Change System Default Settings in the Neat Mobile App
Learn how to change system default settings like currency, rate/mi, and tax categories in the Neat Mobile App.- Select the gear icon in the top right corner.
- Select Settings.
- Select System Defaults.
- In system defaults, you can adjust:
- Currency - choose between US Dollar and Canadian Dollar.
- Tax Categories - select between the following options in Neat:
- US Only - Only US tax categories will be available in your Tax Categories drop-down.
- Canadian Only - Only Canadian tax categories will be available in your Tax Categories drop-down.
- US & Canadian - All US & Canadian tax categories available in Neat will be available in your Tax Categories drop-down.
- Rate Per (Mi/Km) - adjust the reimbursement rate per Mi/Km. Remember to update this when rates change.
- Click Save when you are done making changes.
