Setting up mileage expenses
Before you can start registering mileage expenses, you must configure the rules and values that define the company's mileage policies. All mileage expenses are related to a vehicle which defines elements such as mileage rates, reimbursement methods, and other rules. Typically you only need to carry out this setup once, during the initial implementation.
Set up a workflow
- Create vehicles and set up posting for expense users or expense user groups, see Setting up mileage vehicles.
- Define start dates, rate values, and more for mileage rates, see Setting up mileage rates.
- Set up mileage to deduct distance between home and office, see Setting up mileage to deduct distance between home and office.
- Define default mileage vehicles for expense users or expense user groups, see Setting up the Continia Users Default Setup.
- Apply reimbursement methods for mileage expenses, see Setting up a reimbursement method.
Set up rules
- Define mileage expense policies to give warnings or automatically approve or even stop refunds at predefined limits, see Setting up company policies for mileages.
- Learn more about and apply the 60-day rule, see Setting up the 60-day rule.
Set up for taxes
- Specify a fuel posting account and the mileage VAT rate for the fuel element, see Mileage VAT calculation (UK).