How do I create carbon emission categories?

Before a user can calculate the their CO2 usage on their expense claim, you must first set up the different categories pertaining to the different Calculate CO2 options.

Non-Transport Types

When setting up Flight, Hotel or Utility type CO2 emission calculations, perform the following:

1. Sign in to Capture Expense. You are taken to the Overview page.
2. Navigate to Categories.
   Go to Setup> Categories
3. Click the + Categories button. The Category page appears.
   
4. Enter the Name of the category. i.e. Business Mileage - Flight.
5. Select Variable Amount Only as the Configure Entry. 
6. Select the Distance Calculator option.
7. Select Flight as the Calculate CO2 option.
   
8. Click the Save button. The user can now create their Expense claim based on this Category.
9. Continue to create a Category for Hotel and Utility CO2 emissions. Note: For Hotel and Utility, you may want to select either Quantity and Variable Rate or Quantity and Fixed Rate as the Configure Entry.

Transport Types

When setting up Train, Ferry, or Bus type Transport CO2 emission calculations, perform the following:

1. Sign in to Capture Expense. You are taken to the Overview page.
2. Navigate to Categories.
   Go to Setup> Categories
3. Click the + Categories button. The Category page appears.
   
4. Enter the Name of the category. i.e. Business Mileage - Train.
5. Select the Variable Amount Only option as the Configure Entry.
6. Ensure the Distance Calculator option is selected.
7. Select Transport from the Calculate CO2 drop-down list.
8. Select Train as the Transport Type. 
   
9. Click the Save button. The user can now create their Expense claim based on this Category.
10. Continue to create a category for Ferry and Bus CO2 emissions.

Other transport types

When setting up Van, Motor Cycle, Car, HGV, or electric Car Transport type CO2 emission calculations for Vehicles and Rates mileage claims, perform the following:

Note:

For the purpose of explaining this procedure, "Motor Cycle" is used as the example.

1. Set up the vehicle record

1. Sign in to Capture Expense. You are taken to the Overview page.
2. Navigate to Vehicles.
   Go to Setup> Vehicles.
3. Click the + Vehicle button. The Vehicle page appears.
   
4. Ensure the Active option is selected.
5. Ensure the Use Approved Rates option is selected.
6. Enter the name of the vehicle as the Description.
7. Select the Motor Cycle from the Use Approved Rates drop-down list. The Transport Type drop-down list appears.  
8. Select Motorbike as the Transport Type. Note: This overrides what ever type is setup in the Category.
   
9. Click the Save button. 

2. Create the vehicle category

1. Return to Categories.
   Go to Setup> Categories
2. Enter the Name of the category. i.e. Vehicle Mileage - Motorcycle.
   
3. Select the Vehicle Mileage option as the Configure Entry.
4. Ensure the Distance Calculator option is selected.
5. Select Transport from the Calculate CO2 drop-down list.
6. Select Motorbike as the Transport Type. 
7. Click the Save button. The user can now create their Vehicle Mileage claim based on this Category.

3. Continue to create a vehicle record and category for Van, Car, HGV, or electric Car Transport types. 

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