How do we Add Mileage Rate for Canada

If you already have a mileage expense type that is being used for the US location, it can be updated to be used for Canadian users as well.

1. From the Administrator menu expand the Expense → Expense Type screen

2. Find the existing mileage expense type and select it to open the edit window

3. In the Unit Options field select “Mileage/K based on user”

4. Press Save. This will enable mileage entry option both in Miles and Kilometers based on the preferences

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5. Go to Mileage/Fixed Rate tab press Add to add an additional rate for KM

   1. Make sure the Unit Type is set to “Kilometers”

   2. The Rate should be set to the rate in kilometers in Canadian Dollars.

   3. The Currency should beset to Canadian Dollar

   4. In addition you can limit this rate by home Company/Department/Employee or Location by selecting an appropriate option. then Save

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To Set the Mileage Unit preference from the Admin screen

1. From the administrator menu expand the Organization → Employee tabs

2. Search and select an employee record you would like to update

3. Press the Preferences tab

4. scroll to the Unit Type (Mileage or KM) option and set the value to Kilometers

5. Make sure the user reimbursement currency matches the currency of the rate. In this case CAD

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If you are unable to see the Preferences tab, make sure to enable it through the security access rights from the Admin menu → Security → Role Manager

1. Select the security role that is assigned to you

2. Press the Accesses tab

3. Press Add

4. From the Access List pop-up window select the following option “Organization Employee Enable Employee Preference”

5. Press Ok

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6. Re-open the admin tab to see this option on the employee profile