Create a mileage claim

You can create and submit mileage claims for work-related trips. If you had to travel to specific points during a single trip and this resulted in increased mileage, you can enter separate legs

To create a mileage claim, follow the steps below.

On the Expend dashboard

  1. Click My Expenses, click + New Claim and select Create a Mileage Claim
  2. Enter the date of the trip, select the vehicle used, and select the appropriate mileage rate. 
  3. In the Leg origin and Leg destination fields, enter part of the address or the postcode and select the appropriate item from the results returned. 
  4. Check that the distance that is automatically calculated is correct. If not, you can edit it.
  5. Optional: Enter client and tracking information and a note.
  6. Optional: To add more legs, click Add Leg. The new leg origin is automatically set as the destination of the previous leg. To remove trip legs, click the 🅧 button.
  7. To add attachments such as a receipt, click Upload Receipt(s) and select the file. You can add as many attachments as necessary. A map showing the route is automatically generated and attached.
  8. Click Save.
  9. Optional: If your claim is ready to be reviewed, click Submit.

In the Expend app

  1. Tap Expenses, tap the ➕ button, and then tap Mileage Claim.
  2. Select the date of the trip, select the vehicle used, and select the appropriate mileage policy. 
  3. In the From and To fields, enter part of the address or the postcode and select the appropriate item from the results returned. 
  4. Check that the distance that is automatically calculated is correct. If not, you can edit it: tap Show More and edit the Distance field.
  5. Optional: Tap Show More and enter client and tracking information and a note.
  6. Optional: To add more legs, tap the ➕ button and select Leg. The new leg origin is automatically set as the destination of the previous leg. To remove trip legs, click the 🅧 button.
  7. To add attachments such as a receipt, tap the ➕ button and select the file. You can add as many attachments as necessary. A map showing the route is automatically generated and attached.
  8. Optional: If your claim is ready to be reviewed, tap the Ready for Review checkbox.
  9. Click Save.

Submit a claim for review

Open the mileage claim and click Submit in the top right corner.

After submitting the claim, you can still make changes until it has been reviewed. However, you can no longer delete the claim.

Update a claim

You can make changes to a mileage claim until it has been approved or rejected.

Update the claim details 

  1. Open the claim and click Edit
  2. Make your changes and click Save

Add a leg

  1. Open the claim and click Edit
  2. Click Add Leg and enter the details.
  3. Click Save

Delete a leg

  1. Open the claim and click Edit
  2. Go to the item you want to remove and click the 🅧 button.
  3. Click Save

Add attachments

To add another attachment, open the claim, click Upload Receipt(s) below the existing attachments, and select the file to attach.

Delete a mileage claim

You can delete a claim if it hasn’t been submitted for review. Open the claim, click Edit in the top right corner, click Delete, and confirm.

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