Articles in this section

Expense | Configuration - Transport and Mileage Claims

Overview

The Transport settings allow you to configure distance-based and public transport expense claims, including mileage rates for car and motorcycle use.

Enabling Transport Claims

  1. Go to Expense > Configuration > Transport
  2. Tick Enable next to Transport Claim
  3. Select the Default Unit: Kilometer or Mile
  4. Optionally set the Default Category for Car/Motor Bike and Default Category for Taxi/Metro/Bus
  5. Configure Mileage Rate options:
  6. Allow users to edit — employees can override the configured rate per claim
  7. Allow users to change distance — employees can manually enter the distance
  8. Click Save

Adding Mileage Rates

  1. In the Mileage Rates section at the bottom of the Transport page, click + New Rate
  2. Enter the rate name, vehicle type, and rate per kilometre or mile
  3. Click Save
Note  If Transport Claims are enabled, employees will see a Transport option when creating a new expense claim, in addition to the standard expense form.

 

Was this article helpful?
0 out of 0 found this helpful