Version: Business Enterprise Advanced
Platform: Web Android IOS
Role: User Manager Accountant Administrator
In this article, you will find the detailed procedure for setting up a system to track the kilometres travelled by your users. To obtain this information, you will need to follow a step-by-step procedure:
- Create a customizable export
- Use the Excel export for your reporting
1) Creating an export :
Go to the "data analysis" module (1) > Customizable export (2).
Then make the following settings:
- Select a list of expenses (3) that you can filter according to the desired period (4) (the previous month, this month, this year, etc)
- select only the "Mileage" expense category (5):
From the list of data to be displayed, you can remove those that are not important to you. In the list of available data, you can look for the "distance: distance travelled" variable, which will give you the number of kilometres travelled for each expense.
Here is the list of data that we suggest you display:
Once set up, you can generate the export in Excel format (6) :
If this export is to be carried out regularly, we recommend that you save it as a favourite so that you don't have to re-configure it every month.
2) Using the generated file
Once the file has been exported, you can easily use the Excel functions to add up the total number of km, for example, and/or complete your reporting with graphs, formulas, sorting, etc.
For more details or if you have any questions,
please contact our support team: support@n2f.com