Setting up Per Diem Groups

  • 07/02/2023
  • 3 minutes to read

Per diem groups are used to differentiate setups between multiple user categories. For example, in some companies, there will be different per diem rates for different employee groups.

A per diem group is a grouping of all the available rates for different countries and regions. A per diem group may also contain allowance codes that specify which accounts that will be used for each rate.

Setting up a new per diem group

To set up a per diem group, follow these steps:

  1. Choose the Search icon, enter Per Diem Groups, and then choose the related link.
  2. On the action bar, select New.
  3. In the General FastTab, enter a code in Code.
  4. Optional: Enter a description in the Description field.
  5. Optional: If you want this per diem group to be the default per diem group, enable Default.
  6. Optional: Enter a value in Destination Country/Region. Only relevant if Multiple Destinations has been enabled on the Expense Management Setup page.

Adding allowances to a per diem group

You can add different types of allowances to your per diem groups, but you have to enable them on the Expense Management Setup page beforehand. Note that the allowance types Accommodation and Meal are enabled as default.

To add an accommodation allowance to a per diem group, follow these steps:

  1. Choose the Search icon, enter Per Diem Groups, and then choose the related link.
  2. On the action bar, select the per diem group to which you want to add allowances.
  3. In Accommodation Allowance Codes, select the dropdown menu and then New.
  4. In Code, enter a name for your allowance code.
  5. Enter a description in Description. This is what is displayed to users.
  6. Choose an allowance type in Type.
  7. Select the three vertical dots and then Setup.
  8. In Posting Account Type, select G/L Account.
  9. In Posting Account No., select the account to post to.

The above general process can also be used for other allowance types, such as meal, transport, and drinks, if they have been enabled on the Expense Management Setup page.