Mileage Sheet Procedures
This section includes information to help you navigate the Mileage Sheets and Mileage Sheet Line screens.
Note: On the Settings screen, when you toggle the
Mileage Sheet switch on or off, you can show or hide
Mileage Sheet on the sliding menu.
- Related Topics:
- View the Mileage Sheet List
You can view your mileage sheets either in the Open or All tab on the Mileage Sheets screen. - View the Mileage Sheet Status
You can view the status of a mileage sheet on the mileage sheet list, and on the Mileage Sheet screen. - View a Mileage Sheet
Use these steps to view a mileage sheet. - Create a Mileage Sheet
Use these steps to create a mileage sheet. - Create a Mileage Sheet Line
You can create a mileage sheet line to add details to your mileage sheets. - Display a Map
You can include addresses in your mileage sheets using either the address search screens, or the map feature. - Edit a Mileage Sheet
Use these steps to edit a mileage sheet. - Copy a Mileage Sheet
Use these steps to duplicate existing mileage sheets as needed. - Delete a Mileage Sheet
Use these steps to delete a mileage sheet. - Delete a Mileage Sheet Line
Use these steps to delete a mileage sheet line. - Attach or Detach a Receipt
You can attach receipts either to your mileage sheet or mileage sheet line. You also have the option to remove a receipt attached to a mileage sheet line and keep or remove the receipt from your Archives folder. - Delete a Receipt
Use these steps to delete attached receipts on your mileage sheet or mileage sheet lines. - Submit a Mileage Sheet
Use these steps to submit a mileage sheet. - Reopen a Mileage Sheet
Submitted mileage sheets are read-only. You can reopen a mileage sheet to make modifications if you have rights to do so.
Parent Topic: Mileage Sheet