Creating Allowance Items - Daily Travel
To create an allowance item:
1. Select the Admin tab then select the
Allowance Items option from the left-hand side of the page;
2. From the Allowance Items page, select the
Allowance Type of "
Daily Travel" from the drop-down list and click
Add Allowance;
3. Enter a name for the
Allowance Item;
4. Enter a meaningful
Description for the item;
5. Select a
Currency Type from the search list on the right;
6. Enter the
Message that will be displayed when users use the allowance item;
7. Enter the
Carry Over Start and
Carry Over End times;
A carry over is where the employee claims over midnight.
If the employee starts on one day after the "
Carry Over Start" time and finishes the next day before the "
Carry Over End" time, the hours are counted as if they occurred in the one day.
8. Activate the
Fix Tax Code? or
Fix GL Code? flags if the Tax and GL codes are not to be overwritten when the allowance item is used;
10. From the Allowance Item Edit page, click
Assign Regions;
11. Using the directional arrows, assign the required regions to the allowance;
12. Click
Update Changes when done updating this page then click
Cancel;
13. From the Allowance Item Edit page, click on the
Edit Allowance Region Details icon for a region;
14. Click
Add GL/Tax Assignment button and enter the required information;
15. Click either the
Add Duration or
Add Time Range buttons to specify the allowance rates;
16. If necessary, click the
Add Reduction button;
17. Click
Update Changes when done then click
Cancel;
You will be returned to the Allowance Item Edit page.
18. Click
Update Changes when done then click
Cancel.
You are returned to the Allowance Items page.
Click the
Refresh button to update lists after clicking
Update Changes when entering or updating details.
