Adding a Purpose (income source or other classification for your Trips or Transaction) to your Everlance account is easy! Instead of classifying a trip as "Work," this feature allows you to specify which business the mileage is for.
Watch the 1-minute tutorial or keep reading!
1. Click "Account" in the Web Dashboard.
2. Click "Purpose." You can select from a variety of business lines on this screen.
If yours isn't listed, click "Add Custom" to add your own (enter it in the "Enter Purpose/company name" field). Once you've added your own Purpose, it will be listed with the other ones that are highlighted green. You can add as many as you'd like!
If you have any questions, please reach out at firstname.lastname@example.org. We're glad to help!