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:
- You won't be able to import mileage claims in bulk if you have an unincorporated landlord or universal account.
- You can upload a maximum of 1,000 mileage claims on a single import. If you have more than 1,000 to upload, you'll need to split them over multiple imports.
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. Find out more about claiming motor expenses.
| Column name | What to enter | Example | Required? |
| claimant_name | The full name of the FreeAgent user the expense 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. |
25/04/2023 | 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 a 'Car', 'Motorcycle' or 'Bicycle'. | Car | Yes |
| engine_type | If the vehicle you travelled in was a car, enter the engine type. This can be '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, enter 'Up to 1400cc', '1401-2000cc' or 'Over 2000cc'. If you selected 'Diesel' for engine_type, enter 'Up to 1600cc', '1601-2000cc' or 'Over 2000cc'. If you selected 'Electric' for engine_type, 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, the mileage will not be reclaimed |
| project_client | The full 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 the 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. | Website Design |
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 the 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 |
If blank, the mileage claim will not be rebilled. If you want to rebill this mileage claim, you must enter both the project_client and project_name |
| 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 |
| 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, VAT will not be reclaimed |
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 'Import Expenses' at the top-right of the screen.
Then, select 'Undo' to the right of the import that you want to remove.
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).