Use the Clarity365 mobile app to assign a mileage to a customer or project. Please note: On our mobile app ALL user permissions will only see customers, contracts and projects they are assigned to. If you cannot see a customer, contract or project please check you are correctly assigned.
Assigning a Mileage Expense to a Customer or Project:
1. Add a new mileage expense as normal until the Billing section
2. Click Yes
3. Choose the customer from the drop-down list
4. Choose the branch from the drop down list
5. Choose the contract from the drop down list
6. Choose the project from the drop down list
7. Choose a phase & task from the drop down list
Please note, all fields are mandatory. If you do not want to assign the expense to a contract, project, phase or task, please choose No Contract etc. from the drop down box.