Setting Mileage Rates

For A Single Client

Follow these instructions to set the mileage rate for a client. To change the rate for all clients at once, jump to the For All Clients instructions.

1. Click on Admin

Click Admin, the last button on the menu bar at the top of the page.

2. Click on Clients

Next, click Clients, located under the General heading.

3. Click on the Client name

Click on the line item of the client whose mileage rate you're changing.

4. Click on the Mileage Rate tab

Click on the last red tab, Mileage Rate.

5. Click on the Change Rate link

Under the current mileage rate, click on the link that says Change Rate.

6. Enter the New Rate

In the Set Rate window, enter the new mileage rate.

7. Enter the effective date

Enter the date when this mileage will become effective. You can also set up a future mileage rate change.

8. Click Save

The rate will be added and will automatically go into effect on the selected effective date.

For All Clients

You can also set the mileage rate for all clients at once.

1. Click on Admin

Click Admin, the last button on the menu bar at the top of the page.

2. Next Click on Company Info

Next, click Company Info, located under the General heading.

3. Click Update Existing Under Default Mileage Rate

Under the Accounting Setup group, there is the default daily bill rate and default mileage rate settings for new clients. Click the Update Existing link under the default mileage rate textbox.

6. Enter the New Rate

In the Set Rate window, enter the new mileage rate.

7. Enter the effective date

Enter the date when this mileage will become effective. You can also set up a future mileage rate change.

8. Click Save

All clients will now have the new rate.