Add Mileage Claim Type

Admin User Configure settings Manage employee accounts

If creating claim types for travelling by car or other vehicles that are claimable using mileage rates, Mileage Types must also be created.

1. Select Add Claim Type.

2. From the drop-down list, select Mileage.

   [Graphic of drop-down as not labelled and defaults to Expense]

3. Enter and select the following details: 

   • Code — A way to identify the claim type, such as CAR
   • Title — A meaningful description for the claim type
   • GL Code — The nominal in IRIS Financials the claim type is to be posted to
   • Mileage Reset Date — Set the date the mileage threshold limit resets

4. For each Location:

   • Select the IRIS Financials Nominal and Account the claim type is to be posted to.

     To allow employees to choose a different Nominal or Account when making a claim, for the required location, select Is Editable.

   • If the claim type can be made for the location, select Active.

5. Save the claim type.