Per diem is a fixed amount of reimbursement (allowance) that is issued to an employee on a daily basis, usually while they are travelling for work. As an admin, you can set up different rates at which employees will receive these per diems. These could be based on the nature work, location of travel, etc.
You can set up a list of per diem rates for your organization and employees can choose the correct per diem from this list while creating any per diem expense.
Add per diem rate
Under your Admin Settings, go to Expenses > Per Diem.
To add a new per diem rate, click on Add Per Diem.
Fill in the required details and confirm the action.
This will successfully create a new per diem rate in your Fyle account. This per diem rate will now be visible in the list of per diem rates available while coding any per diem expense.
Add per diem rates in bulk
To add new per diem rates click on the Add Per Diem button.
To add multiple per diem rates at once, click on Bulk Add/Update.
Click on Download Template to download a spreadsheet template. Fill in the template and upload it by clicking on Upload File.
This will successfully create new per diem rates in your Fyle account. These per diem rates will now be visible in the list of per diem rates available while coding any per diem expense.
Enable or disable a particular per diem rate
If a per diem is not in use in your organization, you can disable it by switching the toggle to No. This will remove the per diem rate from the list of per diem rates available while coding any per diem expense.
To enable the per diem rate again, you can do so by switching the toggle back to Yes.
Delete a particular per diem rate
If a per diem rate is no longer in use in your organization and you want to delete it permanently from your Fyle account, click on the Delete icon next to the per diem rate. This will permanently remove the per diem rate from the list of per diem rates in your Fyle account.
This option is available only for disabled per diem rates.
This option is available only for per diem rates that do not have any existing expenses linked to them.
Restrict employees to specific per diem rates
You can enable restrictions to allow each employee to use different lists of per diem rates for their expenses. For example, you can restrict John to be able to use Rate A, B and C for his expenses, and Ginny to use Rate B, C and D for her expenses.
Enabling these restrictions ensures that each employee sees only the relevant per diem rates for them and improves their efficiency in correctly coding expenses.
You can enable or disable restrictions on allowed per diem rates for different employees using the Restrict employees to per diem rates toggle.
When enabled, you can select the allowed per diem rates for each employee from the Manage Employees page. While coding per diem expenses, each employee will only be able to choose per diem rates from the per diem rates allowed for them.
When disabled, each employee will be able to see all per diem rates from your organization while coding expenses.