Travel Allowance/Per Diem Implementation

[kyleparm]

I am inquiring on the level of effort involved if we were to transition to a travel allowance/per diem reimbursement concept in Concur vs. our current model. Are you able to let me know what all would go into a change like this? Any past experiences would be particularly helpful.  

Thanks,

Kyle

[jocelynfleur · Accepted solution]

Hi Kyle, 

Per Diems are very easy to implement. All you need to do is to create a Per Diem expense type and then audit rules to enforce the limit that you allow to be claimed. 

Here are some links on how to set the rates: 

https://www.gsa.gov/travel/plan-book/per-diem-rates

High Low Method: 

https://www.irs.gov/pub/irs-drop/n-19-55.pdf

[jocelynfleur · Accepted solution]

Hi Kyle, 

Per Diems are very easy to implement. All you need to do is to create a Per Diem expense type and then audit rules to enforce the limit that you allow to be claimed. 

Here are some links on how to set the rates: 

https://www.gsa.gov/travel/plan-book/per-diem-rates

High Low Method: 

https://www.irs.gov/pub/irs-drop/n-19-55.pdf

[kyleparm · Accepted solution]

Thanks a bunch!

[KevinD]

@kyleparm The suggestion already made works well. We also have a Travel Allowance feature that can be turned on within SAP Concur. If it will be used in the U.S. you can use the already listed GSA per diem rates and those automatically get applied based on where the user traveled. You can also import your own per diem/travel allowance rates if you so choose. You have options, just wanted to let you know about this one as well. 

[kyleparm]

Appreciate the additional info!

[kyleparm]

Does anyone on this thread know if we would be at risk of losing our status as an Accountable Plan and becoming a Non Accountable Plan (per IRS regulations) by making a change to a per-diem vs. actual expenses?

[vernonmoses]

Hi Kevin,

Have you tried implementing GSA rates for hotel worldwide? 

If hotel booked through TMC, there should be no per diem for Hotel. How would the system validate and ensure this when expense is created?

Thanks/Vernon

[Anonymous User]

@KevinD  

we have the travel allowance feature turned on and I am trying to do two things.  Create audit rules for over / limits and figure out how to prorate the taxes on the lodging.  Can the system prorate the lodging taxes if the taxes and lodging are separate expense types?

[KevinD]

@Anonymous User I'm not sure I understand why the taxes would need to be prorated? Can you provide a little more clarification please?