choose Purchase previous years, to the right of the Monthly sheets heading. A window opens with each earlier year you can buy and its price.
3. Switch on each year you want. The Total updates as you go, and says whether tax is included. Choose Cancel to close the window without buying.
4. Choose Purchase. Stripe’s secure payment page opens.
5. Pay. When you return, MileageSheet says Confirming your payment until Stripe confirms it, usually in a few seconds. Do not pay again.

The year then shows Paid. with an Add this year button, below the sheets under Add sheets for a company year.

Add the year’s sheets

1. On the same tab, under Add sheets for a company year, choose Add this year on the paid year.

   The sheets appear under Monthly sheets as Draft, from the person’s employment start or the start of the company year, whichever is later, to the end of that year. Months that have already ended have no submission deadline.

2. Submit and approve them as usual. A sheet is submitted only when every earlier sheet in its company year is Approved, Processed or Expired. See Add sheets for a company year.

What to know

• A purchase does not expire. You can add the year later, delete a sheet and add it again, and nothing more is charged. If your subscription lapses, you can use the year again once it is active.
• A purchase belongs to that person and year. It cannot move to someone else.
• If the person leaves, the purchase and the sheets stay.
• A person you have bought a year for cannot be removed from the company.
• A refund is decided case by case. If you are refunded in full before you add the year, the year can no longer be added. Sheets you have already added are never removed.
• The charge does not change your subscription or your number of users.
• Your payment appears in Billing, in Transactions, with the type Earlier years. Choose Filter to show only those.

If something looks wrong

• “An active subscription is needed to buy earlier years.” This shows in the Purchase previous years window. Your company is on its trial or has a payment problem. Fix the subscription first.
• “Earlier years are not available yet.” No price has been set up for your country. Contact MileageSheet.
• Payment in progress appears while a payment is open. If you go back from the payment page, the purchase is cancelled for you and nothing is charged. If you close the tab instead, choose Cancel next to the year, or wait about half an hour. Then you can buy the year again.
• A company year is not listed if it ended before the person’s employment start, because there is nothing to add in it. The note in the Purchase previous years window says so.

Related tasks

• Add sheets for a company year
• Manage billing