Enable mileage expenses for a company

Only account admins can perform this task.

To allow employees to submit mileage expenses in Perk, you need to enable the functionality and configure certain settings.

Enable mileage expenses

Before you can set up mileage rates, you need to enable mileage expenses for the company:

  1. Go to Settings > Account > Companies and select a company.
  2. Scroll down and click View spend settings.
  3. In General, select the Distance measure (either in kilometers or in miles).
  4. In Expense report definition, enable mileage expenses. Choose where people can access mileage (e.g., navigation bar, trip creation, mobile app).
  5. Click Save.

Configure mileage expenses as single reports

Once enabled, configure how mileage expenses are created in the company:

  1. Select the Mileage counter reset date:
    • Monthly: resets the employee’s accumulated mileage at the end of each month (30th).
    • Annually (calendar year): resets the employee’s accumulated mileage at the end of the year (31st December).
  2. Set a default location in Saved addresses for trips and mileage.
  3. To calculate distances automatically:

Caution: Switching from annually to monthly resets all accumulated mileage.

Configure mileage expenses in trips

Mileage can be automatically calculated as part of a trip. You can set the minimum distance that employees must travel before mileage expenses are created as part of a trip.

To set up mileage expenses as part of a trip:

  1. Go to Settings > Account > Companies and select a company.
  2. Click View spend settings, and in Expense report definition, enable mileage expenses by clicking Trip.
  3. Choose the mileage counter reset date (monthly or annually).
  4. Enter the minimum distance to apply mileage rates.
  5. Set the default location in saved addresses for trips and mileage.
  6. If you want to automatically calculate distances (optional):

 

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