Managers
If Kliks is integrated with your CRM system (Salesforce, Microsoft Dynamics, etc.), Kliks will use the addresses from your CRM system (i.e., appointments) a...
Tue, 9 Nov, 2021 at 2:19 PM
The primary reason for rejecting a trip is that the trip is not a business related trip, thus should not be reimbursed. For more information: https:/...
Mon, 13 Sep, 2021 at 7:52 PM
A manager can approve a Receipt/Reimbursement (RC/RB) after the approval deadline for the current payment period. When this is done, the RC/RB is added incl...
Mon, 13 Sep, 2021 at 4:13 PM
No, a user cannot have more than one role. If a Manager submits trips, they must be approved by their Group Manager. A Manager cannot add him/herself to th...
Mon, 13 Sep, 2021 at 4:24 PM
Yes, another manager can approve your team's trip submissions if they are set as backup group manager for your group of users. Kliks refers to this as a...
Thu, 13 Oct, 2022 at 3:27 PM
Yes, all group managers will receive email notifications for trip approval, etc. for each payment period. For more information: https://www.kliks.io/
Mon, 13 Sep, 2021 at 7:59 PM
Overview When managers review and approve trips, Kliks automatically calculates the average stop duration between trips to help managers understand how lon...
Thu, 30 Sep, 2021 at 11:39 AM
Managers can assume the identity of the users they manage in Kliks in order to help them with questions or to perform certain actions on their behalf. Klik...
Fri, 3 Feb, 2023 at 11:09 AM