Travel expenses are the costs incurred when traveling for work. Travel expenses are categorized as Mileage, Per diem and Other. Expense categories may include different information and have different entry formats.

Please see also instructions How to enter travel expenses.

Add new travel expense -type

  1. Go to Tools > Settings > Travel expenses.
  2. Enter a Name.
  3. If applicable, enter the Code.
  4. Use the drop-down menu to select the Category.
    • Mileage: The cost of the travel item is based on covered mileage.
    • Per diem: The cost of the travel item is a fixed daily fee.
    • Other: Any custom travel item type used in your company.
  5. Enter the Cost. In the case of Mileage, the cost is the amount reimbursed per unit (e.g., 0.46 per kilometer). And, Other expenses can have a set price or be zero. The cost of an Other expense can be edited when selected by an employee.
  6. If entering a Mileage expense, use the drop-down menu to select a Unit.
  7. Select the VAT to be charged when billing the expense to a customer.
  8. Select the Paid VAT, or the amount of tax paid for the expense.
  9. And, if applicable, enter the Sales account.
  10. Click Add.

Edit travel expense -type

  1. Go to Tools > Settings > Travel expenses.
  2. To edit existing travel expenses:
    • Change the Name, Category, Cost or VAT: Click the Edit icon  on the expense row, make the necessary changes and click Save.
    • Disable an expense: Click Disable. When you disable an expense, it's not removed from current travel entries but it's no longer available for selection on new entries.
    • Delete an expense: Click Disable on the expense row and then click the icon.

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