New Travel Allowance

[jodiclark]

With the new configuration is there a way to have this just all be one line instead of allowance and incendital when it comes over to the expense report? Maybe I'm missing something like a check box 🙂

Jodi

[KevinD]

@jodiclark from what I see in the Travel Allowance Configuration screen, you use the Combine Rate Categories option field to select Meals and Incidentals. I think this would then combine them into one line.

I've not tried this myself, but if you have some test users, you can test it before making it available for real users. I take it you have access to the Travel Allowance Configuration screen.

[drakewinfrey]

Just commenting since I had the same question. It seems the current configuration does not allow you to use the 'Combine Rate Categories' feature when using 'Daily Allowance. 

[KevinD]

@drakewinfrey good catch. I guess this is designed to work if you are using daily limits, rather than a fixed amount.

As I mentioned, I haven't tested this myself to see if from the end user's perspective they see the meals and incidentals as one entry on their report.

I'm asking internally to see if Combine Rate Categories actually means combine them on the expense report into one entry or if it means something else.

[KevinD]

@drakewinfrey I was informed that these setting cannot be changed on an already created TA configuration. To get these to work, you need to create a new travel allowance configuration and then set up these options.