I have the same issue; need the capability on the Add Expense property card to calculate the dollar amount of mileage base on user input of miles driven times the IRS rate.
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Calculating Mileage for Expenses
I was trying to set up a way so that when a user is creating an expense sheet which contains mileage, we could calculate the reimbursable amount based on the IRS mileage rate. I started by creating a custom field called Mileage at the expense level and then started to create a workflow rule that would check for the expense category = mileage which would update the field Amount, however it doesn't look like the field Amount is available for me to have updated by a workflow rule. Am I doing something wrong?
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Hi Ashley,
Thanks for reaching out! Indeed the field Amount in not update-able since it is a calculated field that is based on the local amount. In the workflow you need to update the local amount for that and will automatically update the Amount field.
Please let me know if you got this tackled.
Thanks,
Tamir
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Perfect. Thanks!
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@Tshaeffer here's how I did it (and it worked perfectly) I created a field called Mileage at the Expense level. I added it to the default user view in the expense sheet and then I created the attached rule.
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