Creating Allowance Items - Car 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 "
Car 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 a
Unit Description;
8. If necessary, activate the
Allow Zero Amount? flag;
This allows the possibility of the user being presented with a claim expense item that = 0.
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. From the Allowance Region Edit page, click
Add Rate to enter the
Car Travel Rates;
15. Click
Update Changes when done then click
Cancel;
You will be returned to the Allowance Item Edit page.
16. 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.
