Automatic Mileage between Two Shifts

Automatic Mileage between Two Shifts

Automatic Mileage Between Two Shifts Tip Sheet

Overview

The Automatic Mileage Between Two Shifts feature allows Aaniie to automatically calculate and create mileage reimbursement records when caregivers travel between client shifts.

When enabled, the system calculates mileage between qualifying shifts and associates the reimbursement with a designated administrative client and charge code for payroll and reporting purposes.


How Automatic Mileage Works

When a caregiver:

  1. Completes one shift.

  2. Travels to another scheduled shift.

  3. Meets the configured mileage requirements.

Aaniie can automatically calculate mileage between the two shifts and generate a mileage reimbursement record.

Mileage is based on the locations associated with the shifts and the settings configured in Site Settings.


Creating a Mileage Client

Before enabling Automatic Mileage, you must create an administrative client that will be used to track mileage reimbursements.

Example Client Names

  • Mileage Client

  • Travel Client

  • Mileage Reimbursement

  • Administrative Mileage

Client Information

When creating the client:

FieldRecommendation
NameMileage Client
Date of BirthAny date
Phone NumberAgency phone number
AddressAgency address

This client is used only for mileage tracking and reporting purposes.


Enable Automatic Mileage

Menu → Settings → Site Settings

Scroll to the:

Accounting section.


Understanding Setting Descriptions

Many Site Settings include an information icon ().

Hover over the icon to view a description explaining how the setting functions.

These descriptions can help determine the appropriate configuration for your agency.


Configure Automatic Mileage Settings

Same-Day Shift Requirement

Option

Second Shift Must Take Place on Same Day as First Shift

Enabled

Mileage will only be calculated when both shifts occur on the same calendar day.

Disabled

Mileage may be calculated even when shifts span multiple days, depending on other configuration settings.

Select the option that best matches your agency's mileage reimbursement policies.


Auto Mileage Client

Select the administrative Mileage Client created earlier.

Example

Mileage Client

This client will receive the automatically generated mileage entries.


Max Minutes Between Shifts

Enter the maximum number of minutes allowed between two shifts for mileage to be calculated.

Example

If set to:

240 Minutes

Mileage will only be generated when the gap between shifts is four hours or less.


Minimum Miles

Optional.

Specify the minimum mileage required before reimbursement is created.

Example

5 Miles

Trips shorter than five miles will not generate mileage reimbursement.


Maximum Miles

Optional.

Specify the maximum mileage allowed for automatic reimbursement.

Example

100 Miles

Trips exceeding the configured maximum will not generate automatic mileage.


Auto Mileage Charge Code

Select the charge code that should be associated with mileage reimbursements.

Examples

  • Mileage

  • Travel Reimbursement

  • Mileage Expense

The selected charge code is used for payroll and reporting purposes.


Save the Configuration

After all settings have been entered:

Click:

Save Settings

to activate the Automatic Mileage feature.


Reviewing Mileage Reimbursements

Mileage reimbursements are visible through payroll reporting.

Menu → Accounting → Reports

Run:

Payroll Report

The report will display mileage reimbursements generated by the system.


Common Use Cases

Caregiver Travel Reimbursement

Automatically compensate caregivers traveling between client locations.

Payroll Processing

Include mileage reimbursements in payroll calculations.

Travel Documentation

Maintain a record of mileage traveled between client visits.

Compliance and Record Keeping

Track mileage reimbursement activity for reporting and auditing purposes.


Troubleshooting

Mileage Is Not Being Generated

Verify:

  • Automatic Mileage is enabled.

  • A Mileage Client has been selected.

  • A Mileage Charge Code has been selected.

  • The gap between shifts does not exceed the configured maximum.

  • The mileage falls within any configured minimum and maximum limits.


Mileage Does Not Appear in Payroll Reports

Verify:

  • The Payroll Report includes the applicable date range.

  • The Mileage Client is configured correctly.

  • Mileage records were generated during the selected period.


Wrong Client Appears on Mileage Records

Verify that the correct administrative Mileage Client has been selected in Site Settings.


Best Practices

  • Create a dedicated Mileage Client for reimbursement tracking.

  • Use a specific Mileage Charge Code.

  • Review mileage reimbursements regularly through payroll reports.

  • Establish reasonable minimum and maximum mileage thresholds.

  • Verify agency reimbursement policies before enabling automatic mileage.


Quick Reference

SettingPurpose
Second Shift Must Take Place on Same DayRestricts mileage to same-day shifts
Auto Mileage ClientAdministrative client used for mileage records
Max Minutes Between ShiftsMaximum allowable gap between shifts
Minimum MilesMinimum distance required for reimbursement
Maximum MilesMaximum distance allowed for reimbursement
Auto Mileage Charge CodeCharge code assigned to mileage entries

Key Takeaway

The Automatic Mileage Between Two Shifts feature allows Aaniie to automatically calculate mileage reimbursement between qualifying caregiver shifts. By creating a dedicated Mileage Client, configuring mileage settings, and assigning an appropriate charge code, agencies can streamline mileage tracking and reimbursement while maintaining accurate payroll records.

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