Once the OBS, Expense Types and Cities have been set up, per diem rates can be added to they the system
Loading Government Per Diem Rate Data
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- Expand the Expense menu.
- Expand the Per Diem Setup menu.
- Click on Per Diem Rate.
- Click the Add button.
- Follow the guidelines in the table below.
- Click the Save button.
- To enter another rate, click the New button.
- Click the Back button.
Field | Description |
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Operating Unit | select a particular operating unit or leave |
this field set to ALL to apply the rule to all organizations. (If T&E System Options "Expense - Per Diem Rate" is set to Operating Unit) | |
| Department | select a particular department or leave this field set to ALL to apply the rule to the entire organization. |
| Location | select a particular Location or leave |
| this field set to ALL to apply the rule to all Locations. (If T&E System Options "Expense - Per Diem Rate" is set to Location) |
Country | select a particular |
Country or leave |
this field set to ALL to apply the rule to |
all Countries. | |
| State | select a particular State or leave this field set to ALL to apply the rule to all States. |
Traveled City | enter or look up a city that was previously created. |
Effective Date | enter the date from which this rate will be effective. |
Currency | select the currency for this rate. |
From Month | select the month to which this rate applies. |
From Day | select the day (of the month above) to which this rate applies. |
To Month | select from the month to which this rate applies. |
Day To |
select from the day (of the month immediately above) to which this rate applies. | |
Lodging Rate | enter the lodging per diem rate. |
Meals Rate | enter the meals per diem rate. |
Maximum Rate | enter the maximum per diem rate (generally the total of the lodging and meal rates). |
Incidental Rate | enter the incidentals rate (optional) |
| Info |
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A per diem validation policy is available to check excess per diem against the sum of meals and lodging when both meals and lodging are charged on the same date. This can also check against meals or lodging when only meals or lodging are charged on a particular date. Please see the "Expense Policy Rules" guide for more details. |
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