We currently have Per Diem configured as an expense type in Concur. We have multiple per diem expense types based on the meal (breakfast, lunch, dinner, or full day for overnight travel) and the country (U.S. or Canada). Each expense type has the reimbursement amount configured so the employee automatically receives the appropriate travel allowance.
Our travel policy is that employees traveling individually should claim the applicable per diem for their meals. If multiple employees are traveling together, one employee may pay for the group meal using the company credit card and expense it as Meals – Employee, or each employee may choose to claim their individual per diem instead.
The challenge we're running into is that employees are selecting the Per Diem expense types when they have company credit card transactions for meals while traveling. Instead of using our Meals – Employee expense type for the credit card charge, they are coding the transaction as Per Diem – Dinner (Self Only).
Our intent is for Per Diem to be used only when reimbursing an employee for their meal allowance after travel. It should never be used to code a company credit card transaction for an actual meal purchase.
Ideally, we'd like Per Diem to function more like Mileage, where it's available only as a reimbursement expense and cannot be selected for imported corporate card transactions.
Has anyone configured Concur this way? If so, how did you prevent Per Diem expense types from being available for corporate card transactions while still allowing them to be used for employee reimbursements?
