Documentation
Per Diem Rates
Per Diem Rates provide governed daily allowance components that employee claims snapshot and calculate by travel date, day type, overnight use and meal deductions.
Purpose
Use Per Diem Rates for standardized daily travel allowances rather than manually entering an arbitrary claim total.
Save and Close
Save validates the Per Diem Rate and returns to the list. Close leaves the record without performing a new save.
Use effective dates and Active status to control when a rate should be selected for new claims.
Per Diem Rate fields
| Field | Meaning |
|---|---|
| Rate Code / Name | Stable identity and readable rate name. |
| Destination Type | Domestic, International or Custom classification. |
| Destination Name | Required for Custom destination setup. |
| Currency | Allowance currency; must match the claim. |
| Full Day Rate | Base allowance for a full day. |
| Half Day Rate | Base allowance for a half day. |
| Overnight Lodging | Additional lodging allowance when Overnight is selected. |
| Incidental | Additional incidental allowance. |
| Effective From / To | Travel date validity. |
| Active | Current availability. |
How claims calculate
A Per Diem claim uses one detail line per travel date. The user selects Day Type, Overnight and a valid rate, and can enter a Meal Deduction where applicable.
The system calculates Base + Lodging + Incidental - Meal Deduction. Meal deduction cannot exceed the allowance before deduction, and the selected rate is snapshotted for historical explanation.
Good practice
- Create separate rates when destination/currency or allowance structure is materially different.
- Effective-date rate changes; do not overwrite a historical rate used by old claims.
- Explain meal-deduction policy in Expense Policies/travel policy so users know when to reduce the allowance.
Related pages
Frequently asked questions
Can Per Diem be claimed without receipts?
That depends on the organization's Expense Category/Policy. Per Diem calculation and receipt policy are separate controls.
Why did Overnight change the amount?
When the selected rate contains an overnight lodging allowance, Overnight adds that configured component to the day's calculation.