Claim types, codes and locations
Three lists sit beside Profile as tabs on the company page: Lists, References and Locations. People choose from them when they claim.
Before you begin
Section titled “Before you begin”- You hold the Administrator role.
Types are the labels on mileage and expense claims. A new company starts with the mileage type Business and the expense types Public transport, Parking and tolls and Other. The two subsistence types, Day and Overnight, come with the company.
- Open Company and select the Lists tab. The list shows Kind, Name and Status.
- To add one, choose New, pick the Kind (Mileage or Expense), enter a Name, and choose Save.
- To rename one, choose Rename. To stop people choosing it, choose Retire. Subsistence types can be renamed but not retired.
A retired type stays on claims that already use it.
Codes are reporting labels people can choose on a claim, for example a project. Metadata is optional detail stored with a code.
- Select the References tab and choose New.
- Enter the Code and, if you want, Metadata, then Save.
If Require code is ticked in Company settings, a claim cannot be saved without one. That is an error, not a warning.
Locations
Section titled “Locations”Locations are named places people can choose as an origin or as their normal place of work.
- Select the Locations tab and choose New.
- Enter the Name and the Address. The address is used on the map. A blank address is stored as no routeable address.
- Choose Save.
Locations then appear when you add a journey and when you set someone’s normal place of work.