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Creating a Mileage Expense Follow

You can create a new mileage expense either from the Purchases page or from within an Expense report. This article will show you how to create a mileage expense.

Note: If you do not see a Mileage CarIcon, that indicates you do not have access to the Mileage-type expense category.

Tallie displays either miles or kilometres depending on the user's web browser's primary language.

- English (USA) will display Miles.

- English (UK) and (Canada) will display Kilometers.

  • Click on the car icon to begin.

  • First, indicate if this is a One Way or a Round Trip expense. 

  • When entering From & To addresses, it is imperative to use the Google suggested addresses. Otherwise, Google will not be able to calculate the mileage. Once you click on the suggested address, the map in the expense will update. 

  • After you have entered your To address, the map will show the red (A) and blue (B) map pins. At the bottom of the expense, the distance will populate. 

  • Fill in the rest of the fields of information appropriately.
  • Once you save, the total amount will appear on the expense. This is calculated by multiplying the rate by the distance travelled. 
  • For multiple stops, you will need to enter in multiple one-way stops as their own, unique, mileage expense entry.

Missing Mileage Car Icon

If you're unable to see the Mileage Car icon, there are two possible reasons:

1. The Mileage Expense Category may not have been set up yet.

2. The existing Mileage Expense Category may not have been assigned to the group the user is part of.

These steps can only be performed by Tallie administrators.

If the Mileage expense category needs to be created: 

  1. Go to your Tallie homepage and select the Settings icon.
  2. Click on Manage Lists.
  3. Click Expense Categories.
  4. Click Add Expense Category.
  5. Enter in a Name and a Fixed Rate.
  6. From the Type drop down, select Mileage.
  7. Map in the correct GL account from the GL account drop down.
  8. Click Create.

If the Mileage category is created, but not added to a group, follow the steps below:

  1. Go to your Tallie homepage and select the Settings icon.
  2. Click on Manage Lists.
  3. Navigate to the Groups tab.
  4. Locate the group that needs access to the new Mileage Category and click the pencil icon.
  5. Under Expense Categories, click Add Expense Category to include the new Mileage category.
  6. Scroll to the bottom of the page and click Update Group.

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