Rapportering – CSV

Uber for Business leverer flere rapporteringsdokumenter, der kan hjælpe organisationer med afstemning, skatteindberetning og interne overholdelsesprocesser. CSV-filen er en del af rapporteringsdokumenterne og genereres automatisk den første i hver måned for transaktioner fra tidligere måneder. CSV-filen kan være på to forskellige måder:

• Månedlige CSV-filer: Den månedlige CSV-rapport indeholder detaljerede oplysninger om hver aktivitet/transaktioner for den pågældende måned og kan downloades fra fanen Fakturering og også findes i e-mailen sammen med den oversigt, der sendes hver måned.
• Aktivitetsrapporter: Aktivitetsrapporten på startsiden er en filtreret visning af de aktiviteter, der er foretaget på kontoen for den respektive medarbejder/ordning/sted og inden for den valgte tidsramme. Der henvises til dette side for at få detaljerede instruktioner om at downloade en aktivitetsrapport.

Sådan får du adgang til CSV-filen

Månedlig CSV-fil sammen med PDF-oversigt vil blive sendt til alle administratorer og oversigtsmodtagere på erhvervskontoen den første i hver måned.

Linket til at downloade CSV-filen vil være aktivt i 30 dage, hvorefter filen kan downloades ved at følge instruktionerne nedenfor:

1. Log på business.uber.com
2. Vælg Fakturering til venstre
3. Nedenfor Opgørelser, skal du finde den relevante måned
4. Klik på Download og vælg derefter downloadpilen ved siden af ""Transaktions-CSV"" for at downloade den detaljerede CSV-fil med den pågældende måneds transaktioner"

Aktivitetsrapporten er tilgængelig, når den hentes manuelt, og sendes kun via e-mail til den bruger, der filtrerer rapporten på startsiden i erhvervskontrolpanelet. Der henvises til dette vejledning for at få detaljerede instruktioner om at downloade aktivitetsrapporten.

Indhold:

Felterne/kolonnen i både månedlige CSV-rapporter og aktivitetsrapporter er de samme. De er angivet nedenfor for at få en bedre forståelse:

• Tur-/Eats-ID: Unik identifikator, der er knyttet til turen/bestillingen/buddet.
• Transaktionens tidsstempel (UTC): Tidsstempel for behandlet transaktion i UTC (Coordinated Universal Time zone) i formatet DD/MM/ÅÅÅÅ TT:MM:SS. Transaktionens tidsstempel for en bestilling kan være anderledes end anmodningen og afleveringsdatoen/-tidspunktet afhængigt af, hvornår turen registreres til fakturering. Der genereres månedlige CSV-filer og aktivitetsrapporter baseret på, om transaktionens tidsstempel falder inden for henholdsvis den valgte måned eller det valgte datointerval.
• Dato for anmodning (UTC): Dato for tur/bestilling/bud i henhold til UTC (Coordinated Universal Time zone) i formatet DD/MM/ÅÅÅÅ.
• Anmodningstidspunkt (UTC): tidsstempel for tur/bestilling/bud i henhold til UTC (Coordinated Universal Time zone) i formatet TT:MM:SS.
• Dato for anmodning (lokal): dato for tur/bestilling/bud i henhold til lokal tidszone i formatet DD/MM/ÅÅÅÅ.
• Anmodningstidspunkt (lokal): tidsstempel for tur/bestilling/bud i henhold til lokal tidszone i formatet TT:MM:SS.
• Afleveringsdato (UTC): Dato for fuldført tur/bestilling i henhold til UTC (Coordinated Universal Time Zone) i formatet DD/MM/ÅÅÅÅ.
• Afleveringstidspunkt (UTC): tur/bestilling/fuldført tidsstempel i henhold til UTC-tidszone (Coordinated Universal Time zone) i formatet TT:MM:SS.
• Afleveringsdato (lokal): dato for fuldført tur/bestilling i henhold til lokal tidszone i formatet DD/MM/ÅÅÅÅ.
• Afleveringstidspunkt (lokalt): tur/bestilling/bud gennemført tidsstempel i henhold til lokal tidszone i TT:MM:SS-format.
• Anmod om tidszoneforskydning fra UTC: Tidszoneforskydning i forhold til UTC (for Indien er det f.eks. UTC +0530)
• Medarbejderoplysninger:
• Oplysningerne i nedenstående felter afhænger af det program, turen/bestillingen hører under.
  • For rejse-/spiseordninger, der er oprettet på erhvervskonto – medarbejderoplysninger
  • For centrale ordninger – koordinatoren angiver, hvem der opretter/anmoder om den centrale tur til gæsterne
  • For kuponordninger – koordinatoren angiver, hvem der opretter kuponkampagnen
  • Fornavn: Fornavnet på den medarbejder, der er tilknyttet organisationen
  • Efternavn: Efternavnet på den medarbejder, der er tilknyttet organisationen
  • E-mail: E-mailadressen på den medarbejder, der er tilknyttet organisationen
  • Medarbejder-ID: Medarbejder-ID, der blev givet til brugeren, da den blev føjet til erhvervskontoen (valgfrit)

• Service: The Uber service related to the transaction (e.g.,Eats, UberX, Uber Comfort)
• City: The city in which the trip/order has been placed, (Mobility: It is the city on which the pickup has happened, Delivery: city on which the order is delivered)
• Distance (mi): Distance of the trip in miles from Pick-up point to drop-off point
• Duration (min): Duration incurred for the trip from pickup time to the drop-off (Rides : Pick-up point to Drop-off point, Eats : order pick-up point (store) to drop-off point).
• Pickup Address: The pick-up address for the respective trip/order.
• Drop-off Address: The drop-off address for the respective trip/order.
• Expense Code: The expense code employee/coordinator selects or enters while requesting the trip/order. (If any)
• Expense Memo: The expense memo (or purpose of the trip/order) employee/coordinator inputs while requesting the trip/order - this is a free text field added by the user. (If any))
• Invoices: URL of the Invoice, In case of multiple invoices - all URLs are shown separated by a character “|”.
• Program: The program name under which the respective trip/order is charged under the organization.
• Group: The group to which the employee is added to the organization’s u4b dashboard.
• Payment Method: Payment method used to pay for the U4B trips (e.g., Periodic, Pay Per Trip), and for credit/debit card transactions, it is the card type along with the last four digits of the card number.
• Transaction Type: Kind of transaction
  • Fare: The summary of the trip cost
  • Adjustment: If the trip cost was adjusted after its initial payment
  • Tip: Tip given for the trip/order
• Fare in Local Currency (excl. Taxes): Fare of the trip/order in local currency
• Taxes in Local Currency: Taxes applied to the order/trip in local currency
• Tip (Local Currency): Tip associated to the trip/order (If any) in local currency
• Transaction Amount in Local Currency (incl. Taxes): Total Transaction amount of the trip (fare, taxes and tip) in local currency in which the trip is taken.
• Local Currency Code: Local ISO3 Currency code (e.g., GBP, EUR, USD, INR) of the location where a trip or an order is taken
• Fare in Org Currency (excl. Taxes): Trip/order fare in the organization’s preferred currency (selected at the time of account creation & setup and dashboard is also made on the same).
• Taxes in Org Currency: Taxes levied on the trip/org in the organization’s preferred currency.
• Tip (Org Currency): Tip given on the trip/order in the organization’s preferred currency. (Please note that in some cases, tip may be charged along with the fare amount in a single transaction. In such cases, tip will not appear separately in the report. It will be part of the Fare)
• Transaction Amount in Org Currency (incl. Taxes): Transaction amount means either of the following depending on the transaction type (mentioned above)
  • Amount charged for a transaction against a trip or an order
    • Please note that there can be multiple transactions for a trip. For example, one transaction can be for the base fare (with transaction type Fare), second transaction can be an adjustment over the base fare and third transaction can be for any tip associated with the trip.
  • Aggregate charges such as Service Fee, Administrative Fee, Integration Fee, Voucher Creation fee etc.
  • Payments made by the or credits received, if any

• Estimated Service and Technology Fee (incl. Taxes, if any) in Org Currency: Service fee estimated for the trip/order (Only if applicable)
• Short Reference: Unique transaction reference for the trip/order auto generated by Uber system (only if applicable).
• Voucher Program: Program name of the Voucher Campaign to which the trip/order belongs to.
• Voucher Expense Memo: The expense memo given by coordinator when creating the Voucher.
• Voucher Link: Link to the Voucher used
• Voucher Policy: Policy associated with Voucher campaigns (Auto filled)
• Estimated Integration Fee: Fee - additional fee charged for third party client orders/trips (only if applicable).
• Integration Partner: Name of the third party vendor involved, for third party client orders/trips (only if applicable).
• Invoice Number: The number of the tax invoice generated for a trip/order. If there are multiple invoices generated for an order/trip, the invoice numbers are separated by the “|” character.
• Voucher Campaign Id: Unique Identifier of the voucher campaign
• Guest First Name: First name of the user taking a trip or an eats order. It is only applicable for voucher trips/order and arranged rides(Central).
• Guest Last Name: Last name of the user taking a trip or an eats order. It is only applicable for voucher trips/order and arranged rides(Central).
• Deductions in Local Currency: Discounts applied on the trip/order in local currency. Please note the transaction amount mentioned above is inclusive of this discount.
• Payment Account Name: Cost center associated with the trip (enabled by organization) (Only if applicable)
• Payment Account ID: Unique Identifier associated with the Payment Account Name (Only if applicable)
• Uber Charges (Local Currency): Uber charges associated with the trip/order’s in local currency, applicable only for Rides.
• Discounts on Uber Charges (Local Currency): Discounts applied on Uber Fees In local currency, applicable only for Rides.
• Uber Charges CGST (Local Currency): CGST charges applied on Uber fee (Only applicable for India), applicable only for Rides.
• Uber Charges SGST (Local Currency): SGST charges applied on Uber fee (Only applicable for India), applicable only for Rides.
• Uber Charges IGST (Local Currency): IGST charges applied on Uber fee (Only applicable for India), applicable only for Rides.
• Uber Charges HST/GST (Local Currency): HST/GST charges applied on Uber fee ( Only applicable for Canada), applicable only for Rides.
• Uber Charges QST (Local Currency): QST charges applied on Uber fee (Only applicable for Canada), applicable only for Rides.
• Uber Charges PST (Local Currency) : PST charges applied on Uber fee (Only applicable for Canada), applicable only for Rides.
• Total Taxes on Uber Fees (Local Currency): Total associated taxes on Uber Fee in local currency, applicable only for Rides.
• Total Uber Charges (Local Currency): Total Uber Charges (Uber Fee + Discounts on Uber Fee + Total taxes on Uber Fee), applicable only for Rides.
• Partner Charges (Local Currency): Partner charges associated with the trip/order’s in local currency. For Uber rides, partners are generally the transportation service providers. For Eats orders, partners are generally the restaurants providing food, applicable only for Rides.
• Partner Charges CGST (Local Currency): CGST charges applied on Partner charges in local currency ( only applicable for India), applicable only for Rides.
• Partner Charges SGST (Local Currency): SGST charges applied on Partner charges ( Only applicable for India), applicable only for Rides.
• Partner Charges IGST (Local Currency): IGST charges applied on Partner charges (Only applicable for India), applicable only for Rides.
• Partner Charges HST/GST (Local Currency): HST/GST charges applied on Partner charges(Only applicable for Canada), applicable only for Rides.
• Partner Charges QST (Local Currency): QST charges applied on Partner charges (Only applicable for Canada), applicable only for Rides.
• Partner Charges PST (Local Currency): PST charges applied on Partner charges (Only applicable for Canada), applicable only for Rides.
• Total Taxes on Partner Charges (Local Currency): Total associated taxes on partner charges in local currency., applicable only for Rides.
• Total Partner Charges (Local Currency): Total Partner Charges for the trip/order (Partner Fee+ Total taxes on Partner Charges) in local currency., applicable only for Rides.
• Other Charges (Local Currency): Miscellaneous (anything apart from existing fare breakdown) in local currency, applicable only for Rides.
• Total Charges (Local Currency): Sum of all the charges on the trip/order in local currency.
• Other Promotions (Local Currency): Any additional discounts or promotions, if applicable.
• Uber Charges Invoice#: Uber Charges Invoice Number
• Uber Charges Invoice Link: URL of the trip/order’s Invoice.
• Partner Charges Invoice: Invoice number of the partner charges
• Partner Charges Invoice Link: Link to the partner charges Invoice
• Network Transaction Id: Unique Identifier as assigned by the card networks (AmEx, Visa or Mastercard networks) for this transaction. This is only applicable for credit card transactions

If you need help, please contact support at business-support@uber.com