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How to configure Mileage settings in the Expense Claim Workflow

Mileage settings allow your Organisation to define how distance-based expenses are calculated and recorded in expense claims.

Once configured, the mileage rate and account are automatically applied to mileage lines when a Requester adds them to an out-of-pocket expense claim.

Please note: Mileage is only available on out-of-pocket expense claims; it is not supported on corporate card claims.

To configure your mileage settings

  • In the Expense Claim Workflow, click the Gear icon to open the workflow settings.

  • Open the Mileage tab.

  • In the Mileage tab, configure the following settings for how mileage expenses are calculated and recorded:

    • Mileage rate per unit — enter the reimbursement rate per unit in your Organisation's currency. The specified rate is automatically applied to mileage lines by default, but the Requester can override it on individual lines.

    • Account for mileage — select the Xero account that mileage expenses will be posted to from the drop-down list of available accounts. The selected account is automatically applied to mileage lines by default, but the Requester can override it on individual lines.

  • Once you have finished configuring mileage settings, click on Save changes, then activate/update the workflow to apply them.

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