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Updating Mileage for the New Year

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When looking at your account in the New Year, you'll notice the mileage icon is no longer available. This is because there is currently not a Mileage category for 2019 listed in your account. The mileage that you were previously using most likely expired at the end of the year.

This article will show you, a Tallie Administrator, how to add a new Mileage category for 2019.

Step 1: Login to your Tallie account and on your homescreen, click the Settings icon.

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Step 2: Click Manage Lists.

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Step 3: Click the Expense Categories tab.

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Step 4: From here, click Add Expense Category.

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Step 5: The Create Expense Category page will open. Fill in the following information:

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  • Name: Name your new expense category Mileage 2019 or whatever name works best. 
  • Type (Display Icon): Make sure this drop-down menu is set to Mileage.
  • Fixed Rate: Enter in this years mileage rate.
  • Start Date/End Date: Enter the dates for this calendar year.

Step 6: Scroll down to the Accounting section and be sure to map the expense category to the correct Expense Account/Item.

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Step 7: Click Create.

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If you have Groups turned on, you'll want to ensure that your new mileage category is added to any applicable groups. 

Step 1: On your Tallie homepage, select the Settings icon.

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Step 2: Click Manage Lists.

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Step 3: Click the Groups tab.

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Step 4: Click the pencil icon next to the group you'd like to add the mileage category to.

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Step 5: Scroll down to Expense Categories and click Add Expense Category to add your new Mileage category.

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Step 6: Scroll to the bottom of the page and click Update Group.

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