Mileage expenses can be created from both the web and the mobile app.
- For companies, the default mileage rate can be set in the company policy settings.
- For individuals, the default mileage rate can be set in the personal settings. Expensify supports this expense type in both miles and kilometers.
Setting the Default Mileage Rate and Default Distance Category
Companies can set the default mileage rate and category in the “Distance” section of the policy settings. To get there, go to Admin > Policies > [Policy Name] > Expenses. You will also be able to choose whether to use miles or kilometers as the default unit. The rate, default category, and type can be overridden by the user.
Individuals can set their default mileage rate in their personal settings. To get there, go to Settings > Preferences. You will also be able to choose wether to use miles or kilometers as the default unit.
Creating Mileage Expenses
Mileage expenses can be created both from the web and from the Expensify mobile app. Note that you cannot add tax to mileage expenses.
From the web:
Click New Expense and navigate to the Mileage tab. You will then see the option to have the expense calculated by either entering the number of miles or using the map. Please note that you are only able to create an expense with a map when using the website.
On the mobile app:
Click the plus (+) button at the top right of your app (below shows Android on the left and iOs on the right), and then select Distance.
You can then choose whether you want to create expenses by :
- Distance (entering the number of miles traveled),
- Taking photos of the odometer at the beginning or end of your trip, or
- Tracking traveled distance with GPS.
Distance: Input the total distance driven, then tap "next". We will then create an expense based off that amount x the mileage rate (per miles or kilometers based off your settings). Finish coding the expense, Save, and you're set!
Odometer: Enter the reading at the beginning of your trip, then the end of your trip. We'll find the distance between the two, then create an expense based off that amount x the mileage rate (per miles or kilometers based off your settings). Tap the camera image to take a picture of your odometer reading, finish coding your expense, then "Save".
GPS: Select whether you'd like to track your distance in miles or kilometers. At the beginning of your trip, tap "Start".
The app will start tracking your trip, displaying the start address from your current location.
Once you have reached your destination, tap "Stop". The app will then display the start and ending address, as well as the total distance traveled. Tap "Use" if it looks good!
We will then generate an expense out of the distance tracked, and create an expense based off that amount x the mileage rate (per miles or kilometers based off your settings). Finish any coding, tap "Save" at the top, and you're done!