diff --git a/docs/articles/expensify-classic/expenses/Distance-Tracking.md b/docs/articles/expensify-classic/expenses/Distance-Tracking.md deleted file mode 100644 index c0d8956f71ac..000000000000 --- a/docs/articles/expensify-classic/expenses/Distance-Tracking.md +++ /dev/null @@ -1,81 +0,0 @@ ---- -title: Distance Tracking in Expensify -description: Learn how distance tracking works in Expensify! ---- - -# Overview - -Expensify provides a convenient feature for tracking your mileage-related expenses. You'll find all the essential information to begin logging your trips below. - -# How to Use Distance Tracking -## Mobile App - -First, you’ll want to click the **+** in the top right corner. - -If you select **Manually Create**, you’ll be prompted to enter your mileage, select a rate, and code the expense before clicking **Save**. - - ![Click manually create or odometer to create a distance request.](https://help.expensify.com/assets/images/ExpensifyHelp_CreateExpense_Mobile.png){:width="100%"} - -If you select **Manually Create**: - - Enter your mileage. - - Select a rate. - - Code the expense. - - Click **Save**. - -![Enter your mileage, rate, code the expense, and click save.](https://help.expensify.com/assets/images/ExpensifyHelp_ManualDistance_Mobile.png){:width="100%"} - -If you select **Odometer**: - - Enter your vehicle’s mileage reading before and after your trip. - - Select your rate. - - Code the expense. - - Click **Save**. - -![Etner your mileage readings, your rate, code the expense, and click save.](https://help.expensify.com/assets/images/ExpensifyHelp_Odometer_Mobile.png){:width="100%"} - -The **Start GPS** option also exists on the mobile app. However, we’ve learned that most customers prefer to track their mileage after their trips (thus not needing to hit that start button!) - -We’ve temporarily paused the development of GPS mileage tracking in the mobile app, and we recommend you use one of the above options instead! - - -## Web - -Navigate to the **Expenses** page, click **New Expense**, and review the two **Distance** options. - -![Select manually create or create from map to create a new distance request.](https://help.expensify.com/assets/images/ExpensifyHelp_CreateExpense.png){:width="100%"} - -If you select **Manually Create**: - - Enter the number of miles for your trip. - - Mileage rate is automatically selected based on your history, or manually select it if it's your first time. - - Complete any other applicable coding fields. - - Click **Save**. - -![Enter the number of miles, select your rate, code the expense, and click save.](https://help.expensify.com/assets/images/ExpensifyHelp_ManualDistance.png){:width="100%"} - -For **Create from Map** expenses: - - Add your start and end location, and the distance will be calculated. - - You can also click **Add Destination** for multiple stops. - - Leave **Create Receipt** selected if you want a map receipt generated. - - Click **Save**. - -![Enter your start and end locations, and click save.](https://help.expensify.com/assets/images/ExpensifyHelp_ManualDistanceMap.png){:width="100%"} - -Once you click **Save**, review the details from your map selection. - - Select your rate. - - Enter any other applicable coding. - - Click **Save**. - -![Select your rate, code the expense, and click save.](https://help.expensify.com/assets/images/ExpensifyHelp_ManualDistanceConfirm.png){:width="100%"} - -# Mileage Tracking FAQs -## **How can I change the rate of my mileage expenses?** -You can change the rate by going to Settings > Workspaces > [Your Workspace] > Expenses > Distance > Add a Mileage Rate. -If you submit mileage expenses on a group workspace, only workspace admins can do this. - -## **Do you plan to add the "Create from Map" option to the mobile app or "Odometer" option to web?** -Not now, but if that changes, you'll be the first to know! - -## **Will you restart maintenance on the mobile app's GPS option anytime soon?** -Not now, but if that changes, you'll be the first to know! - -## **Does Expensify automatically update IRS Mileage rates?** - We never automatically update mileage rates in Expensify because different companies want the new rates to become effective on different dates. diff --git a/docs/articles/expensify-classic/expenses/Track-mileage-expenses.md b/docs/articles/expensify-classic/expenses/Track-mileage-expenses.md new file mode 100644 index 000000000000..e8b9ab0eac75 --- /dev/null +++ b/docs/articles/expensify-classic/expenses/Track-mileage-expenses.md @@ -0,0 +1,66 @@ +--- +title: Track mileage expenses +description: Add mileage-related expenses +--- + +
+ +You can track your mileage-related expenses by logging your trips in Expensify. You have a couple of different options for logging distance: + +- Web app: + - **Manually create**: Manually enter the number of miles for the trip + - **Create from map**: Automatically determine the trip distance based on the start and end location. +- Mobile app: + - **Manually create**: Manually enter the miles for the trip and your mileage rate + - **Odometer**: Enter your odometer reading before and after the trip + - **Start GPS**: Currently under development and unavailable for use. + +{% include info.html %} +When adding a distance expense, the rates available are determined by the rates set in your workspace rate settings. To update these rates or add a new rate, you must be a Workspace Admin. +{% include end-info.html %} + +{% include selector.html values="desktop, mobile" %} + +{% include option.html value="desktop" %} + +1. Click the **Expenses** tab. +2. Click **New Expense**. +3. Select the expense type. + - **Manually create**: + - Enter the number of miles for the trip. + - Select your rate. + - If desired, select the category, add a description, or select a report to add the expense to. + - Click **Save**. + - **Create from map**: + - Add your start location as point A. + - Add your end location as point B. + - If applicable, click **Add Destination** to add additional stops. + - To generate a map receipt, leave the Create Receipt checkbox selected. + - Click **Save**. + - Select your rate. + - If desired, select the category, add a description, or select a report to add the expense to. + - Click **Save**. + +{% include end-option.html %} + +{% include option.html value="mobile" %} + +1. Click the + icon in the top right corner. +2. Under the Distance section, select the expense type. + - **Manually create**: + - Enter your mileage. + - Select your rate. + - If desired, click **More Options** to select the category, add a description, or select a report to add the expense to. + - Click **Save**. + - **Odometer**: + - Enter your vehicle’s odometer reading before the trip. + - Enter your vehicle’s odometer reading after the trip. + - Select your rate. + - If desired, click **More Options** to select the category, add a description, or select a report to add the expense to. + - Click **Save**. +{% include end-option.html %} + +{% include end-selector.html %} + +
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