How to use VAT receipts for Mileage Claims

Note: With Admin permissions: Ensure the Category Mileage is set to a default VAT category of Standard 20% and can be edited by the user.

User:

From Expenses>Create a Manual expense claim>selects the Category: Mileage> completes the details – vehicle, journey start / end etc. The Actual distance will be displayed and the Amount to be paid for the journey.

Click in the receipt window on the left and upload a VAT fuel receipt. Change the field to VAT Receipt and Rate to Standard. The VAT field will be auto populated with the amount of VAT relevant to that journey. Save

When you next needs to make a mileage claim, the system already knows you have a balance of VAT from the previous receipt stored. From Expenses, create a Manual expense claim>selects the Category: Mileage> completes the details – vehicle, journey start / end etc, the Actual distance will be displayed and the Amount to be paid to the journey. Save

The act of Saving, triggers the system to calculate the VAT and attach the previous receipt and can be seen by the user in their Expenses>Drafts as below

Continue to create mileage claims as above. When the VAT from the receipt is exhausted you will be sent an email advising to upload a new fuel receipt next time you make a mileage claim.