How to Create Mileage Expenses

The steps required to create mileage expenses in AutoEntry.

Emma Carroll avatar
Written by Emma Carroll
Updated over a week ago

To add mileage to an expense report, you must first add mileage rates to the company/account. Rates can then be set for submitters.

How to set mileage rates

  1. Go to Manage Lists and select the Mileage tab.

  2. To manually add a rate, click on Add a Mileage Rate.

  3. Enter the name of the rate and the value per mile/KM.

  4. You can also upload a list of rates in a CSV file by clicking on Upload list of Mileage Rates. There is a template CSV file available if needed.

  5. Once your rates are added, you can select miles or KMs and whether the rates are visible or not.

📎NOTE: Once mileage rates are added, the Permissions of each user who will be submitting expenses can be amended to reflect the rates they will be using.

Adding mileage rates to a submitter

  1. Go to All People, click Edit to the left of the submitter's name and select the Settings tab.

  2. In the section Allowed Mileage Rates, check the box for the rates this submitter should use. All changes to these settings are saved automatically once selected.

How to create a mileage expense

  1. Open the Expense Reports folder.

  2. Click the Add Items button near the top right hand corner and select Mileage Expense.

  3. You will then be brought to a page where you will need to fill in all the necessary details of the expense. Once done, click the Save button at the bottom.

  4. The expense will then appear in your Inbox, ready to be assigned to a report and submitted!

Last edited:

Aug 4, 2023, 4:00 PM

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