Set up periods and reminders for your mileage reports

Do you forget to submit your mileage report and would like to be reminded?

You can set a custom reporting period, which makes it easier to create mileage reports with the correct time frame for your deductions and reimbursement. You can set a yearly, quarterly, monthly, biweekly/fortnightly or weekly reporting period. You can also choose to be notified via email when you need to create a report.

 If you are part of a Team, the Team admin can set a reporting period and a reminder for the workplace and all members will be notified via email when they need to create a report. 

Once you’ve set a reporting period, you’ll be able to select and use it from the date selector drop-down menu when creating a report.

When generating a report in the app or on the Driversnote website, tap/click on the time selector of the report. You can see the set reporting period on top of the menu.

In this article

Set a reporting period

  1. Log in to Driversnote
  2. Go to Settings > Workplaces
  3. Select the Workplace you want to set a reporting period for
  4. Please note

    Each Workplace can only have one reporting period.

  5. Click the Period dropdown option and select how often you need to report your mileage (Yearly, Quarterly, Monthly, Biweekly/Fortnightly, Weekly)
  6. Click the Starting date option to select when the reporting period should start
  7. Check the box Send an email reminder, if you would like us to send you a reminder one business day after your reporting period ends. If you don’t wish to receive a reminder, simply leave the box unchecked. 

    The email reminder will include a preview of the report for all your personal/private and business trips associated with the selected Workplace.
  8. Click Save

Set a reporting period for a Team

  1. Log in to Driversnote
  2. Go to Settings > Workplaces
  3. Select your Team’s Workplace
  4. Click the Period dropdown option and select how often you need to report your mileage (Yearly, Quarterly, Monthly, Biweekly/Fortnightly, Weekly)
  5. Click the Starting date option to select when the reporting period should start
  6. Check the box Send an email reminder if you would like us to email you and your Team a reminder including a preview of your reports one business day after your reporting period ends
  7. Click Save

Please note

While only a Team Admin can set reminders for reporting periods, settings will apply to all team members.

All Team members will have the same reporting period and will be reminded by email. If a member doesn’t wish to receive reminders for their Team’s reporting periods, they can disable them by customizing their notification settings in the mobile app or on the website.


Common Questions

Q: How can I change my reporting period?

You can change your reporting period by going to Settings -> Workplaces and clicking on the workplace with a set reporting period. You can edit the time period, as well as your preference for email reminders.

Q: In what format can I get my mileage report?

You can download your mileage report as a PDF or Excel file.

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