How do I add my employee or reference ID to a report?

What it is for

An employer, a client or an accountant may file your mileage log under a number of theirs: an employee ID, a vendor number, a client code. Save it once and OdoTax prints it at the top of your reports. It is optional, and it is one ID for the whole account, on the free plan too.

Add it

1. In OdoTax, open Settings and scroll to Reports
2. Tap Employee / Reference ID
3. Type your ID — any text up to 64 characters
4. Tap Save

The row now shows your ID where it read Printed on your reports. Save stays pale until the text differs from what is saved, and the row needs a connection to open.

In the browser

1. Sign in at my.odo.tax and open Settings → Profile
2. Click Employee / Reference ID — it reads None until you add one
3. Type your ID and click Save

It is the same ID as in the app: set in one place, it shows in the other.

Where it prints

On the first page of a report’s PDF, in the row of fields under the title: Employee / Reference ID stands beside Account. It is on the tax log, on a reimbursement claim (a report made with its own Rate per mile) and on a single drive’s report. It is in the PDF only — not in the CSV.

Reports you already made

A report keeps the PDF it was made with, so only reports made after you save the ID carry it.

Change it or remove it

Open Employee / Reference ID again, type the new one and save. To remove it, empty the field and save: reports then print none.