Duty of Care is only available to ExpenseIn Enterprise customers. Please speak to your Account Manager or contact accountmanagement@expensein.com if you would like to discuss the feature or upgrade your account.
Note: You must be selected as a document approver in a Policy to access the Documents area. Please speak to an Account Administrator from your company if you need to be made a document approver.
As a document approver, you'll receive an email when a vehicle document is uploaded by one of your users. A red notification counter will also appear next to the Documents heading indicating how many documents you have to review.
How to view uploaded vehicle documents
To view documents awaiting your review, follow the below steps:
1. Navigate to the Documents area found at the top of the page.
2. Locate the document you want to view. You can use the filters available to refine the list of documents.
How to review uploaded vehicle documents
1. Navigate to the Documents area found at the top of the page.
2. Locate the document you want to view. You can use the filters available to refine the list of documents.
3. Click the three dots icon next to the document and select Review from the drop-down.
4. On the pop-up screen, click the link(s) to review the uploaded document(s).
5. Click Approve or Reject to approve or reject the vehicle document.
If you're happy with the document(s) uploaded by the user, click Approve.
If you're not happy with the document(s) uploaded by the user, click Reject. You'll be prompted to enter a rejection reason and send the document back to the user.
Note: Users are notified by email when one of their documents has been approved or rejected.
You'll need to have approved all the relevant vehicle documents before your users will be able to submit their mileage expenses where the Duty of Care policy rules are set to 'Block'.