Requesting a Mileage Reimbursement

When mileage is enabled, Spenders have the option to create a Mileage Report. Out-of-Pocket Reports are used for regular expenses on personal cards, while Mileage Reports are used to reimburse spenders for business-related travel using their personal vehicle.

Creating and Submitting Mileage Reimbursement Reports

When mileage is enabled, Spenders can add mileage expenses. Follow these steps to create and submit a Mileage Report for approval:

1. Request a Reimbursement:
   • Click the blue "Request Spend" button in your Overview Page > click "Request Reimbursement" or navigate to "Requests" > click "Reimbursement Request"
2. Name Your Report & Select Expense Type:
   • Give your report a name, select your team (Professional plan only), and choose your Approval Policy and appropriate Mileage Submission Policy
3. Mileage-Specific Form:
   • When Mileage is selected, the form will update to display mileage-specific fields which are configured in the Reimbursement Submission Policy
4. Automatic Reimbursement Calculation:
   • Once the rate and distance are inputted, the reimbursement amount is automatically calculated

Please note: Mileage rates must be configured by an administrator to select this expense type. Please have an administrator review our Help Centre article below on configuring mileage rates for reimbursements:

Configuring Mileage Rates for Reimbursements