Finance | Project Operations, Human Resources, ...

Expense Management - Calculated mileage rate tiers

(1) Share

Report

Posted on by Community Member

Hi everyone,

I work for a customer in England and there is a regulation regarding the mileage allowance.

The regulation states that the rate is 0.45p up to 10.000 kilometres

and for more than 10,000 kilometres the rate is 0.25p.

I maintan the mileage rate like this:

What I now expect is that the system will track how many kilometers the employee has done within the year and automatically change the rate once he exceed the 10,000 kilometers.

But my result is different. The report determined the correct mileage for that employee, but the system only changed the rate when I exceed the kilometres in only one expense.

Does anyone solved this issue?

Thanks in advance!

I have the same question (0)

All responses (13)

Answers (0)

Suggested answer

Michal Krejza on at

Like (0)

Report

Hello Andreas,

Described scenario is definitely supported by Expense management. System stores miles from Expense reports and all data on Employee record (Expense > Mileage rates):

There you can check what is current status of each combination Rate + Vehicle type. And system must reflect that. If you have different results, please share more details about your setup and we can check it together.

One thing I have to inform you about - Mileage rates calculation resets on Calendar year - NOT Fiscal year. I had one customer complaining about it, but this is the design.

Was this reply helpful? Yes No
Community Member on at

Like (0)

Report

Hi Michal,

Many thanks for your response!

You can see my mileage rate setup in my first post.

Following scenario:

I posted an expense with that mileage. The status of that expense report is "Processed for payment".

In the table you mentioned (Employee --> Expense --> Mileage rates) there is automatically generated entry:

What I expect from the system (because I already posted an expense with mileage category for 600 kilometres) that when I create a new expense with the mileage category over 9500 kilometres that it changes the rate from Rate 1 (under 10k kilometres) to Rate 2 because the employee exceeds the 10k.

I think the problem is, that it does not record the mileage rates at the employee.

Nevertheless, when I run the report (Expense Management --> Inquiries and reports --> Mileage per employee) the correct data are there:

Do you need more information?

Thanks in advance!

Andreas

Was this reply helpful? Yes No
Michal Krejza on at

Like (0)

Report

Hi Andreas,

I know you have created a service request to our support team. My colleague just asked me about it. In my opinion this might be caused by some security roles setup. Maybe the user doesn't have full access to this table. It is just a guess.

We will continue in our work in service request and we will update the thread later with solution.

Was this reply helpful? Yes No
Community Member on at

Like (0)

Report

Hi,

Was a resolution ever found for this as we are facing a similar issue, especially after updating to 10.0.18.

Thanks

Steve

Was this reply helpful? Yes No
Natascja 45 on at

Like (0)

Report

Hi, I'd be interested to know if you find an answer as we have the same scenario. Thanks Natascja

Was this reply helpful? Yes No
Mia07 95 on at

Like (0)

Report

I am facing the issue where i have configured the different rates for the first 10k mile @ 45p/mile and above 10k miles @ 25p/mile.

When entering an expense report, for the first 10k miles, the rate being picked up is 25p/mile, i have checked and my user has not logged any mileage expenses so technically the rate for the first 10k miles of 45p/mile should be picked up.

Current version 10.0.19.

Am i missing something here?

Was this reply helpful? Yes No
Mia07 95 on at

Like (0)

Report

For info, i have found this docs.microsoft.com/.../set-up-mileage. Currently setting it up but I am abit confused on how to configure the tiers so that anything above 10k miles automatically switches to 25p/mile

If anyone manages to figure it out, please let me know.

:)

Was this reply helpful? Yes No
Natascja 45 on at

Like (0)

Report

I'm getting exactly the same re rate changes only within one expense :-(

Was this reply helpful? Yes No
Natascja 45 on at

Like (1)

Report

If you enter 10,000 against the 0.45 and then 9,999,999 against the 0.25 it should charge the first 10,000 miles at 45p. The trouble I'm having is getting the system to change the rate based on the cumulative miles.

Was this reply helpful? Yes No
Mia07 95 on at

Like (0)

Report

Thank you for that, i am also getting the same issue. Have you raised this with Microsoft?

Was this reply helpful? Yes No