Reviewing mileage is part of running a reimbursement program. But when you're working through dozens, hundreds, or even thousands of trips, finding the few that need a closer look can take longer than it should.

That's why we've introduced configurable flags and improvements to Approvals in the Cardata Portal.

These updates help you find unusual activity faster, focus on what needs attention, and move through approvals with less manual work.

What Changed?

Mileage and payments approvals now enable reviews at both the trip and driver level, along with configurable trip flags that automatically highlight activity that may need additional review.

Instead of digging through submissions looking for exceptions, you can set rules that automatically flag trips based on the criteria that matter most to your program.

Available flags at the trip and driver levels include:

• Duplicate trips that occur at the same time
• Manual trips and adjustments that exceed a set threshold
• Total mileage that exceeds a pay period limit
• Individual trips that exceed a program-defined mileage limit
• Trips that occur outside of a configured work schedule

Because every organization operates differently, these flags can be customized to fit your program.

We've also introduced new ways to review mileage, giving your team more flexibility in how approvals are managed.

View By Trips

The Trips view helps managers and administrators focus on the submissions that need attention first.

Managers and Administrators can:

• Review flagged trips first, with a clear explanation of why each trip was flagged
• Approve or reject individual trips or in bulk
• Provide rejection reasons that are shared directly with employees
• Filter trips by type, driver status, and more to create a customized workflow

View By Driver

Need a complete picture of a driver's activity?

The Driver view gives Managers and Administrators a complete view of each driver's submitted mileage during a pay period.

Managers and Administrators can:

• Review all trips submitted by a driver during a pay period
• See how approved mileage affects the driver's reimbursement
• Filter by trip type, driver status, and more
• Track final payment approval progress

View By Manager

The Manager view gives Administrators a look into approval progress across their organization.

Administrators can quickly see:

• Which managers have completed their reviews
• Which approvals are still outstanding
• Where follow-up is needed before reimbursements are processed
• Upcoming approval deadlines, so nothing slips through the cracks

Why Does It Matter?

Most trips don't need extra attention. The challenge is finding the small number that do.

Whether it's a duplicate trip, a large manual adjustment, or activity outside expected work hours, those exceptions can be difficult to spot when you're reviewing a high volume of mileage.

Configurable trip flags bring those exceptions to the surface automatically. That means less time searching through submissions and more time reviewing the trips that actually need a decision.

How Does This Help You Do Your Job?

Mileage reviews shouldn't take more effort than necessary.

With configurable trip flags, you can quickly identify the submissions that deserve a closer look and move through routine approvals more efficiently.

Flagged trips can be sorted to the top of your queue, making it easier to prioritize reviews. You can also filter approvals by review status, mileage tracking method, division, business trip activity, and more. When additional context is needed, it's easy to click into a trip, understand why it was flagged, and review the details on a map. You can also approve or reject mileage in bulk at the driver level, helping reduce administrative work while maintaining visibility into the approval process.

The result is a faster, more organized review experience that helps you stay on top of approvals and keep reimbursements moving on schedule.

A Smarter Way To Review Mileage

Reviewing mileage isn't about spending more time looking at trips. It's about making sure the right trips get the right level of attention.

With configurable trip flags and enhanced Mileage Approval workflows, it's easier to spot exceptions, review mileage efficiently, and stay confident in the decisions you're making.

Less searching. More visibility. A simpler way to keep your program moving.