Setting a Mileage Rate for Expense Requests allows Superusers to set default values for Requesters, ensuring that the correct rate is always selected.
- Navigate to Settings
- Select Customize Request for Expense Form
- Set your default rate, currency, and lock.
These settings can exist in three different states:
Undefined and Unlocked
This is the default setting within Procurify. Requesters will be able to submit their Requests with any mileage rate they choose, in any currency. No values are pre-entered at the Request stage.
Defined and Unlocked
If a default value and currency have been set, but the lock switch is set to Off, Requesters will have the default values pre-entered, but they will be able to make any changes while creating their Request for Expense.
Defined and Locked
With values defined, and the lock switch set to On, Requesters will have the default values pre-entered, but they will not be able to make any changes to the mileage rate when submitting their Request for Expense.