Elaboración de informes: CSV

Uber para Empresas proporciona varios documentos de informes que pueden ayudar a las organizaciones en los procesos de conciliación, declaración de impuestos y cumplimiento interno. El CSV forma parte de los documentos de informes y se genera automáticamente el primer día de cada mes con las transacciones del mes anterior. El archivo CSV se puede presentar de dos formas diferentes:

  • CSV mensuales: El informe CSV mensual contiene información detallada de cada actividad o transacción del mes en cuestión y se puede descargar desde la pestaña Facturación. También se puede encontrar en el correo electrónico junto con el resumen de pagos que se envía cada mes.
  • Informes de actividad: El informe de actividad de la página de inicio es una vista filtrada de las actividades realizadas en la cuenta del empleado/programa/ubicación correspondiente y dentro del periodo seleccionado. Consulta esta página para obtener instrucciones detalladas sobre cómo descargar los informes de actividad.

Acceder al archivo CSV

El CSV mensual, junto con el resumen en formato PDF, se enviará por correo a todos los administradores y destinatarios del resumen de pagos a la cuenta de empresa el primer día de cada mes.

El enlace para descargar el CSV estará activo durante 30 días. Después, podrás descargar el archivo siguiendo las instrucciones que se indican a continuación:

  1. Inicia sesión en business.uber.com
  2. Selecciona Facturación en la parte izquierda
  3. Debajo de Resúmenes podrás encontrar el mes correspondiente
  4. Haz clic en Descargar y, a continuación, selecciona la flecha de descarga situada junto a "CSV de transacciones" para descargar el archivo CSV detallado de las transacciones de ese mes

El informe de actividad está disponible cuando se extrae manualmente y solo se envía por correo al usuario que filtra el informe en la página de inicio del panel para empresas. Consulta esta guía para obtener instrucciones detalladas sobre cómo descargar el informe de actividad.

Contenido:

Los campos o las columnas del archivo CSV mensual y de los informes de actividad serían los mismos. Se enumeran a continuación para una mejor comprensión:

  • ID del viaje/pedido de Uber Eats: Identificador único asociado al viaje, pedido o repartidor.
  • Registro de la hora de la transacción (UTC): Registro de la hora en que se procesó la transacción en UTC (zona horaria universal coordinada) en formato DD/MM/AAAA HH:MM:SS. El registro de la hora de la transacción de un pedido puede ser diferente de la fecha/hora de la solicitud y de la entrega, en función de cuándo se registre el viaje para su facturación. Los archivos CSV mensuales y los informes de actividad se generan en función de si el registro de la fecha y hora de la transacción se encuentra en el mes seleccionado o en el intervalo de fechas seleccionado, respectivamente.
  • Fecha de solicitud (UTC): Fecha en que se solicitó el viaje, pedido o repartidor en UTC (zona horaria universal coordinada) en formato DD/MM/AAAA.
  • Hora de solicitud (UTC): registro de la hora en que se solicitó el viaje/pedido/repartidor en UTC (zona horaria universal coordinada) en formato HH:MM:SS.
  • Fecha de solicitud (local): fecha en que se solicitó el viaje/pedido/repartidor en la zona horaria local en formato DD/MM/AAAA.
  • Hora de solicitud (local): registro de la hora en se solicitó el viaje/pedido/repartidor en la zona horaria local en formato HH:MM:SS.
  • Fecha de entrega o llegada a destino (UTC): fecha de finalización del viaje o pedido en la zona horaria universal coordinada (UTC) en formato DD/MM/AAAA.
  • Hora de entrega o llegada a destino (UTC): registro de la hora de finalización del viaje/pedido en la zona horaria UTC (hora universal coordinada) en formato HH:MM:SS.
  • Fecha de entrega o llegada a destino (local): fecha de finalización del viaje o pedido en la zona horaria local en formato DD/MM/AAAA.
  • Hora de entrega o llegada a destino (local): registro de la hora de finalización del viaje/pedido/repartidor en la zona horaria local en formato HH:MM:SS.
  • Ajuste de zona horaria de la solicitud con respecto a UTC: ajuste de la zona horaria con respecto a UTC (p. ej.: en India es UTC +0530)
  • Datos del empleado:
  • Los datos de los siguientes campos dependen del programa al que corresponda el viaje o el pedido.
    • En programas de viajes o de Uber Eats creados en una cuenta de empresa: detalles del empleado
    • En programas de Uber Central: el coordinador detalla quién crea o solicita el viaje de Uber Central para los invitados
    • En programas de cupones: el coordinador detalla quién creó la campaña de cupones
    • Nombre: Nombre del empleado asociado a la organización
    • Apellidos: Apellidos del empleado asociado a la organización
    • Correo electrónico: Dirección de correo electrónico del empleado asociado a la organización
    • ID del empleado: Identificador del empleado que se le proporciona al usuario cuando se lo añade a la cuenta de empresa (opcional)
  • 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

¿Podemos ayudarte con alguna otra cosa?