It is absolutely necessary to provide an end-of-month odometer record in order to create a mileage log. Click the Add button to record one.We recommend that you record your odometer at each refueling / charging and at the end of the month, and enter this into the program as well! Enter the value and click…
Note: Adding a refueling / charging is only necessary when using the Actual Expense Method. In the case of using the Standard Mileage Rate, you only need to log your arrival at the gas / charging station (the trip itself), as you would with any other client / location.In Calendar ViewThe Calendar view shows which…
Important: You can only upload Microsoft Excel (.xlsx) or semicolon-separated (.csv) spreadsheets. You can import up to 1000 clients per day.Go to the Import Clients / Locations tabSelect Excel as the data sourceClick on download the sample file:The sample file will be saved to a folder on your computer that you have previously chosen or to the Downloads…
Simply double-click on the row you want to delete, or select Delete in the drop-down menu.Or, in List view, use the checkbox to select the trip purpose(s) you want to delete. Select Delete at the top right of the menu.System-level trip purposes cannot be deleted.If it is set as Default, you must first set another…
Right-click on a Trip Purpose to modify or delete it. A variety of editing and modification options are at your disposal, including bulk modifications. Using the New Custom Filters for Trip PurposesTo help you keep your Trip Purposes organized and easy to manage, you can now use the Custom Filters panel.Click the Filter icon in…
