Mileage expenses can be created from both the web and the mobile app.
- For groups, the default mileage rate can be set in the group policy settings. This rate will be set for all users on a policy.
- For individuals, the default mileage rate can be set in the account settings. Expensify supports this expense type in both miles and kilometers.
Covered in this article:
- Setting the Default Mileage Rate and Distance Category
- Creating Mileage Expenses (on web)
- Creating Mileage Expenses (on the app: Distance, Odometer and GPS)
Setting the Default Mileage Rate and Default Distance Category
Groups can set the default mileage rate and category in the “Distance” section of the group policy settings. To get there, go to Settings > Policies > Group > [Policy Name] > Expenses. You will also be able to choose whether to use miles or kilometers as the default unit.
Individual users can set their Individual Policy default mileage rate from Settings > Policies > Individual > [Policy Name] > Expenses. From here, the same settings will show and they will also be able to choose whether to use miles or kilometers as the default unit.
Creating Mileage Expenses (on web)
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 Distance tab. You will then see the option to have the expense calculated by either entering the number of miles or using the map.
Creating Mileage Expenses (on the app)
Click the plus (+) button at the top right of your app 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. If the GPS locator is unable to identify an address near you, the expense will display the starting and ending coordinates of your trip. Tap "Use" if it looks good!
We will then generate an expense, out of the distance tracked, and create an expense based on that amount x the mileage rate (per miles or kilometers based on your settings). Finish any coding, tap "Save" at the top, and you're done!
When using the GPS option, a receipt image will be created based on the route tracked.
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