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Tracking Per Diem in Tallie

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“Per Diem” refers to the daily allowance an employee is given for expenses incurred during business travels, which may include lodging, meals, entertainment, or other business-related activities. This article will show you how to create a per diem expense category and document per diem expenses. 

Creating a Per Diem Expense Category

  • Click on the gear icon in the upper right corner to access settings.
  • Click on Manage Lists.
  • Click on Expense Categories.
  • Click on Add Expense Category.
  • Enter a name and a fixed rate. This will allow users to enter a quantity instead of an amount when tracking expenses against this category. This is required for per diem and mileage expense categories.per_diem_1.png
  • Populate or map the rest of the necessary information, such as Expense Account or Item below.
  • When complete, click Save and Exit.

Documenting Per Diem Expenses

  • From the Purchases page, click the + button to add an expense.
  • Select a per diem expense category, enter a quantity, and populate other expense details as needed. The Merchant field can be left blank.

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  • Click Save when completed.
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