Tracking round trip distance
SECURITY Security level with Admin permission to configure Finance, Accounting, & Invoicing. Refer to Admin security settings.
NAVIGATION > Admin > Features & Settings > Finance, Accounting & Invoicing > Billing Codes
To simplify tracking mileage to and from an organization location, you can enter the round-trip distance between your internal location and each customer's into Autotask, and then have that number of miles or kilometers automatically applied when you select a specific material code.
To enable this feature, do the following:
If you already have a code called Mileage or Travel Charges, you can use that one. If not, you must set up a Material Code for mileage.
- To open the page, use the path(s) in the Security and navigation section above.
- Complete the fields as described and then Save.
Field | Description |
---|---|
Name | Specify a descriptive name like "Mileage" or "Kilometrage". |
Unit Cost | Specify your cost; that is, the amount your company reimburses per mile. |
Unit Price | Specify the rate you will charge you customer. |
Available as a Quick Charge | If you make the material code available as a Quick Charge, the mileage/kilometrage can be entered directly on the time entry page. For more on adding a quick charge, refer to the field descriptions in Adding a ticket time entry. |
Active | Select whether the Material Code is active (the default) or inactive. |
Refer to Material codes.
- Open the Edit Organization page for the organization you want to update.
- Enter the number of miles or kilometers in the Round-Trip Distance field and save your changes.
- Open a Ticket Charge or Project Charge page from a ticket or project.
- In the Material Code field, select the material code you have designated for this feature. Refer to Mileage/Kilometrage defaults (applies to Ticket Charges, Project Charges, and Contract Charges).
The Unit Cost, Unit Price, and Quantity fill in automatically, and the Billable check box is selected.
- Complete remaining fields as needed and save your changes.