Expense admin
Configure rates, approvers and starting (opening) mileage for the current financial year.
You don't have access. Expense admin is restricted to admin and senior roles.
Approvers & payer
Set the three key roles. Tony approves Zafar's claims and vice-versa — neither approves their own. Ben Spratley receives the approved payment list.
Email he logs in with.
Email he logs in with.
Receives the approved payment list and Amex log PDF.
Rates & deadlines
HMRC mileage rates and the company's expense submission cadence. Defaults follow HMRC and the briefing.
First 10,000 business miles per FY.
Thereafter.
Miles entered diverging from calculated by this % gets flagged.
Last day of the following month the user may submit (5 = window runs 1st – 5th inclusive).
Approvers must clear queue by close of business on this day.
4 = April (UK standard).
Per-user setup
Set each central/senior user's home postcode and the mileage already accumulated in this financial year (from the old system). Reset the YTD field every 1 April.
| User | Role | Home postcode | Opening mileage YTD | FY start ref |
|---|