How do I add a new expense mileage policy?

To add a new mileage policy, click on “Administration” on the main menu, then select “Expense Mileage Policies”. When the list of policies is shown, click on the “Add A New Policy” link at the top of the page.

In the dialog box that appears, enter the name of the new policy and select the day and month that the policy year ends. Finally, click “Add Policy” to add the policy to the system.

When the list of policies is shown again, click on the “Set Rates” button for the new policy. You’ll be shown a blank list, so the next step is to create a date range for this policy. Each date range created allows you to specify the reimbursement rate for expenses claimed after a specific date.  To add a new date range, click on the “Manage” link next to the “Dates” table heading.

On the Manage Dates page, click on the “Add A New Date Range” link at the top of the page and enter the start date for the new range. This range will run from the new start date either indefinitely or up to the start of the next entered date range if one exists.

When you have added your start date, click the “Back to Policy” link at the top of the page.

You will now be shown a table listing the different vehicle types setup in the system, with text entry boxes for each mileage range created. If you have multiple date ranges set, you will see multiple rows for each vehicle type. Enter the mileage reimbursement rate as a decimal value (so 45p would be entered as 0.45) for each vehicle type and mileage range and finally click “Save Rates” to store the new policy.

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