Activate and set up general features

  • 4 min.

What factors should be considered when setting up per Diem?

With the Per Diem module, employees can submit travel-related expense reports through the Expense App or Expense Portal. They specify the travel period, purpose of the trip, and any relevant details for accommodation and daily meals. Unlike standard expense reports, per diems reimburse a fixed amount and don’t require receipts or invoices.

Activate the Per Diems Module

The Per Diem module is an extra module in Expense Management, and you must activate and subscribe to it before you can use it. If you have not you can take the following steps to include it.

  1. Go to Continia Solution Management.

  2. Check if the Per Diem module is enabled.

Continia Solution Management_Activate per diem

  1. If the module isn't activated, Select Manage Module and follow the steps within the assisted guide to add the Per Diem module.

  2. Follow the assisted setup guide, and activate the Per Diem module.

Important

When activating the Per Diem module, the billing policy will also be updated.

Next step is to ensure the expense users can access this feature. This can be immediately or it can wait until you've finished the general set up. To activate the feature, follow these steps:

  1. Go to Expense Management Setup.
  2. Expand the General tab.
  3. Turn on the Per Diem field.
Expense Management Setup_Enable Per Diem

Set up General features for per diems

Before setting up per diem rates and rules, you should set up general features for per diems on the Expense Management Setup page. To do this, follow these steps:

  1. Go to Expense Management Setup.

  2. Expand the Per Diem FastTab.

Per diem fast tab on expense management page

Here you can configure a number of general features for per diems. Below you'll be introduced to the first three fields.

SettingDescription
Auto submit for approvalSelect this you want all per diems with no errors to be sent automatically for approval.
Enable multiple destinationsSpecifies if a per diem can have multiple locations. This is handy if expense users travel through several countries in one trip and the amount to be reimbursed depends on the country through which the expense user has travelled.
Allowances given by defaultSpecifies if a per diem, by default reimburses all allowances, or if the expense user has to activate the allowances they are entitled to.

Configure the fields to your company's needs, and exit the Expense Management Setup page by selecting the Back button. This will automatically synchronize the Expense Portal and the Expense App with the newest setup.