Adding / Amending rates for daily allowance categories

Adding / Amending rates for daily allowance categories

From the administration menu in the side bar navigate to Expenses and then click on Categories.

Click the Pencil icon on the Daily Allowance categories in order to enter the category options for this category.

On the following screen click on the Edit rates option.

The rates are split by organisation, the country they are applicable from and the date they are effective from.

You can edit any rates within this screen by clicking the Pencil icon or you can add new rates by clicking Add new.

Rates for Daily Allowance for meals

When Add new is clicked you will be taken to the following screen where a new rate can be added.

There are 5 fields that need to be populated with information.

Organisation – The organisation the rates will be applicable for.

Country – The country the rates will be applicable in.

Takes effect from – The date the rates will be effective from.

Rate – The rate added here is the rate the system will use.

Deduction – This is the deduction % per meal that the system will deduct based on the allowance. Number of meals is also a required option.

Rates for Daily Allowance

The rates for the daily allowance category are the same as the rates for daily allowance for meals except there are no reductions based on the meals taken per day.

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