Setting up Travel Costs

With the Service Invoicing module, you can establish travel billing rates and minimum charges. Many businesses track travel expenses such as mileage costs or overhead costs for maintaining vehicles. These expenses are often billed to the customer and listed as a travel or other cost.
The travel costs feature integrates with the Service Invoicing module and appears in the other cost category on an invoice.

1. Choose Microsoft Dynamics GP > Tools > Setup > Service Management > Invoice Setup > Travel Charges.
2. Complete the following fields:
   • Minimum Charge
     Similar to a flat or minimum rate charged for traveling. For example, if your minimum trip charge is $5, and you travel five miles with a charge of $.50 per mile, you would charge the minimum trip charge of $5 instead of $2.50.
   • Cost Rate
     Reflects the expenses that your company incurs on a per-travel unit basis to operate a vehicle. This rate could reflect depreciation expenses, maintenance expenses, leasing costs, and insurance costs per mile for the vehicle.
   • Billing Rate
     The rate you charge the customer to cover your cost rate. Usually, customers are charged a billing rate per mile to cover your operating and maintenance expenses.
   • Travel Units
     Describe the units used to measure travel. Examples are miles or kilometers.
   • Generic Description
     Appears on some invoice formats. For example, you may want to enter the itemized description of Travel Charge.
3. Choose Save.