Mileage - Billable Individual Activity Records
How do I record mileage in SETWorks?
All users, Administrators
SETWorks is able to record mileage. Mileage can be documented directly within a Billable Individual record.
Check other SETWorks articles if you're using different Activity Records.
Terminology can be modified within SETWorks to better fit the needs of your organization. If the terminology in our articles are not the same on your site, talk to your local administrator to assist in translation.
Settings > Provider Build > Maintain Privileges > Expenses:
Enter Total Mileage instead of Odometer Start and Odemeter End when adding mileage.
Make Destination required when adding mileage.
Make Notes required when adding mileage.
Make Source required when adding mileage.
To add mileage to a Billable Individual Activity Record:
Select the Expense icon.
+ Add new record
The starting odometer reading
The ending odometer reading
Note: If odometer readings are not required and the journey is part of a daily commute, optionally '0' can be entered at the start and the known mileage distance as the end mileage.
Notes: Any relevant notes
The starting point of the journey
The ending point of the journey
If this mileage was part of a commute
If a company car was used
If a Consumer was transported as well
Save Billable Individual Activity Record.
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