Add a manual trip

Add a manual trip

Add mileage that is not from a work order — travel for a ticket, project, task, or anything else — to a draft claim.

1. Open a claim that is in Draft (or Rejected) status.
2. In the Add a Trip form, enter the Date, the Miles (one way), and an optional Purpose / Notes.
3. Enter the From address and To address.
4. To work out the distance automatically, select Calculate miles — the one-way driving distance is filled in for you.
5. Tick Round trip to double the miles for the return drive.
6. Optionally use Associate with to link the trip to a Work Order, Ticket, Project, or Task.
7. Select Add Trip.

The amount is the miles multiplied by the claim’s rate, and the claim total updates automatically. To remove a trip, select the × next to it. Trips can only be added or removed while the claim is a draft.