Max Per Diem

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

For these types of expenses, a user simply enters a start date and end date and the totals get calculated based on the max per diem rate unit.

Max Per Diem Expense Type:

1. Click on Expense to expand the menu.
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 an ID for the Expense Type. The maximum length of this field is 20 characters.
6. In the Expense Group field, select the expense type group to which this expense type will belong.
7. In the Name field, enter a name to identify the expense type. The maximum length of this field is 100 characters.
8. 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 expense type will be available to all reports. 
9. In the Description field (optional), enter text to further identify the expense type. This field is limited to 255 characters.
10. In the Require Notes field, select Yes or No to require or not require notes for the expense.
11. In the Allow Modify Description field, select Yes or No to allow or not allow modification to the description.
12. In the Grid Grouping field (optional), enter a name that will be used as the heading for this expense type when users enter expenses using the Grid Entry view.
13. In the City field (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 Yes if employees must select a city when entering this expense type.
    • Select No if no city field will appear for selection when employees enter this expense type.
14. The Per diem Hours field is enabled whenever you select Meals Per Diem Only format type.  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 actual time out of the office. Note: Once the field is selected and saved the value can no longer be updated.
15. The Meals Provided field (optional), when enabled, will show breakfast, lunch and dinner options in the application. 
16. 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. 
17. In the Default First Day field, select All Day, 3/4 Day, Half Day or 1/4 Day.
18. In the Default Last Day field, select All Day, 3/4 Day, Half Day or 1/4 Day.
19. The Recurring Charge option is to be used if you want to enable date range copy of the same charge, for example; hotel room for 5 nights.
20. In the Online Help field (optional), type in a website to connect to the help button at the bottom of the page in the application. 
21. In the Expense EXPRESS Icon field (optional), select an icon to show for your expense type.
22. Save.