Mileage - NonBillable Activity Records

Mileage - NonBillable Activity Records

How do I record mileage in SETWorks?

All users, Administrators
SETWorks is able to record mileage. Follow the instructions below to record mileage with a NonBillable Activity 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.

Mileage Privileges

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.

Settings > Provider Build > Maintain Privileges > Activity Records: 
If nonbillable records are signable then only non billable records that have mileage will be signable.

Instructions

To add mileage to a NonBillable Activity Record:
 Select the Expense icon.
+ Add new record







Odometer Start:  The starting odometer reading
Odometer End:  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
Source:  The starting point of the journey
Destination:  The ending point of the journey
Commute:  If this mileage was part of a commute
Company Car:  If a company car was used
Consumer Present:  If a Consumer was transported as well
Cost Center (if present): The appropriate cost center (only certain client configurations require this)
         Settings > Provider Build > Utilities: Cost Center
Insert.





Close window.
Save NonBillable Activity Record.



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