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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 

Steps: 

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

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

  1. Navigate to Set Up Files>Set Up Options and expand the General Options section.
  2. 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 

  1. Navigate to My Expenses and click the Add Mileage button
  2. 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. 
    Screen Shot 2022-08-31 at 8.12.42 PM