Step 1: Create a Mileage Expense Record

Start by creating a dedicated expense record specifically for your mileage claim.

Steps:

1. Navigate to the Expenses and Travel > Mileage submodule.
2. Click Create Mileage.
3. Select Date: Choose the date the travel occurred.
4. Select Employee: Select your name from the Employee drop-down.
5. Enter Purpose: Fill in the Purpose of travel field with a clear description (e.g., "Client Meeting - ABC Corp", "Site Visit - Project X").

What Happens Next?

A new mileage expense record is created in Draft status. You now need to add the specific route details.

Next Step: Add Route Details

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Related How-To Guides:

• Mileage Expenses