報告 - CSV 檔案

Uber 企業版提供多種回報文件,可協助組織進行對帳、稅務申報和內部法規遵循流程。 CSV 檔案是報告文件的一部分,並會在每月的第一天自動為上個月的交易產生。CSV 檔案的格式有兩種:

  • 每月 CSV 檔案:每月 CSV 報告包含特定月份各項活動/交易的詳細資訊。您可以從「帳單」分頁下載,也可以在每月傳送的電子郵件中找到帳單明細。
  • 活動報告:首頁上的活動報告是所選時間範圍內各個員工/方案/地點的帳戶所進行活動的篩選視圖。如需下載活動報告的詳細說明,請參閱此頁面

存取 CSV 檔案

每月 1 號,我們會透過電子郵件將每月的 CSV 檔案和帳單明細 PDF 傳送給企業帳戶的所有管理員和帳單明細收件人

CSV 檔案的下載連結會在 30 天內有效,之後可按照以下說明下載檔案:

  1. 登入 business.uber.com
  2. 選取左側的帳單
  3. 在以下的帳單明細中,尋找合適的月份
  4. 按一下下載 ,後選取「交易 CSV」旁的下載箭頭,即可下載該月交易的詳細 CSV 檔案

手動擷取活動報告時,系統會顯示活動報告,且只會以電子郵件傳送給在企業控制台首頁篩選報告的使用者。 如需下載活動報告的詳細說明,請參閱此指南

目錄:

每月 CSV 和活動報告中的欄位/欄相同。以下列出這些資訊,以便進一步瞭解相關資訊:

  • 行程/Uber Eats ID:與行程/訂單/合作外送夥伴相關聯的唯一識別碼。
  • 交易時間戳記 (UTC):交易已處理的時間戳記,以 UTC(世界協調時間)表示,格式為 DD/MM/YYYY HH:MM:SS。訂單的交易時間戳記可能與叫車和送餐日期/時間不同,具體取決於記錄帳單的時間。每月的 CSV 和活動報告根據交易時間戳記是否分別屬於所選月份或日期範圍而產生。
  • 叫車日期 (UTC):行程/訂單/合作外送夥伴叫車日期,依 UTC(世界協調時間)顯示,格式為 DD/MM/YYYY。
  • 叫車時間 (UTC):行程/訂單/合作外送夥伴叫車時間戳記,依 UTC(世界協調時間)顯示,格式為 HH:MM:SS。
  • 叫車日期(當地時間):行程/訂單/合作外送夥伴叫車日期,依當地時間顯示,格式為 DD/MM/YYYY。
  • 叫車時間(當地時間):行程/訂單/合作外送夥伴叫車時間戳記,依當地時間顯示,格式為 HH:MM:SS。
  • 送達日期 (UTC):行程/訂單完成日期,依 UTC(世界協調時間)顯示,格式為 DD/MM/YYYY。
  • 送達時間(世界協調時間):行程/訂單完成時間戳記,依 UTC(世界協調時間)顯示,格式為 HH:MM:SS。
  • 送達日期(當地時間):行程/訂單完成日期,依當地時間顯示,格式為 DD/MM/YYYY。
  • 送達時間(當地時間):行程/訂單/合作外送夥伴完成時間戳記,依當地時間顯示,格式為 HH:MM:SS。
  • 叫車時區與 UTC 的時差:時區與 UTC 的時差(例如,印度是 UTC +0530 時區)
  • 員工詳細資訊
  • 以下欄位的詳細資訊取決於行程/訂單所屬的方案。
    • 針對在企業帳戶中建立的交通/Uber Eats 方案 - 員工詳細資訊
    • 對於 Uber Central 方案:為賓客建立/預約搭乘 Uber Central 的協調人
    • 對於抵用券方案 - 負責建立抵用券活動的協調人
    • 名字:與組織相關聯的員工名字
    • 姓氏:與組織相關聯的員工姓氏
    • 電子郵件地址:與組織相關聯的員工電子郵件地址
    • 員工 ID:新增使用者至企業帳戶時,使用者獲得的員工 ID(選填)
  • 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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