How do I assign a mileage policy to an employee?

All employees are automatically assigned to the default mileage policy. To change this for an employee, go to their record from the “Employees” option on the main menu, then select “Expenses” from the large employee menu.

At the top of the expenses page, the name of the current policy assigned to the employee is shown. To change this, click on the “Change Mileage Policy” button. Then, when the dialog box appears, select the desired policy and click “Change Schedule” to assign the policy to the employee.

Note: Changing the policy won’t affect any expense claims which have already been processed and paid.

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