Kuripoti - CSV

Uber for Business hutoa hati nyingi za kuripoti ambazo zinaweza kusaidia mashirika katika upatanisho, kuripoti kodi na michakato ya utiifu wa ndani. CSV ni sehemu ya hati za kuripoti na huzalishwa kiotomatiki siku ya kwanza ya kila mwezi kwa miamala ya mwezi uliopita. Faili ya CSV inaweza kuwa kwa njia mbili tofauti:

  • CSV za kila mwezi: Ripoti ya kila mwezi ya CSV ina maelezo ya kina ya kila shughuli/ miamala ya mwezi mahususi na inaweza kupakuliwa kutoka kwa kichupo cha Malipo na pia kupatikana katika barua pepe pamoja na taarifa inayotumwa kila mwezi.
  • Ripoti za Shughuli: Ripoti ya shughuli kwenye ukurasa wa nyumbani ni mwonekano uliochujwa wa shughuli zinazochukuliwa kwenye akaunti kwa mfanyakazi/programu/mahali husika na ndani ya muda uliochaguliwa. Rejea hii ukurasa kwa maagizo ya kina juu ya kupakua ripoti ya shughuli.

Kufikia Faili ya CSV

CSV ya kila mwezi pamoja na taarifa PDF itatumwa kwa barua pepe kwa wasimamizi wote na wapokeaji taarifa kwenye akaunti ya biashara ya kwanza ya kila mwezi.

Kiungo cha kupakua CSV kitafanya kazi kwa siku 30, kisha faili inaweza kupakuliwa kwa kufuata maagizo yaliyo hapa chini:

  1. Ingia kwa biashara.uber.com
  2. Chagua Bili upande wa kushoto
  3. Chini Taarifa, pata mwezi unaofaa
  4. Bofya kwenye Pakua na kisha uchague kishale cha kupakua kando ya 'Transaction CSV' ili kupakua CSV ya kina ya miamala ya mwezi huo.

Ripoti ya shughuli inapatikana inapovutwa kwa mikono na inatumwa kwa barua pepe tu kwa mtumiaji anayechuja ripoti kwenye ukurasa wa nyumbani wa dashibodi ya biashara. Rejea hii mwongozo kwa maagizo ya kina juu ya kupakua ripoti ya shughuli.

Yaliyomo:

Sehemu/safu wima katika CSV za kila mwezi na ripoti za shughuli zitakuwa sawa. Zimeorodheshwa hapa chini kwa ufahamu bora:

  • Kitambulisho cha Safari/Kula: Kitambulisho cha Kipekee kinachohusishwa na safari/agizo/msafirishaji.
  • Muhuri wa Muda wa Muamala (UTC): Muhuri wa muda uliochakatwa katika UTC (Ukanda wa Saa Ulioratibiwa wa Universal) katika umbizo la DD/MM/YYYY HH:MM:SS. Muhuri wa muda wa ununuzi wa agizo unaweza kuwa tofauti na tarehe/saa ya kutuma ombi kulingana na wakati ambapo safari imerekodiwa kwa malipo. CSV za kila mwezi na ripoti za shughuli zinatolewa kulingana na ikiwa muhuri wa muda wa muamala upo katika mwezi uliochaguliwa au kipindi kilichochaguliwa mtawalia.
  • Tarehe ya Ombi (UTC): Tarehe ya ombi la safari/agizo/msafirishaji kwa kila UTC (Saa za Ulimwengu Zilizoratibiwa) katika umbizo la DD/MM/YYYY.
  • Muda wa Ombi (UTC): muhuri wa wakati wa ombi la safari/agizo/mjumbe kwa kila UTC (Ukanda wa Saa Ulioratibiwa wa Universal) katika umbizo la HH:MM:SS.
  • Tarehe ya Ombi (Ndani): tarehe ya ombi la safari/agizo/mtuma kwa kila saa za eneo katika umbizo la DD/MM/YYYY.
  • Muda wa Ombi (Ndani): muhuri wa wakati wa ombi la safari/agizo/msafiri kwa kila saa za eneo katika umbizo la HH:MM:SS.
  • Tarehe ya Kuacha (UTC): tarehe ya kukamilika kwa safari/agizo kwa kila UTC (Saa Zilizoratibiwa kwa Wote) katika umbizo la DD/MM/YYYY.
  • Muda wa Kuacha (UTC): safari/agiza/muhuri wa muda uliokamilishwa kwa kila UTC (Ukanda wa Saa Ulioratibiwa wa Universal) katika umbizo la HH:MM:SS.
  • Tarehe ya Kuacha (Ndani): tarehe iliyokamilika ya safari/agizo kwa kila saa za eneo katika umbizo la DD/MM/YYYY.
  • Muda wa Kuacha (Ndani): trip/agiza/courier muhuri wa muda uliokamilika kwa kila saa za eneo katika umbizo la HH:MM:SS.
  • Omba Kipengele cha Saa za Eneo kutoka kwa UTC: Saa za eneo kutoka UTC (kwa mfano, kwa India ni UTC +0530)
  • Maelezo ya mfanyakazi:
  • Maelezo chini ya sehemu zilizo hapa chini hutegemea mpango ambao safari/agizo linaangukia.
    • Kwa programu za usafiri/kula zilizoundwa kwenye akaunti ya biashara - Maelezo ya mfanyakazi
    • Kwa programu za Kati - Mratibu anafafanua ni nani anayeunda/anaomba usafiri wa kati kwa ajili ya wageni
    • Kwa programu za Vocha - Mratibu anafafanua ni nani anayeunda kampeni ya Vocha
    • Jina la kwanza: Jina la kwanza la mfanyakazi anayehusishwa na Shirika
    • Jina la mwisho: Jina la mwisho la mfanyakazi anayehusishwa na Shirika
    • Barua pepe: Anwani ya barua pepe ya mfanyakazi anayehusishwa na Shirika
    • Kitambulisho cha mfanyakazi: Kitambulisho cha mfanyakazi kinachotolewa kwa mtumiaji kinapoongezwa kwenye akaunti ya biashara (Si lazima)
  • 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

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