Purposes allow your employees to keep all of the mileage, expenses, and revenue separate for each source of income or category. Team Members will now see the Purposes as preset options and their reports will have mileage and expenses allocated into the categories they’ve set. Setting Purposes for all of your employees is easy! Here's how:
Step 1: Click the Team Settings tab (located on the left-hand side of the scree) on the Team Dashboard.
If you'd like to set specific Rates and Purposes for a certain sub-team as an Owner, first click on the sub-team name of that Admin or Manager, and then click on the Settings tab.
Step 2: Click Rates & Purposes.
Step 3: Click + ADD NEW to add a new Purpose.
If the Mileage Rate is set for your Purpose, it'll overwrite the Default Rate. If left blank, it will fall back to the Default Rate.
Step 5: Enter the information and click ADD to set Purposes and Mileage Rates for your team.
You're done! Have questions? We'd love to hear from you at firstname.lastname@example.org. Please note that Team Members will have to close and reopen Everlance to see the updated Rates and Purposes.
Visit the Teams Dashboard here!