Prerequisites
Permission needed
In order to add mileage claims from Self Service you will need the permission 'Menu Expenses' which can be added for you by your manager or any System Owner user by following the steps below:
Select the Magnifying Glass icon then search for the employee.
Click the Security tab then click Permissions.
Click Edit Employee Permissions.
Add or remove the relevant permissions then click Save.
Add a vehicle in Self Service
You will also be unable to create a mileage claim without having a vehicle added to your profile.
To add a vehicle in Self Service:
Click Self Service and then My Expenses.
Click Add in the Vehicles section.
Enter the details of your vehicle, making sure to complete all mandatory fields.
Click Add MOT and Add Insurance to enter your MOT and insurance details.
Click Save.
Add a mileage claim in Self Service
Go to Self Service and click My Expenses.
Click Add Mileage.
Enter the date of the claim in the Date field and select your vehicle in the Vehicle dropdown.
(Optional) Select an option from the Purpose dropdown.
Enter a summary of the claim in the Description field.
The Client and Project fields can be left blank.
Click on Enter Journey Details.
Enter the first point of your journey by either clicking on the Group and Location fields or by entering the post code of the location in the Post Code field.
Click Add to add your first point.
Continue to add locations in order to map out the journey.
You can click Return to Start if the last location is the same as the first.
The Journey Miles will be automatically calculated.
Click Save.
Click Submit Claim.
Tick the boxes for all the claims you want to submit.
Enter a description in the Description box and select the correct approver from the Approver dropdown.
Click Submit.