In organizations where employees are often on the move, it's vital to accurately manage and track each member's drives for precise expense tracking and reimbursement. Atto's Mileage Tracking feature provides a straightforward and effective interface for this purpose, designed for both management roles and members. Here’s how to efficiently manage Member Drives within Atto.
Accessing Member-Specific Mileage
-
Open the Atto app.
-
Tap the ‘Reports’ tab at the bottom.
-
Choose the “Miles” option.
-
In the ‘Members’ section, select a member to view their individual mileage data. (Note: Only for Management Roles.)
Understanding the Member Mileage Dashboard
Selecting a member or viewing as a driver presents a detailed mileage breakdown:
-
Total Miles: Displays overall miles driven within the selected timeframe for an overview of travel distance.
-
Total Drives: Counts the individual trips made.
-
Total Logged Value: Summarizes the total value of drives, including parking and toll expenses.
-
Drive Value: Isolates the financial value of the drives.
-
Parking Fees & Tolls: Details additional expenses incurred during trips.
Adding a New Drive
-
On Mobile tap the ‘+’ icon at the top right, on the web click '+ Create' on the left-side menu.
-
Select “Add Drive”.
-
Complete the drive details:
-
Select Member (Note: Only for Management Roles.)
-
Add Date
-
Start and End Location
-
Parking and Toll Fees (if applicable)
-
Notes (regarding the trip purpose)
-
-
Tap “Add Drive” to save the new drive.
Deleting a Drive
-
Open the Atto app.
-
Navigate to the ‘Reports’ tab.
-
Select “Miles”.
-
From ‘Members’, pick a member to view their mileage.
-
Scroll to ‘Drives’, choose the drive for deletion.
-
Confirm the deletion if certain, as this action is irreversible.
This guide ensures that management roles and employees can utilize Atto's Mileage Tracking to its full potential, providing a streamlined approach for managing travel expenses and reimbursements efficiently.