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We've created a step-by-step guide for you to learn how to use Contele Field Team Managerreimbursement easily and on your own!

You will learn how to:

Configure and understand the calculation method;
View and edit summary and detailed report;
How to use the app for reimbursement by KM and separately;
How to export the refund reports in Excel and PDF;

Read this walkthrough before using the system! That way, I guarantee you will be able to use it very easily!

Initial Refund Settings
In the side menu, go to Settings and then "Your company" .

In "Refund Settings" you can set all items related to refund:

Refund per kilometer driven: Enter the amount that will be refunded per kilometer driven. Use the Online Refund Calculator to get your value. This value will be considered the default for all Users of the team.
To use a different Reimbursement per mileage run value for a particular user, use the User Settings.
Delimit Maximum Distance for Check-in: Delimit, in meters, the acceptable distance for Check-in and Check-out.
Departure Point and Arrival Point: Will be the places considered, departure and arrival, for the refund calculation. Users will also be able to set the Departure and Arrival Point Locations through the app.

Refund Calculation Method
The Contele Field Team Manager system calculates the reimbursement based on the Best Route, between Visits .

If the User uses other routes, or leaves the route for private purposes, these kilometers are not considered by the system and are discarded in the Reimbursement Report.

The system considers the Point of Departure and Point of Arrival in calculating the refund.
How to Launch a Single Version Through the App
Through the application, the user can account for separate expenses for reimbursement.

At the beginning of the application, go to "New Release" , enter the expense amount.

The User will be able to:
Add Description*;
Enter a Type (Food, Fuel, Mail, Parking, etc.)
Determine whether it is Refundable or not;
*Link to a Visit;
And finally adding a Photo .

Click here and learn more about One-off refunds.

Reimbursement Report

Reimbursement per kilometer traveled and separate expenses are made available to the Manager in the Reimbursement Report .

To access the reports, simply access the Reports category on the left tab and click on Refund.

On the screen, you will find a consolidated view of your team's Reimbursement, segmented by KM and Individual. Within the single, type segmentation is used.

Tip: Click here and take a Tour through the Reimbursement Report.

How to Export Refund Reports

Also in the Refund Report , at the top of the screen, there is the option to Export Report .

The report can be exported in Excel (Detailed), CSV and PDF (Summary, with signature field).

Notice: The report will be sent in approximately 5 minutes to the email address provided.

Common Refund Errors

The refund calculation may be wrong for some reasons, the most common are:

Change in Location Address:
Did you change the address of any place you visited that day? In that case, you must also update the refunds as of that date.

If necessary, make a simple change to the sitemap pin and select the wrong option and refund date.

When validation of a Visit is done manually, the system has up to 4 hours to update the new information.

User Forgot to Visit :

If you forgot to make a Visit and want to add it to calculate in the Refund Report *, it's simple:

Go to the detailed Refund Report day, under the desired User;

Click on the "New Visit" button.

Add desired locations and a new route will be calculated for the refund report.

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Date of last article update: August 19, 2021
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