Track business mileage by entering miles as expense entries using an Auto Mileage or Mileage category. Mileage entries can include trip details, support multiple destinations in a single entry, and are grouped separately in expense reports.
Before proceeding, ensure you have created an expense category called Auto Mileage or similar (use mi/km as the Unit of measurement).
From the sidebar navigation, select
Business Tools, then Expenses.
- Select the new expense button
then choose New Expense from the drop-down options. - Select Auto Mileage, Mileage, or the category you use to track mileage from the listed Category drop-down.
- If you track your odometer number, enter your beginning reading in the Memo field.
- In the Amount field, enter the number of miles/km.
- If you would like to add more destinations to the same trip, select Split to add a new row.
- When finished, Save.
Tip: The Pay To field is optional; however, you can add information about the reason for the trip, such as Deliveries, Unit Meetings, Misc Errands, etc.
Additional Information:
Mileage will be grouped when printing either the Summary of Expenses Report or the Detailed Expense Report.