Checking the Settlement for Completeness
Before submitting, it is recommended to check all recorded trips and receipts as well as the expected payout amount.
Reviewing Trips, Receipts, and Payout Amount
Reviewing Trips
In the "Absences" tab, all recorded trips can be reviewed to check whether all details are complete and correct.
Before submitting the settlement, it is recommended to check the trip records within a travel period individually:
- Were the arrival and departure date and time correctly recorded for the individual day records? That is, days in between begin and end at 00:00 each.
- Were the kilometers driven with your own vehicle recorded correctly, and is the kilometer allowance calculated correctly?
- Are the meals that were provided correctly displayed in the "Fullfilled Conditions" column, and is the meal allowance calculated correctly based on these conditions?
- Is the overnight stay allowance displayed when the company did not cover the hotel costs?
Reviewing Receipts
In the "Receipts" tab, all uploaded receipts can be reviewed to check whether all receipts are present and correctly recorded.
Before submitting the settlement, it is recommended to check the individual receipt records:
- Are all details in the receipt record correct?
- Was the matching receipt uploaded to the record?
Reviewing Payout Amounts
The expected payout amounts of the individual items "Meal Allowance", "Overnight Stay Allowance", "Kilometer Allowance", and "Receipts" are displayed in the preview of the settlement.
Before submitting the settlement, it is recommended to check whether the totals of the individual items were calculated correctly.