Creating Allowance Claims on Smaller Screens

Allowances are subsidies your transit agency grants its employees. For example, money for uniforms.

Employees can only submit allowance claims for amounts equal to or less than their remaining allowance balance. Fields shown on the Claim Allowance dialog depend on the selected allowance type.
  1. Select menu (), then Allowances.
    Current allowance balances appear at the top of the page.
  2. Optional: View previously created records:
    1. Filter records by Allowance Type.
    2. Select a From Date and To Date.
    3. Expand (Expand toggle.) allowance claim cards for more information.
      Allowance claim card showing the claim date, claim value, Allowance Type, Item, Quantity, Reference, Activity, Transaction Amount, Transaction Time, Balance, and a comment.
      A Credit is an Activity amount provided to you and a Debit is an activity amounts that you have claimed. The Adjust activity resets the value of the allowance. For example, if you are given a $500 allowance for tools every year and you have $100 left to use on December 31st, then on January 1st you could see an Adjust amount for $500 and a Tools balance of $500 (not $600).
  3. Select +Claim Allowance.
  4. Select an Allowance Type.
    Changing the allowance type may show new fields that need to be completed. For example, Item and Quantity.
  5. Optional: Enter the Reference.
    For example, an invoice or record number used by your agency. See your system administrator for more information.
  6. Enter the Transaction Amount.
    If the transaction amount is predefined, it can't be edited. Amounts that exceed your account balance can only be added by system administrators.
  7. Optional: Enter any Comments.
  8. Select Submit Claim.