HIFLYR

Is there any tutorial for the Fox Expense Reporting system anywhere other than insite FAQ? I have in a August Closed travel report a 1101.00 excess which should half and be available in the Sept to use. In Sept I had no DH's and slid a DH from the first of Oct. into Sept to take advantage of the full 550.00 from August before it is halved again. When I went submit the Oct expense report it did not show the 550.00 and said I will owe the company the DH amount. I submitted a INSITE report and received a short msg that I had to allow for a payroll deduction and then go back and somehow claim it back once the report is closed. Does this sound right? You simply cannot talk to anyone at FedEx about the FOX system.

busdriver12

I would not worry about it yet. It always takes awhile for the system to catch up. If, after a couple of months, things haven’t equalized out and you actually see that on your pay statement, I’d insite it. What you are describing is ops normal.

Adlerdriver

Insite replaced all the corporate knowledge that existed in the old tutorial. So, unfortunately there is no tutorial. I have yet to have an already asked question in the FAQs address my issue, so I always end up making a new Insite report.

But, to your DBA (Deviation Bank Allowance) question.......
The one thing to remember about DBA ops is you will never see it reflected in the final results of your monthly travel report at the bottom. Another is that until both expense reports (the one with the extra $$ and the one to which you want that extra to be applied) involved are closed, there will be no application of the DBA funds.

Once both reports for you (Aug & Sep) are closed, the system will automatically apply the appropriate amount from your Sep $550 to the expense you slid into Sep. Whatever is left will be halved again and available in Oct.

You can check on all this once the reports are closed by going to Travel Reports and selecting "view" under the "Bank Allowance" column. Select "History" in the box that opens and you'll see what has happened regarding any DBA application. Most likely you will see the amount you need in Sep applied from the $550, your remaining DBA at the top and "System" under the "By" column (i.e. the system applied the funds).

FYI, you can also apply the portion of your $550 DBA required to your Sep travel report manually by selecting "Transfer to Sep19".
- another window opens w/ your deficit at the top
Also, a running history of all previous months and any DBA they had.
Aug and it’s $550 DBA will be listed first
It will actually show $1100 with a “÷ 2” next to it.
Past months always show the original surplus with the progressive division (÷4, ÷8, ÷16, etc.) as each DBA is halved month over month.
There will be a blank box next to Sep where you have a pending deficit. You can fill in what you owe manually and click submit.
Returning to the initial Sep box and click “history”
You’ll see a line of info indicating the DBA application you just made.
If DBA is applied manually as I described above, the column shows your employee number under “By” instead of “system”.

Hopefully that helps.

Adlerdriver

A little more... When the extra money is in a future month. For example, you owe in Sep and will have extra in Oct
If you allow the system to apply your DBA and you submit your Sep travel report soon after Sep is over, whatever you owe will get payroll deducted. Once Oct closes and its surplus available, you’ll be reimbursed. This deduction/reimbursement cycle usually takes place over two paychecks. You can sometimes avoid this by manually applying your DBA.

Another option is to wait until the deadline for submitting the deficit month report. In your case (if your extra was in Oct instead of Aug), wait until the last weekend of the Oct bid month. Submit your Sep report, then as soon as Oct ends a couple days later submit its report. Now they should close fairly close together and the system will see both the deficit and DBA available to cover it. If you also manually apply the DBA, it’s unlikely you’ll get payroll deducted and have to wait 2 weeks to see your money. Maybe not worth it over a few hundred but if you owe thousands, it’s nice to have a way to avoid taking that pay hit.

PolicyWonk

These last two replies should be in the FAQs of Insight/Insite/Incite.

I will print them out for future reference.

Well done to you both and those who prodded you into publishing these insightful compendiums necessitated by the complexity of the subject matter.

Thank you.

LunkerHunter

1-855-339-6992 option 4 will get you to an expense report/auditor human being that *on occasion* can resolve an issue real-time with your expense report. In the event that they can’t fix it, they open up a non-Insite ticket to resolve the issue... I’ve had good luck with getting a very short turn around time on a few of these. fwiw

HIFLYR

Thanks for all the info!!

tennesseeflyboy

Don’t wait on anything to catch up , get your flight manager involved , at least that’s one person you can have a discussion with about your issues .......... it’s a ridiculous system in its own right