Expense Claims

The Expenses Claims screen has two sections covering Mileage Claims and Other Claims.

Mileage Claims

This section is designed to enable you to claim the appropriate mileage allowance whenever you use a vehicle on official business.

The Mileage Claims section has a blank row to enable you to start entering your claim for mileage reimbursement.

There are several fields and icons that are used to complete a mileage claim, and these are explained in more detail below.

Date

This is the date that the journey occurred on. You can either enter the date in the field or select the date from the calendar that appears when you click on the date picker icon on the right-hand side of the field. While the date can be entered using different input formats, e.g. dd/mm/yy, dd-mm-yy or dd.mm.yy, it will be displayed in an easy to read format, e.g. 01 Jan 2010.

Expense Types

The list of expense types available varies according to your job and whether you are registered as a vehicle user. For someone who uses their own vehicle to perform their duties, they would typically have Business Miles and PTR Miles as expense types.

Vehicle

For certain expense types you are required to specify the vehicle that you used for the journey. This is usually the case for the Business Miles expense type because the rate paid is based upon the vehicle’s engine size. Click on the Vehicle list box to select the vehicle that you used.

The PTR Miles expense type is a unified rate, and normally you are not required to specify which vehicle was used. In which case, the Vehicle list box will be disabled.

Journey Reasons

For certain expense types you may be required to provide a reason for the journey, e.g. Clinical Visit or PCT/Trust Meeting.

Journey Start and End

The journey start and end fields are controlled by selecting an icon from list box on the left-hand side of the field. Here is what the icons represent:

Base – when you select this icon your designated work base will appear in the adjoining field.