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Budget and statements

Benefit statements

What the statement shows, where drivers find it, and the setting that emails it each month.

The Benefit Statement shows the driver's transactions for a period. It is always available in the app, under Profile > Vehicle & lease > Latest statement.

Periods

Four options at the top: 1 month, 3 months, 6 months and 12 months.

Contents

SectionContents
HeaderYour logo, name and ABN
DetailsAccount holder, vehicle, statement period, employer
SummaryThe total for the period
TransactionsGrouped by month, with filters by category

Download PDF gives the driver a copy, carrying the Statement logo set on Branding, or your App logo where none is set, with your name and ABN.

Settings that affect statements

SettingEffect
Monthly benefit statements (Settings)When on, each driver's monthly statement is emailed to them. Statements in the app are always available, whatever this setting. It is off by default, and cannot be switched on until the statement email template and a sender address with an enrolled domain are set up in Catch-e.
Support contact email (Settings)Printed on the statement
ABN (Settings)Printed in the statement header
Statement logo (Branding)Printed on the statement; the App logo is used where none is set

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