Creating a mileage expense

When mileage is enabled, spenders have the option to adjust the Expense Type for an expense added to their report. Out-of-Pocket types are used for regular expenses, while Mileage types are used to reimburse spenders for business-related travel using their personal vehicle.

Steps To Creating a Mileage Expense

1. Select Expense Type
   Spenders can choose between Out-of-Pocket or Mileage as the expense type when adding expenses to a report.
   
   
   

2. Mileage-Specific Form
   When the Mileage type is selected, the expense form will automatically update to display fields specific to mileage. You can configure which fields are required, optional, or hidden by adjusting the Reimbursement Submission Policy.
   
   

3. Automatic Reimbursement Calculation
   Once a rate is selected and the distance is entered, the reimbursable amount will be automatically calculated by Float.
   
   

4. Combining Expense Types
   Both Out-of-Pocket and Mileage expense types can be added within the same reimbursement report.

Steps To Creating a Mileage Expense via Mobile

1. Click The Spend Request Button
   Select 'Request a reimbursement'.
   

2. Setting The Reports Name, Team and Approval Policy
   Set the report approval flow and details here and click 'Next'.
   
   
   
3. Adding Your Expense(s) and Mileage
   Click 'Add mileage' to add a mileage expense to this report. Note: You can add multiple expenses or mileage expenses to a single report. Simply input all your expenses before submitting for approval (more info on deleting and submitting for approval in the following steps).
   
   
   
4. Ensuring Report Compliance
   Input the required submission details for the report. An expense will remain non-compliant until all the required fields are inputted (marked by ).
   
   Note: Rates must first be created by an admin. If no rates are available, please have an admin refer to this article:  Configuring Mileage for Reimbursements. 
   
   
5. Deleting Expenses
   Swipe left on expense to have the 'Trashcan' populate; tap this to delete that specific expense.
   
   
   
6. Submitting A Report for Approval
   When all expenses are inputted and filled out in accordance with your business submission requirements, you'll now be able to click 'Submit For Approval'.
   
   Note: If 'Submit for Approval' does not populate, ensure you review all of your expenses to validate compliance.