Lodging Per Diem

Select Lodging Per Diem if you are creating a per diem expense type that covers only for lodging.

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

Meals Per Diem Expense Type:

1. Expand Expense by clicking on the plus sign.
2. Click Expense Type
3. Click on the Add button.
4. Fill in the following fields:
   1. ID*: Enter an ID for the Expense Type. The maximum length of this field is 20 characters.
   2. Name*: Enter a name to identify the expense type. The maximum length of this field is 100 characters.
   3. Description: Enter text to further identify the expense type. This field is limited to 255 characters.
   4. Format Type*: Select Lodging Per Diem.
      1. 
   5. Expense Group*: Select the expense group from the drop down associated with the expense type.
   6. 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 for all. 
   7. 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.
   8. 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.
   9. 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. \
      
      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. 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.
   11. City*: (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.):
       1. Yes - If employees must select a city when entering this expense type.
       2. No - If no city field will appear for selection when employees enter this expense type.
   12. Recurring Charge*:  
       1. Yes- Date Range - If you want to enable date range copy of the same charge, for example; hotel room for 5 nights.
       2. Yes- Number of Units- If you would like the users to enter a numbr of units, i.e. the number of days instead of a date range
       3. No - If a date range for the expense is not available.
   13. 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. 
   14. Online Help - connect a website to the application through the help button at the bottom of the screen.
   15. Expense EXPRESS - Select the icon that will be displayed on Expense Express menu.
5. Click Save to save this Expense Type.

* Indicates a required field