Mileage in Cashbooks

I'm going into this a tad blind as I don't use Cashbook for any of my clients.

My gut says there won't be a specific mileage tool anywhere available to you as you're not running a purchase ledger. I'd have therefore thought you just need to analyse the transaction to travel/mileage and keep a manual record of the number of miles travelled.

I could be very wrong though...

Can you see a mileage tool anywhere?

Hi Nicholas,

If you go to purchases > expenses > create mileage you will be able to input your mileage claims. Here you will be able to put in all the details at the required rate. Clear Books keeps a record of the total claimed so knows when to switch between 45p and 25p per mile automatically (Though that it will not know if this threshold was reached outside of the system).

I hope this is what you are looking for.

Chris

Hi Chris

Having not used the cashbook myself; what happens once the mileage claim's been approved? It would normally create a bill of course but with no purchase ledger that's not going to happen. Does it instead journal the amount to a balance sheet expense account?

Hi Kevin

Once you fill in the details it creates an unapproved expense, which, once approved creates a paid bill like any other expense. It is the listed on the reports under that employee's expenses account.

Thanks

Chris

In cashbook? I didn't think you could create invoices/bills in cashbook?

Good spot Kevin! Indeed, Cashbook doesn't support expenses at all!!

Thanks for the quick replies - in a nutshell from your posts I'll have to use Clearbooks, delete the original imported bank transaction & recreate in the mileage tool.

Regards, Nick