Salestrip came up with this functionality for Expense Type – Meals & Incidental Expenses, User will have the provision to define Breakfast Rate, Lunch Rate and Dinner Rate for Switzerland.
Prerequisite setup :
- Define User Locale and Currency same as Per Diem Origin Country.
- Based on the Country, Define Per Diem Origin and Per Diem Destinations.
Per Diem Origin :
Enter Per Diem Origins in the Quick Find Search and Select Per Diem Origins
User will get the below screen -> Click on New button
User will get the below screen -> Enter the required detail and click on Save button.
Once saved, User will get the below screen
Per Diem Destination :
Click on Related Tab and then Click on New button
User will get the below screen -> Enter all the required field and click on save button.
User need to enter detail as per the below mentioned Screenshot.
Switzerland - Enter Per Diem Destination Name, Country, Breakfast Rate, Lunch Rate and Dinner Rate.
User can define multiple Per Diem Destinations as per the business requirements.
Steps to Execute this functionality :
Step 1: Click on the Expense Tab and then click on New button
Step 2: User will get the below Screen, Click on Manual Expense Capture tab
Step 3: User will get the below Screen, Select Expense Type – Per Diem - Meals & Incidental Expenses, Select Start / Check-In Date, Select End / Check-Out Date, Enter Work Location - Switzerland, Per Diem Meals Rate ( Breakfast Rate, Lunch Rate , Dinner Rate) will be shown as defined. User will be able to create Expense for Multiple Per Diem Destinations.
Finally User need to click on Save button to create Expense Type – Per Diem - Meals & Incidental Expenses for Per Diem Origin defined as Switzerland.
Note : From the Page Layout System Admin need to add Breakfast Rate, Lunch Rate and Dinner Rate Fields.