Turn it on
- Open Accounting > Fuel.
- Click Collect receipts: Off in the header.
- In Fuel receipts from drivers, turn on Collect fuel receipts from drivers and save.
Accounting > Fuel > Collect receipts: turn collection on.
From then on, drivers see Fuel receipts in the driver app and are asked for a photo of each fuel card receipt.
Every day
A receipt a driver sent, next to its details.
Driver receipts: every photo drivers sent. Find purchase matches it to a card purchase.
- The Receipt column shows which fuel purchases have a receipt. Filter by Receipt: Asked to see the ones you are still waiting for.
- Open a purchase to see its receipt next to it. No receipt yet? Click Ask the driver for the receipt. Can't read it? Click Ask for a new photo. The driver gets the request in the app, with your note.
- The Driver receipts tab lists every photo drivers sent. If a receipt is not matched to a card purchase, click Find purchase and pick it, or mark it No card purchase (cash, own card).
- You can also add a receipt yourself with Upload a receipt.
What the driver sees
The driver sends a receipt from the stop or from Missing docs: take the photo, pick the stop, send. In a sent or paid settlement, the driver can open Fuel Amount and see every fuel purchase the settlement deducted, with its receipt.
Good to know
- Drivers need the driver app on iPhone, version 1.11.6 or later. Ask them to update it from the App Store.
- Collecting receipts is off until you turn it on, and you can turn it off at any time.
