Adding a mileage expense:
1. Go to Main Navigation > Expenses Management > Manage Expenses
2. Click the New Mileage Expense tab
3. Enter the date of the journey
4. Choose the type of vehicle you used
5. Enter the purpose of the journey in the description
6. Enter the distance travelled, this can be done in 1 of 4 ways.
Entering the distance in Miles:
If you know the exact amount of miles you travelled, use this method.
1. Select Miles from the drop down list
2. Type in the amount of miles travelled
3. Your expense amount will be calculated
Entering the distance using Origin and Destination:
Let Google Maps work out the exact distance travelled from your start and end points.
1. Select Origin and Destination from the drop down list
2. Enter the place your journey started (Origin)
3. Enter the place your journey ended (Destination)
4. Click Get Distance
5. Your distance and expense value will be calculated
6. Tick Remember this Journey if it is a regular journey and enter a description for it to be remembered by
Please note, Internet Explorer Users using the Origin and Destination method of calculating mileage will be limited to 25 characters for the journey start and end locations.
Enter your distance using your Mileage:
Work out your mileage claim from your mileage at the start and end of your journey.
1. Select Mileage from the drop down list
2. Enter your mileage start and end figures
3. Choose whether it was a return trip
4. Click Get Distance
5. Your distance and expense value will be calculated
Enter your mileage from a Saved Journey
Choose your journey from a list of those previously saved.
1. Select Saved Journeys from the drop down list
2. Select the journey
3. Your mileage and expense value will be calculated for you
7. Fill in the payment details
8. Choose if the expense is billable and select the customer, contract or project. This will add the cost of the expense to the related contract or project. This will also allow an approver to send the expense to a customer for further approval
9. Click Save to submit the mileage expense for approval.