Mileage Fields

This section describes the fields and actions on the Mileage workspace.

Card Part Fields

Field Description
Mileage Sheet No. This field displays the number of this mileage sheet.
Job This field displays the name and number of the job for which the mileage expenses in the current record were incurred.
Employee This field displays the name of the employee whose mileage entries are listed in the workspace.
Period This field displays the period during which the mileage expenses in the current record were incurred.
Total Amount This field displays the following information:
  • The base currency used by the employee's company
  • The total amount (including tax) for the lines in the table part
Status This field displays the status of the current mileage sheet. It can have one of the following values:
  • New
  • Approved
  • Rejected
  • Submitted
  • In Progress
Copy from Mileage Sheet If you copied lines from another mileage sheet, this field displays that mileage sheet's number.

Card Part Actions

Button Description
Save Click this action button to save changes to the current record. After saving changes, the record status updates accordingly, and the Save action button is disabled until additional changes are made.
Revert Click this action button to undo changes made to the current record, or to any of its lines.
Submit Click this action button to submit a record for approval. After submission, the record status is updated, and this action is disabled until you make additional changes.
Note: This action is shown only for users with the required permissions, and when the job uses approval hierarchies, or follows a simple workflow.
Approve Click this action button to approve the current record.
Note: This action is shown only for users with the required permissions, and when the job uses approval hierarchies, or follows a simple workflow.
Reject... Click this action button to reject the current record.
Note: This action is shown only for users with the required permissions, and when the job uses approval hierarchies.
Other Actions

In the Mileage workspace, this drop-down list includes the following actions:

  • Reopen
  • Print
  • Copy From - Select this action to copy lines from an mileage sheet, and add these lines to the mileage sheet you are currently working on.
  • Duplicate - Select this action to duplicate an existing mileage sheet, and create a new mileage sheet.
  • Attach Documents
  • Undo Approval/Reject
  • Delete Mileage Sheet
+ New Mileage Sheet Click this action to create a mileage sheet.

Click to display the list view.

Click to display the detailed view.