Do this at month end, or whenever finance needs the rides on the account.
Before you start. You must be the administrator of the business account. Today the export is produced by the account manager on request; the self-service export in the app is planned.
Steps
- Write to partners@guyway.gy from the billing email on the account.
- Name the month you need, or the date range.
- Say whether you want the CSV only, or the CSV with the receipts attached.
- Wait for the file. It arrives by email.
What happens next
The CSV has one row per ride: date and time in Georgetown time, rider name, pickup, drop-off, distance, fare, any adjustment, cost centre, project code, ride reference and payment status. The last row totals the fares. The invoice for the month matches the total.
Receipts are the same PDF receipts the rider received, one per ride, so an expense claim and the statement carry the same reference.
Note Once the export is in the app, the administrator will find it under Business, with the same columns. Check with GuyWay operations for the date the self-service export is expected.
If something goes wrong
| Problem | Likely cause | Fix |
|---|---|---|
| A ride is missing | It was paid on the rider's personal card | Ask the account manager to move it to the account |
| A cost centre is blank | The rider did not pick one at booking | Ask the rider, then ask the account manager to fill it in |
| The total does not match the invoice | An adjustment or a fee was added after the export | Request a fresh export |
| The file opens as one column | The spreadsheet did not split on commas | Open it with the import tool and choose comma as the separator |
Related: Set up a business account, Receipts, Fares explained