Customers with a Pro or Payment+ licence can configure various settings for managing charging data.
In the Dashboard, select the desired settings under "Policy Management". The following options are available:
Billing deadline: Set the date by which company car drivers must submit their monthly receipts. We recommend the 10th of the month as the cut-off date.
Preferences: Choose which information should appear on receipts, e.g. names or vehicle details.
Mileage queries: Define a regular interval at which vehicle mileage should be requested. Available intervals: daily, weekly, bi-weekly, monthly, or bi-monthly.
Export customisations: Adjust the data fields included in the export to meet your internal requirements.
All settings under "Policy Management" are optional and can be adjusted at any time.
Note for Payment+ customers: Receipts submitted after the deadline you have set will no longer appear in the current consolidated invoice, but only in the consolidated invoice of the following month. It is therefore advisable to choose a sufficiently early cut-off date and to remind your drivers in good time.