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 Settings tab on the Teams Dashboard.
Step 2: Click Rates & Purposes.
Step 3: Click + ADD NEW to add a new Purpose or hover over the preset Purpose to update the Name or Mileage Rate.
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!