If you have travelled in your own car, van, motorbike or bike for business, you can claim an element as business mileage. Using the mileage logger, you only need to enter the number of miles you have travelled. The system will then calculate how much you can claim based upon the options you choose and (more importantly) how much you have already claimed during the tax year. Therefore, you do not need to keep a log of your journey elsewhere nor what rates you have travelled as the software will calculate the appropriate amounts available.
From the My Money menu, select Mileage and click on:
Create New Mileage Claim
Date this will automatically populate with today's date, or you can update to the date that the mileage was done.
Ref enter a reference that explains to you, what the mileage is in relation to. For example this could be 'Mileage done in March 2019' or 'Trips in connection to services provided to...'
Employee select the employee that has done the mileage from the drop down menu by either typing the name of the person, or clicking on the drop down arrow to the right of the field.
If the person does not exist, click on the grey + symbol and enter the details of the person e.g. title, first name, last name, role and press +Create Employee.
The employee will be automatically selected in the field.
You can add individual journey details separately on a new line for a period of time or for a specific journey. Thus, you could add mileage incurred over a full month and even split the journeys so that there is a full record of all miles travelled on everyday.
Details describe the journey undertaken e.g. from start to destination, the reason for the journey, what date it was on, what period of time the journeys covered, etc.
Type select the mode of transport.
Passenger if you have travelled with a passenger, tick the box and this will add 5p to the claim per mile.
Miles enter the total mileage of the journey.
Options click the options button to recharge the specific mileage to a customer, attach a file or remove the mileage line.
Add Item if you want to add additional journeys to the mileage claim, this will create a new line for you to add similar information. You can add unlimited individual journeys into one claim.
Approve Mileage click once complete.
To make a claim for mileage and convert the number of miles into an amount, see how to make a claim here