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Loading Named Locations for your Company
How are drivers paid for mileage reimbursement?
How do I upload multiple users at one time?
Can I change my insurance information after it's inputted?
What if my automobile Insurance company is not listed in the drop down menu?
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How to sign up with Kliks'
Salesforce CRM Integration
Events API Max Number of Requests per Second
Fixed and Variable Reimbursement (FAVR)
FAVR (Fixed And Variable Rate) Explained...
FAVR: Why is the Standard Vehicle different than the vehicle I drive?
Do I have to pay income taxes on FAVR reimbursements?
Driver requirements for FAVR compliance:
Reasons a FAVR participant is "out of compliance." (insurance minimums, vehicle age & tax liability)
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Android & iOS Mobile App
Settings for Android App
How do I download the Kliks mobile app?
How do I control when the Kliks mobile app records mileage?
Conserving Battery Usage on your Apple iPhone (iOS)
Which timezone will my trips be recorded in?
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ACH Funds Transfer / Reimbursement
Is my bank account information stored safely with Kliks?
Why is there a limit on business-use percentage when configuring my FAVR rate?
How to verify your Company Information to reimburse via ACH
Why do I need to submit Beneficial Owner information?
What is a Controller?
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New Customer Onboarding
What permissions does each Kliks user role have?
What happens to an employee's trip info if they leave the company?
Who can change deadlines for trip submissions, approvals and payment date?
Why does a company admin need to impersonate a user or manager?
What does CRM Match mean?
Reasons a manager might reject a trip?
As a manager, if I miss a deadline for approval, how do I rectify that?
Can I approve my own trips in a dual role (manager & user)?
Can another manager approve my team's trip submissions?
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Users (aka Drivers)
I received an invite from Kliks, what next?
'Please confirm your account' error message when logging in
What do the trip statuses mean?
What if I miss the trip submission deadline? Can I still submit my trips?
Can a user add a manual trip with dates that are from a prior payment period?
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Help Desk Software