How to import mileage claims in bulk
This article explains how to upload a group of mileage claims into FreeAgent.
If you don’t want to create each individual mileage claim manually, you can bulk upload several at once. Depending on your FreeAgent account type, you'll either find the 'Expenses' area along the main tab at the top of the screen or under the 'My Money' drop-down menu.
Please note that you won't be able to import mileage claims in bulk if you have an unincorporated landlord account.
Navigate to the 'Expenses' area
Navigate to the 'My Money' tab at the top of the screen and select 'Expenses' from the drop-down menu.
Next, select 'Import Expenses' at the top right of the screen.
Select the 'Mileage' tab, and you'll be prompted to download our 'Mileage template'.
How to fill in our mileage template
The table below shows you how to fill in the template.
| Column Name | What to enter | Example | Required? |
|---|---|---|---|
| claimant_name | The full name of the FreeAgent user the mileage claim is for. This is case sensitive and must match exactly with the user's name in FreeAgent. | Nathan Barley | Yes |
| DD/MM/YYYY |
The date of the mileage claim. This must be in DD/MM/YYYY format, regardless of the date format in your FreeAgent account. |
25/05/2021 | Yes |
| description | A description of the mileage being claimed. | Travel to a client's office | Yes |
| mileage | The number of miles travelled. | 83 | Yes |
| vehicle_type | Enter the type of vehicle you travelled in. This can be one of "Car", "Motorcycle" or "Bicycle". | Car | Yes |
| engine_type | If the vehicle you travelled in was a car, enter the engine type. This can be one of "Petrol", "Diesel", "LPG" or "Electric". | Petrol | This is required if vehicle_type is Car. |
| engine_size |
If the vehicle you travelled in was a car, you need to supply the engine size. If you selected "Petrol" or "LPG" for engine type above, enter one of "Up to 1400cc", "1401-2000cc" or "Over 2000cc". If you selected "Diesel" for engine type above, enter one of "Up to 1600cc", "1601-2000cc" or "Over 2000cc". If you selected "Electric" above, enter the value "All". |
1401-2000cc | This is required if vehicle_type is Car. |
| reclaim_mileage | If you wish to reclaim this mileage at the Approved Mileage Allowance Payments (AMAP) rate, enter 1. If you do not wish to reclaim this mileage, enter 0. | 1 | If blank, this will not be reclaimed. |
| project_client | The name of the FreeAgent contact this mileage claim is for. This is case sensitive and must match exactly with the contact's name in FreeAgent. | Fez Consulting Ltd |
If blank, no project will be assigned to the mileage claim. If you want to link this mileage claim to a project, you must enter both project_client and project_name. |
| project_name | The name of the project this mileage claim is for. This is case sensitive and must match exactly with the project's name in FreeAgent. | Business Strategy |
If blank, no project will be assigned to the mileage claim. If you want to link this mileage claim to a project, you must enter both project_client and project_name. |
| rebill_to_project | If you want to rebill this mileage claim to your contact, enter "True". If you don't want to rebill this mileage claim, leave this blank. | True |
To rebill a mileage claim, project_client and project_name must be entered above. If blank, this mileage claim won't be rebilled. |
| rebill_mileage_ rate |
If you're rebilling this mileage claim to your contact, enter the value per mile (plus VAT) that you wish to rebill. |
30 |
This is required if you've opted to rebill_to_project above. |
| have_vat_ receipt |
If you wish to reclaim VAT on this mileage claim and you have a VAT receipt, enter "True". If you don't, leave this blank. | True | If blank, we will not reclaim VAT. |
Upload the template
Select the CSV file you want to import and then select ‘Upload’.
Review the imported mileage claims
Once the upload is complete, you'll be prompted to review your newly added mileage claims.
If you realise that you've made an error, or want to remove the most recent mileage claims, select 'Latest Import' from the drop-down menu.
Then, select 'Undo Last Import'.
Please note that you'll only be able to review and undo an import that you have uploaded into FreeAgent. You'll not be able to review or undo an import that was uploaded by another user or your accountant (if you work with an accountant who is a FreeAgent partner).
You can see a record of the mileage claims being uploaded by any user in the 'Audit Trail' report.
