Daily Allowance Setting
This page describes the Daily Allowance Settings setting in the Expenses module.
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The Daily Allowance Settings setting contains some miscellaneous options controlling the behaviour of various aspects of the Daily Allowance register.
To open the Daily Allowance Settings setting, first ensure you are in the Expenses module. Then, if you are using Windows or Mac OS X, click the [Settings] button in the Navigation Centre or use the Ctrl-S/⌘-S keyboard shortcuts and then double-click 'Daily Allowance Setting' in the 'Settings' list. If you are using iOS or Android, select 'Settings' from the Tools menu (with 'wrench' icon) and tap 'Daily Allowance Setting' in the 'Settings' list. The 'Daily Allowance Setting: Inspect' window will open:
Expense Card
When you specify a Daily Allowance record in a row in an Expense record (
flip E), the Item, Daily Allowances A/C, Default Quantity and VAT Code that you specify in this setting will all brought in to the Expense row automatically as defaults.
Default Rates Card
- Rate Type
- The granting of a Daily Allowance for a night away from home is usually intended to contribute to the cost of three meals. If an employee does not pay for all three meals, the value of the Daily Allowance may be reduced. Choose one of these options to specify how that reduction will be calculated, as follows:
- Rate per Type of Meal
- Use this option if you will set fixed rates for each meal (breakfast, lunch and dinner), adding up to the Rate per Day. If any of these meals are provided, the claimable allowance will be calculated by subtracting the fixed rate for the relevant meal from the Rate per Day.
- Rate per Number of Meals
- Use this option if the claimable proportion of the Rate per Day will vary, depending on how many meals were provided.
- The option that you choose here will apply to every Daily Allowance record. You will not be able to choose the other option in an individual record.
- Please refer here for illustrated examples of each option.
Before entering any Daily Allowance records, you will need to use the Daily Allowance Rates setting to set Daily Allowances for each country. Use the remaining fields in this setting to set defaults for each record in the Daily Allowance Rates setting, as follows:
- Breakfast Rate (%), Lunch Rate (%), Dinner Rate (%)
- Use these fields if you have selected the Rate per Type of Meal option above.
- Enter percentage values for each meal. If a meal is provided, the claimable allowance will be calculated by subtracting the fixed rate for the relevant meal from the Rate per Day. For example, if a breakfast was provided and you have specified here that the Breakfast Rate is 20%, the full Daily Allowance claim will be calculated by reducing the Rate per Day by 20%.
- One Meal Rate (%), Two Meals Rate (%), Three Meals Rate (%)
- Use these fields if you have selected the Rate per Number of Meals option above.
- Enter percentage values for each quantity of meals provided. The claimable allowance will depend on how many meals were provided. For example, if one meal was provided and you have specified here that the One Meal Rate is 30%, the full Daily Allowance claim will be calculated by reducing the Rate per Day by 30%. if two meals were provided and you have specified here that the Two Meals Rate is 65%, the full Daily Allowance claim will be calculated by reducing the Rate per Day by 65%.
When the setting is complete, click the [Save] button (Windows/Mac OS X) or tap √ (iOS/Android) to save changes and close the window. To close the window without saving changes, click the close box (Windows/Mac OS X) or tap < (iOS/Android).
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Settings in the Expenses module:
Go back to:
Introduction to Settings in the Expenses Module in Standard ERP
