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CRM Idea Center
Status Already exists
Categories Mileage
Created by Guest
Created on Sep 18, 2026

Add end-of-day branch check-in to capture return mileage to the office

Mileage Assist currently supports a branch start check-in at the beginning of the day but has no equivalent option for end of day. As a result, the mileage driven from a rep's last account stop back to the branch is never logged and does not appear in the Mileage Assist Details Report. This creates an incomplete daily mileage record and leads to underreported mileage reimbursement.

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  • Admin
    Alex Chesnutt
    Sep 18, 2026

    Great news! This feature already exists in Mileage Assist!

    And Administrator would select Agency as their end location in Mileage Settings and then on the report the distance from the last stop to the agency would be calculated.

    In order to ensure this feature works:

    1. Users must have a primary agency assigned from Settings > Users > Edit > Primary Agency

    2. The branch must have an address listed Settings > Sales Territory Management > Branch > Edit > Address