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Select Max Per Diem if you are creating a per diem expense type that covers both meals and lodging.

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Max Per Diem Expense Type:

1. Click on Expense to expand the menuExpand Expense by clicking on the plus sign.
2. Click on Expense Type.
3. Click the Add button in the Expense Type window. 
4. In the Format Type field, select Max Per Diem.
5. In the ID field, enter on the Add button.
6. Fill in the following fields:
   1. ID*: Enter an ID for the Expense Type. The maximum length of this field is 20 characters
   .In the Expense Group field, select the expense type group to which this expense type will belong
   1. .
   In the Name field, enter
   1. Name*: Enter a name to identify the expense type. The maximum length of this field is 100 characters.
   In the Restrict Access field (optional), select Yes if this expense type will only be available on reports you assign it to or No if this
   1. Description: Enter text to further identify the expense type. This field is limited to 255 characters.
   2. Format Type*: Select Max Per Diem
      1. Image Added
   3. Expense Group*: Select the expense group from the drop down associated with the expense type.
   4. Restrict Access: 
      1. Yes  - If the expense type will be restricted based on OBS or WBS assignment. This can pertain to a specific group or individual.
      2. No  - If the expense type will be available
   to
   1. 1. for all
   reports
   1. 1. . 
7. In the Description field (optional), enter text to further identify the expense type. This field is limited to 255 characters.
8. In the Require Notes field, select Yes or No to require or not require notes for the expense.
9. In the Allow Modify Description field, select Yes or No to allow or not allow modification to the description.
10. In the Grid Grouping field (optional), enter
    2. Require Notes*:
       1. No - Notes field on expense type is optional.
       2. Yes  - Notes field on expense type is required before the expense can be saved.
    3. Allow Modify Description*:
       1. No - If description field is not needed on the expense type.
       2. Yes  - If description field is needed on expense type and user is able to update the description text. This field is defaulted to the expense type name.
    4. Grid Grouping - Enter a name that will be used as the heading for this expense type when users enter expenses using the Grid Entry view.Image Added
    In the 
    1. City
     field
    1. *: (Note: Yes must be selected if: this is a per Diem expense type; if an expense policy rule will be created comparing this expense type to the rates in the per Diem tables; or if VAT taxes may apply to this expense type.):
       Select 
       1. 1. Yes
        if
       1. 1.  - If employees must select a city when entering this expense type.
       Select 
       1. 1. No
        if
       1. 1.  - If no city field will appear for selection when employees enter this expense type.
       The 
       1. Per diem Hours
        field is enabled whenever you select
       1. : Only shows up if format type is set to "Meals Per Diem Only
       format type. 
       1. "
          1. Yes - When Per diem expense type requires tracking of user actual time out of the office.

          2. No - By default the field will be set

       to No and only should be set to yes when Per diem expense type requires tracking of user

       1. 1. to No but keep as No if user does not need to track the actual time out of the office.

        Note: Once The Recurring Charge option is to be used if

       1. 1. Info
             Once the field is selected and saved the value can no longer be updated.

    2. The Meals Provided field (optional), when enabled, will show breakfast, lunch and dinner options in the application. 
    3. The Full Day, Three Fourths Day, Half Day and One Fourths Day fields (optional) is where you can rename the labels of each type of work day also when enabled, will show in the application. 
    4. In the Default First Day field, select All Day, 3/4 Day, Half Day or 1/4 Day.
    5. In the Default Last Day field, select All Day, 3/4 Day, Half Day or 1/4 Day.

    6. 1. 1. 
             

       1. Meals Provided: Enter in a label to be shown to user and also check the box "*Meal Provided" if users will need to inidicate while meals were provided. 
       2. Full Day: Enter in a label to the shown to the user and also check the box "Enable" if the option will be available for users to chose from for Out of Office. This is based on the Allowance Rule setup.
       3. Three Fourths Day: Enter in a label to the shown to the user and also check the box "Enable" if the option will be available for users to chose from for Out of Office. This is based on the Allowance Rule setup.
       4. Half Day: Enter in a label to the shown to the user and also check the box "Enable" if the option will be available for users to chose from for Out of Office. This is based on the Allowance Rule setup.
       5. One Forths Day: Enter in a label to the shown to the user and also check the box "Enable" if the option will be available for users to chose from for Out of Office. This is based on the Allowance Rule setup.
       6. Default First Day*: Select the value defaulted for the first day. For example if the first day gets 50% of the per diem, select the out of office set set up for 50%. This could be the half day option depending on the allowance rule set up.
       7. Default 1 Day*:  Select the value defaulted for the days in between. For example if the second day gets 100% of the per diem, select the out of office set set up for 100%. This could be the full day option depending on the allowance rule set up.
       8. Default Last Day*: Select the value defaulted for the last day. For example if the last day gets 25% of the per diem, select the out of office set set up for 25%. This could be the one forths day option depending on the allowance rule set up.
       9. Recurring Charge*:  
          1. Yes - If you want to enable date range copy of the same charge, for example; hotel room for 5 nights.
          2. No - If a date range for the expense is not available.
       10. Template Expense Type: This is used for OCR matching. If the receipt can be scanned and recognized as the category selected in this field, it will select the expense type. 
       In the 
       1. Online Help
        field (optional), type in
       1.  - connect a website to
       connect to
       1. the application through the help button at the bottom of the
       page in the application
       1. screen.
        
       In the 
       1. Expense EXPRESS
       Icon field (optional), select an icon to show for your expense type.Save
       1. - Select the icon that will be displayed on Expense Express menu.
    7. Click Save to save this Expense Type.