Your company may require you to add your vehicle documents to ExpenseIn before you're able to submit your mileage expenses. The documents you can upload are:
Business Insurance
Driving Licence
MOT Certificate
Vehicle Tax
Driver Declaration Form
To upload your vehicle documents, follow the steps below:
1. Go to My Expenses > Vehicle Documents.
2. Any previously uploaded documents will be listed, alongside the document's status and expiry date.
3. Click Upload Document to add a document.
4. Complete the required details in the New Vehicle Document window.
Document - Select the type of document you're uploading.
Expiry Date - Enter the expiry date of the document.
Note (optional) - Add any additional notes for your document approver if required.
Uploaded Files - Click the Add Files button to select the relevant file(s), then click the Open button to confirm your selection. You can add multiple files if required.
5. Click Submit once you've finished entering your document information.
6. Repeat from step 3 above for each vehicle document you need to upload.
Once your document has been approved by your company Finance team, you'll receive an email notification, and the Awaiting Approval status will change to Approved. You'll then be able to submit your mileage expenses.
If the status changes to Rejected, your company Finance team will have rejected the document with a note to explain the reason why.
Review the reason and make any relevant changes by clicking the Edit icon next to the document; or click the three dots icon, then Edit from the drop-down options.
Once you've made the required changes, click Resubmit to resubmit the document to your company Finance team for review.