Profile
Change password
Saved places
Names and addresses you can reuse on a custom start or end. District locations stay in the location list.
New Trip
Saved
Saved Trips
0- No trips saved yet. Add one from New Trips.
Fill Reimbursement PDF
How this works
Choose your date. This month selects the current month. Last month selects the previous month. Custom selects a custom date range.
Choose how you want your reimbursement form. Select Download filled PDF to get the reimbursement form as a PDF. Select Send for signature to email the filled PDF to yourself for a digital signature via Adobe Sign. After you sign, it goes to your supervisor to sign, then to Finance.
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Submitted Reimbursements
Submissions are the reimbursement forms that have been mailed for approval.
Your submissions
Signed for others
Connected accounts
Adobe Acrobat Sign
Acrobat Sign
Google Drive
Google Drive
Claims are filed to the Mileage claims archive in Google Drive. An admin connects it once by signing in as mileage@ipsb.education.
Sync files
File already-signed claims to Drive
Signed and finance-received claims sealed before Drive was connected can be filed to the archive. Claims already in Drive are skipped.
Connect Google Drive before filing already-signed claims.
Settings
The mileage rate applies to reimbursement totals and the filled PDF. Accounts live on Users.
Mileage rate
Waypoint uses this dollars-per-mile rate for reimbursement totals and the filled PDF. The State of Louisiana default is $0.725 until an Admin saves a different rate.
Current rate: $0.725 per mile
Trip fields
Show these fields on trip forms.
Map and odometer miles stay locked until this is on. Typed miles can still be edited.
Users
People who already have an account. Add someone before they sign in. Edit opens that person on their own screen.
Add an Employee
Name and email are required. Role, Reports To, and the profile fields below are optional.
Edit Employee
Trips
Trips this person saved. Pick a month, then download the same reimbursement PDF they would, or send that month for signature. Each calendar month is its own PDF. It shows up in Finance after Acrobat Sign reports that month signed, not when it is downloaded or emailed. Send for signature goes to this person, then their Supervisor, in Acrobat Sign. An open request for that month is cancelled first, and the signers are notified. A month already signed cannot be cancelled, so that agreement stays and a new request is sent. Finance does not sign there.
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- No trips in this date range.
Reports
You don't have access to Reports. Your trips stay on New Trip and Reimbursement.
Read-only trips for an Employee you supervise. Admins can open anyone. Trip data is one row per saved trip for the dates below, with the columns you leave on. The reimbursement form stays on that person's trips page.
Signature queue
Claims out for Acrobat signature. Open the packet in Acrobat Sign. Send back needs a comment. That is the only way those trips unlock. Finance does not sign.
No match.
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Trip data
One row per saved trip, for the Employee and dates above. Not the reimbursement form. One file covers the whole date range.
Choose at least one column.
Creates a spreadsheet in your Google Drive. Google asks permission to create that file only. Sign-in stays your IPSB account.
Loading trips…
- Select an Employee to see their trips.
Drive Audit report
Inbox
A month shows up here after Acrobat Sign reports it signed. Months still out for signature, or not sent yet, stay off this list. Download is the sealed PDF, signatures included. Finance does not sign. Mark Received when Finance has that signed form. That is an acknowledgement, not a signature. Deny is for a claim still waiting in the inbox. It asks for a reason. Denied claims are listed on Denied.
Export CSV includes claims Finance has marked received that have not been exported. A claim already exported as PDF stays out.
Dashboard
Reimbursements
Reimbursement total
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Reimbursements submitted
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