To assist you with meeting the requirements for Enhanced Revenue Reporting, Capture Expense can be set up with the following:
Mileage:
Mileage can be set up to calculate the shortest route distance instead of the quickest time.
To enable; go to Setup>Settings and tick Use shortest route instead of quickest for distance calculations.
Cumulative Mileage Bands:
Capture calculates cumulative mileage when a Draft claim is created. The Recalculate mileage rates on submission option is available to ensure the correct cumulative mileage band is applied to a claim at the point it is Submitted.
To enable; go to Setup>Settings and tick Recalculate mileage rates on submission
PPS Number:
Users PPS number can be recorded from Setup>People select a user, Edit, scroll down to the Personal Identifier field and complete.
Reporting:
To ensure that claims are submitted to the Revenue under the category labels recognised by the Enhanced Revenue Report, a dropdown list is available in the Category setup.
Go to Setup>Category select a Category and scroll down to the field: Revenue Reporting Category. Use the drop-down menu to select the relevant Revenue Category label. Save
Repeat on all Categories that are required for Enhanced Revenue Reporting.
Enhanced Revenue Report Export:
When Enable Subsistence Rates is enabled or a Revenue Report Category is selected on a Category, the additional Enhanced Revenue Report (Subsistence) tab will be displayed in the Accounting menu.
The Export tab displays ‘all’ expense claims.
The Enhanced Revenue Report (Subsistence) tab displays only the expense claims that need to be reported to the Revenue. They can be Exported in a JSON file format ready to upload directly into the Revenue site.
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