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How to Create/Edit Mileage Logs*

Overview

This tutorial will show you how to create and edit mileage logs. In addition, it includes a breakdown of mileage log fields as well. Mileage logs are used to track the distance you traveled which can be useful for either billing purposes, tax deductions, etc.

Availability

Subscription: Any Paid Subscription

How to Create a Mileage Log

  1. Go to the Workflow component
  2. Click on the Reports tab
  3. Click on the Manage Mileage Tracking button
  4. Click the New Mileage Log button in the bottom right
  5. Enter the mileage odometer start and, optionally, odometer end time as well as any other information
  6. Click the Save button

How to Edit a Mileage Log

  1. Go to the Workflow component
  2. Click on the Mileage Tracking tab
  3. Find the desired mileage log in the table and click the edit icon

How to Create a Mileage Log in the mobile app

  1. Login to the mobile app
  2. Click on the Menu button
  3. Click on the Mileage Tracking menu item

A Breakdown of the Mileage Log fields

  • Mileage Log Date Start Date
    • This is the date in which the trip started. By default this is the date when the mileage log is being created.
  • Mileage Log End Date
    • This is the date in which the trip ended. By default this is the date when the mileage log is being created.
  • Odometer Start
    • This is the odometer reading before the trip started. If this field is 0 and the vehicle is selected from the vehicle combobox then vehicles last ending odometer reading will be populated in this field.
  • Odometer End
    • This is the odometer reading at the end of the trip. If this field is 0 then it is ignored. If you are entering the odometer start before the trip begins leave this blank.
  • Purpose
    • This is a short message regarding the purpose of the trip. This is displayed in the mileage log table.
  • Notes
    • This is a long message regarding the trip. This is not displayed in the mileage log table
  • Mileage Type (Optional)
    • This is an optional custom type which is used to identify the type of trip. Example types would be business, charity, moving, personal, etc.
  • Driver (Optional)
    • This is the driver for the trip.
  • Location (Optional)
    • This is an optional field which is can be used to track common visited locations
  • Vehicle (Optional)
    • This is an optional field to track which vehicle was used
  • Job (Optional)
    • This combo box is to associated the mileage log with a job. If the mileage log is created from the create/edit job window then this will automatically be selected for the job
  • Tag (Optional)
    • This is an optional field to tag the mileage log