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How to define a default mileage rate for expenses

A default mileage task type works hand-in-hand with the quick add function in My Expenses. The Add Mileage button brings up a dialog box that is pre-populated with the mileage task type details, making it faster and easier to record mileage entries.

Step by Step Guide:

    Define the Mileage Task Type

    1. Create the Mileage Task Type by navigating to MASTER FILES >Task Types.

    2. Enter the default rate per mile/kilometre in the Billable Hourly/Unit Rate field.

    For example, if the default rate is 75 cents per mile, enter 0.75

    Tip: Note that a Posting GL Account mapping needs to be defined for this Task Type to be eligible for expenses.

    Assign Default Mileage Task Type

    3. Navigate to SET UP FILES > Company Settings.

    4. In the Default Mileage Task Type field, enter or select from the list of active task types that are eligible for expenses

    Enter a mileage expense seamlessly

    5. Navigate to My Menu > My Expenses

    6. Click New Expense Claim

    7. Click Add Mileage

    8. The system will automatically populate the Task Type and per mile/kilometre rate. From here, you can enter the total miles/kilometres and the system will calculate the total amount as the line is added to your expense claim.