Settings
Profile
Security
Profile › Security
Two-step sign-in
Use either method, or both. You choose at sign-in.
Codes from an app like Google Authenticator.
We email a 6-digit code when you sign in.
Recovery codes left:
Turn on two-step sign-in
1. Scan this with an authenticator app.
Can't scan? Enter this key:
2. Enter the 6-digit code it shows.
Save your recovery codes
Use one if you lose your phone. Each works once. We will show these only once.
Turn on email codes
We sent a 6-digit code to your email. Enter it to confirm this email can get your sign-in codes.
Change password
Plan
Your plan is managed on the Waypoint website.
Mileage rate
Trip options
Both are off by default. Time is optional and never required to save. The Time switch is saved on this device; the Vehicle switch and your vehicles are saved to your account.
Vehicles
Forms
Saved places
Names and addresses you can reuse on a custom start or end. District locations stay in the location list.
Account
Profile › Account
Delete your account and all your data for good.
A Super Admin account can't be deleted here.
Delete your account
Profile › Account › Delete account
This deletes your account and all your trips, places and settings right away. All your data will be deleted and cannot be recovered. Export your trips first if you want a copy.
Super Admin
Look up a Waypoint user, disable or enable an account, and resend verification or reset emails.
Super Admin
Profile › Super Admin
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Only a Super Admin can use these tools.
Set up 2-step verification
Admin tools need an authenticator app code. First, confirm it's you.
Scan with your authenticator app
1. Scan this with an authenticator app.
Can't scan? Enter this key:
2. Enter the 6-digit code it shows.
Save your recovery codes
Use one if you lose your phone. Each works once. We will show these only once.
Enter your 2-step code
Enter the 6-digit code from your authenticator app, or a recovery code.
All accounts (read-only)
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No accounts match these filters.
| Account | Status | Created | Last sign-in | Trips | Miles | Plan dates |
|---|
- Sign-in
- Created
- Email verified
- Plan
- 2-step
- Data
Disable account
10 more characters needed (at least 10).
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Accounts and plans
In range
Trends
Aggregates only. Times are Central (Chicago).
New Trip
Saved
Saved Trips
0Trip saved
Showing 0 trips
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No trips saved yet. Add one from New Trips.
Fill Reimbursement PDF
Pick a month and download a PDF of your saved trips.
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. Send for signature starts the signing step your organization uses: you sign first, then your Supervisor. Finance will see your fully signed reimbursement in the Finance portal.
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Waiting for your signature
0Sign each month here, or send it back with a comment so the Employee can fix it.
Submitted Reimbursements
Months you have downloaded as a PDF.
Your reports
Downloading again rebuilds the PDF from your saved trips with your current mileage rate, so the total can differ if you changed the rate later.
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 the service account.
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.
Locations
Schools and other sites employees pick on a trip. Archived sites stay on this list and leave the trip form. Locations are archived, not deleted.
No locations to show.
Upload spreadsheet
CSV or XLSX, up to 1 MB and 500 rows. Preview is a dry run. Nothing is saved until you confirm.
Ferry
When this is on, a trip that crosses the river asks for the ferry or the drive around. East-bank sites come from each location's river bank.
Settings
Authentication
How people sign in. Pick one provider to see its fields and setup steps. Password and the Google client ID are the pieces this server already stores. The other providers are not connected yet.
Only the selected provider is shown.
People sign in with the email and password stored in Waypoint. The length rule is fixed in the app today.
Not connected yet. There is no setting to turn password sign-in off.
Setup steps
- Create the person on Users and choose password sign-in.
- They set a password of 8 to 200 characters.
- They sign in with that email and password.
The Google client ID below is saved with the accounts on this server. Turning Google on or off, and a test button that talks to Google, are not connected yet.
Not connected yet. No per-provider enable flag is stored.
Setup steps
- Open Google Cloud Console and pick the project for Waypoint.
- Go to APIs and Services, then Credentials.
- Create an OAuth client ID and choose Web application.
- Add this site as an authorized redirect.
- Paste the client ID into the field below and save.
Not connected yet.
Directory (tenant) ID from the Entra app overview.
Application (client) ID from that same overview.
Secret value from Certificates and secrets.
Setup steps
- Open the Microsoft Entra admin center.
- Go to App registrations and create Waypoint as a web app.
- Paste the redirect address this page will show once the connection exists.
- Copy the tenant ID, application ID, and client secret.
- Those fields cannot be saved until the server accepts them.
Not connected yet.
Your Okta org address, such as example.okta.com.
From the OIDC web app in Okta.
Stored on the server once a connection exists.
Setup steps
- In the Okta Admin Console, create an OIDC web app.
- Set the sign-in redirect to this Waypoint site.
- Copy the domain, client ID, and secret.
- Saving those values is not connected yet.
Not connected yet.
From the ClassLink app you add for Waypoint.
The matching secret.
Setup steps
- In the ClassLink Management Console, add a Waypoint app.
- Paste the redirect address.
- Copy the client ID and secret.
- Saving them is not connected yet.
Not connected yet.
From Clever Instant Login.
The matching secret.
Optional. Limits sign-in to one Clever district.
Setup steps
- Open the Clever dashboard and Instant Login.
- Add the redirect address.
- Copy the client ID, secret, and district ID.
- Saving them is not connected yet.
Not connected yet.
SAML
Where Waypoint sends people to sign in.
The issuer ID on the provider’s responses.
The provider’s public certificate.
OpenID Connect
Base address that publishes the provider’s discovery document.
From the OpenID Connect web app.
The matching secret.
Setup steps
- Add Waypoint as a SAML app, or create an OpenID Connect web app.
- Paste Waypoint’s reply address into that app.
- Copy the sign-in address, entity ID, and certificate, or the issuer, client ID, and secret.
- Saving them is not connected yet.
Forms
The PDF a claim is printed on. The Waypoint sheet is saved on this server. Custom uploads a fillable PDF and maps its fields.
Waypoint form uses the built-in mileage sheet. Custom is the upload-and-map flow.
Not connected yet. Choose a fillable PDF to use Custom.
The blank form whose field names get mapped. PDF only, 10 MB or smaller.
Field mapping
| PDF field | App data |
|---|---|
| employee_name | Person name |
| miles | Miles |
| amount | Amount |
| account | Funding code |
Signing
Who collects signatures. Waypoint e-sign is the default. Waypoint e-sign, Acrobat Sign, and print are saved. DocuSign, Dropbox Sign, and PandaDoc are not connected yet.
The connection fields below match this choice.
People sign in the app. No outside account.
Setup steps
- Choose Waypoint e-sign (the default).
- Employees and supervisors sign on the claim screen.
Acrobat Sign client ID, secret, and region are the fields further down this page. They save with the accounts form.
Setup steps
- Create an Acrobat Sign API application.
- Copy the client ID, secret, and region.
- Paste them into the Acrobat fields on this page and save.
People print the PDF, sign on paper, and file the scan.
Not connected yet.
From DocuSign Apps and Keys.
Created next to that integration key.
Not connected yet.
From Dropbox Sign settings.
Not connected yet.
From PandaDoc settings. Needs permission to create documents.
Storage
Claim PDFs stay on this server. Google Drive can also hold a copy. OneDrive and an offsite bucket are not connected yet.
This server
Documents are stored on the server. This stays on. It is not a switch.
OneDrive
Not connected yet.
Offsite backups
A scheduled copy in an S3-compatible bucket. Not connected yet. The backup card further down still runs the copy this server already knows how to make.
Not connected yet.
DigitalOcean Spaces, AWS S3, or Backblaze B2.
Regional address, with no path.
Bucket that would hold backup copies.
Key ID that may write to the bucket.
Secret paired with that key.
How often a new copy would be written.
How long old copies would be kept.
Maps
There is no Maps settings page and no key to paste here.
Maps: provided by Waypoint
Modules
Optional add-ons for this server. Each one is off until a super admin turns it on.
Outbound mail. Custom mail is used only when host, username, and password are all saved. Otherwise the built-in sender is used. The fields are just below.
Branding
Organization name, colors, and logos. The product name Waypoint and the line Miles made simple stay fixed. The domain for this server is on this same page.
Mileage rate
Dollars per mile. Totals and the printed form use this number. Past claims keep the rate they were filed with.
Trip fields
Extra questions on a trip, and whether a person may change miles the map already calculated.
Payments
The note sent when a direct deposit is recorded. Uploading the bank file stays in Finance, on the Payments chip.
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 standard rate is $0.725 until an Admin saves a different rate.
Current rate: $0.725 per mile
Payment email
This note is emailed when a direct deposit is submitted. It can use [amount], [name], [date], and [check]. It must include [amount].
Trip fields
Show these fields on trip forms.
Map and odometer miles stay locked until this is on. Typed miles can still be edited.
Locations
Schools and other sites employees pick on a trip. Archived sites stay listed here and leave the trip form.
Customization
Organization name, colors, and logos. The product name and tagline stay fixed.
Product, not editable. Waypoint / Miles made simple
Logos and icon
PNG, JPEG, WebP, or ICO. Up to 2 MB. SVG is not accepted.
Shown on dark backgrounds. PNG, JPEG, WebP, or ICO. SVG is not accepted.
Square image, at least 512 by 512 pixels. PNG, JPEG, WebP, or ICO. SVG is not accepted.
Accounts and integrations
Mail, Google, Drive, Acrobat Sign, and maps. A blank secret box keeps the saved value. Remove is the only way to clear one.
Domain
Point a hostname at this Waypoint, check DNS, then apply. The current domain stays in use until the new one answers over HTTPS.
- In use
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- New domain
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- Status
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| Type | Name | Value | Copy |
|---|
Apply can take about half a minute while the certificate is checked.
Backups
A copy of Waypoint's data, saved to Google Drive. Trips, claims, and history are included. Sign-in sessions and secrets are left out.
No backup has run yet.
- Last successful backup
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- Last result
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- Size
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- Drive account
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- Saved to
- —
Restore
Restore only adds back missing records and never changes or removes existing ones. A fresh backup is taken first.
- Last restore
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- Last result
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Restore stays off until this says RESTORE exactly.
Users
People who already have an account. Add someone before they sign in. Edit opens that person on their own screen.
Needs a supervisor
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 moved
Claims waiting for your signature are now at the top of Reimbursements.
No match.
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Loading trips…
Select an Employee to see their trips.
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 work account.
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. Accept marks the claim Received when Finance has that signed form. That is an acknowledgement, not a signature. Paid is for a received claim Finance has paid. 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.
Upload the bank's direct-deposit file, then review each row in the log.
Overview
The account list needs 2-step verification.
Dashboard
Total dollars
$0.00
Total miles
0.0 mi
Miles by day
Reimbursements
Reimbursement total
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Reimbursements submitted
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Recent submissions
Miles claimed
Dollars by account number
By employee
Archive
Filed PDFs for each person you supervise. Pick someone to see their files.