Between Clients
Travel between client locations during a work day. These claims are submitted when staff travel from one client to another. The table shows the destination client, travel date, shift time, distance traveled, and current status. These are submitted through the mobile app, during the clock-out flow.
With Client
Travel where the staff member transports the client somewhere. This tab shows claims for travel done as part of client services.
Claims Table
Both tabs display:
Staff member: Who made the claim (click to view details)
Destination: Where they traveled to
Travel date: When the travel occurred
Shift time: The associated shift period
Distance: Kilometers traveled
Status: Pending, Approved, or Rejected
Filtering
Use the filters to find specific claims:
Status filter: Show Pending, Approved, or Rejected
Distance filter: Filter by distance ranges (0-10km, 11-30km, etc.)
Date range: Filter by travel date
Search: Find by staff name, destination, or notes
Reviewing a Claim
Click on a staff member's name to open the claim drawer. You can view the full details, any notes provided, and approve or decline the claim.
Exporting
Click "Export CSV" to download the filtered claims as a spreadsheet for mileage reporting or reimbursement processing.