How to create a mileage claim
Business mileage are defined as mileage that is driven between two places of work, permanent or temporary. Some of the types of trips that are considered business-related are: Traveling between your main job and a temporary work location. Traveling directly from your main job to a second job.
For more detail on how to create a mileage claim, please watch the video below, or follow the steps described within this article.
First, select the Expenses tab, and then either click on "New mileage" in the sidebar navigation, or on the "Add Mileage" button in the dashboard.
Then start by entering the main details. Enter here all the mandatory information (marked in blue) necessary in order to start the mileage process. The vehicle(s) and mileage rate(s) linked to your account can be selected through dropdown list.
Based on your setup, the fields you need to fill could be different from what you see in this screenshot, and your setup may or may not let you attach a supporting document to your claim, either by clicking on âUpload new receiptâ or drag and dropping a file directly on the page.
Complete the start and end point of your itinerary. On the right side of of each location, there is a star icon which allows to add an address to your favorites in order to facilitate the process in the future.
If you wish to add a step to your trip you can do it by simply clicking on the âAdd a new pointâ button.
The âReturnâ button allows you to create a return journey in one click.
Clicking on âSave itineraryâ will save the itinerary in the âSaved itinerariesâ tab above, so you can re-use it later.
Toggle the commuting option to indicate whether commuting has to be taken into account in the calculation of the amount you can claim.
And then, once all the information is in the system click on the âCalculate Mileageâ button. The calculation of the amount you can claim will then be displayed.
Finally, click on either:
Cancel - cancel the entire mileage expense
Clear - remove all the details added so far to start over
Save - save the mileage expense
Save & Create similar mileage - save the current expense mileage and create a new one with the exact same information.
Save expense & next - save the current expense mileage and create a new one with no information.
If you would like to discover how to perform several of the tasks related to mileage, including how an expense report can be created, kindly check the articles below. Also, if you want to expand even more the knowledge in terms of compliant and legal mileage rates within your country, please check the Compliance Center as well: