How to Bulk Import Year to Date Mileage

Modified on Thu, 10 Apr at 5:07 PM

To bulk import year to date mileage, go to Setup > People > Actions > Import Mileage Balance.

Download the template.

Complete the sheet with the users email address, date for the YTD mileage to be applied to and Mileage Balance. Save and return to Setup > People > Actions > Import to upload.

A mileage claim is auto-created in the background (no approval needed) and appears in User Expenses > Archive.