Create Custom Allowances

If your organization has its own allowances that should be available in Travel & Expenses, you can create Custom Allowances.

The setup consists of three steps that must be completed in the following order:

1. Additional Groups
2. Additional Types
3. Use of additions

Navigate to:

Administration → Travel & Expenses

Step 1 – Create an Additional Group

Select Additional Groups and click the + button.

Enter:

• A name for the allowance group.
• The Payroll Type the allowance should be linked to.

Save the changes.

Tip: The Additional Group links the Additional to the payroll system.

Step 2 – Create an Additional Type

Select Additional Types and click the + button.

Enter:

• A name for the Additional type.
• Select the Additional Group it should belong to.

Save the changes.

An Additional Group can contain one or more Additional Types.

Step 3 – Use of additions

Select Use of additions and click the + button.

Configure the following:

• Select the Additional Type.
• Choose whether the rate applies to: 
  • an organizational unit (and its sub-units), or
  • a specific employee.
• Enter the additional rate.
• Specify a Valid From date.
• Optionally specify a Valid To date if the additional is only valid for a limited period.
• 
  

If no Valid To date is entered, the additional remains valid until it is replaced or an end date is specified.

Once all three steps have been completed, the custom allowance will be available when employees register travel claims and expense reports, according to the scope you have configured.