Miles and Expense Tracking
Track mileage and out-of-pocket expenses for reimbursement.
A round trip to a property an hour away is roughly 120 miles. At the current IRS rate that is around $87 of reimbursable mileage. If you forget to log it (or guess low because you cannot remember the exact distance), you eat it. Five files a month with sloppy mileage tracking is real money over a year.
Same story with out of pocket expenses. Parking at a downtown loss site, a print shop run for an oversized exhibit, a tarp you bought because the roof was still active. These are pass-through costs the carrier owes you. They only get billed if you write them down somewhere you will actually find them later.
Anyone who drives to inspections benefits. Carrier appraisers especially, because billing reviewers expect to see mileage broken out as its own line, not buried inside an hourly total.
Tracking Miles
- Add a time entry with the "Travel" activity type
- Enter miles in the miles field
- Miles are billed at your rate sheet rate (default: $0.67/mile)
Tracking Expenses
- Add a time entry with an expense amount
- Enter the dollar amount in the expense field
- Add a description of the expense
- Expenses are passed through at cost on invoices
Rate Sheets