Create Fixed Allowances

The system calculates the fixed allowances based on the itinerary. Use the Adjustments page to:

Make any required adjustments to the system calculations
Generate the actual expenses based on the calculations

Before creating or editing fixed allowances, review the general information in the overview.

Access the Expenses & Adjustments page

You can access the page either:

As the third step in the travel allowance wizard (if your company has enabled the wizard) - or -
On the expense report page, by selecting Travel Allowance > Manage Travel Allowance Adjustments

Create and adjust fixed allowances

By default, all fixed allowances associated with this itinerary appear on this page.

To create and adjust fixed allowances:

There are several different configuration options that affect the information that appears on the Adjustments page. However, the following information (columns) always appear.

Column	Description
Exclude	Select the check box for each row that you want to exclude. For example, if you add a few personal vacation days to the end of a trip and will not be reimbursed by your company. For each row that you manually exclude, the amount in the Allowance column is zero. For each row that is excluded by the system, the allowance amounts appear.
Date/Location	Displays the date and location associated with that row, as indicated on the itinerary.
Allowance	Displays the total allowance for the day (meals/incidentals and lodging) that you will be reimbursed. The rate used and displayed is the government rate or the company rate if a company rate was configured.

Column

Description

Exclude

Select the check box for each row that you want to exclude.

For example, if you add a few personal vacation days to the end of a trip and will not be reimbursed by your company.

For each row that you manually exclude, the amount in the Allowance column is zero. For each row that is excluded by the system, the allowance amounts appear.

Date/Location

Displays the date and location associated with that row, as indicated on the itinerary.

Allowance

Displays the total allowance for the day (meals/incidentals and lodging) that you will be reimbursed. The rate used and displayed is the government rate or the company rate if a company rate was configured.

Your Adjustments page may appear with this option, as determined by your company.

Configuration	Description
Provided meals – check boxes	Select the check box for each meal provided. For each check box selected, the amount in the Allowance column is reduced by the associated amount in the rate tables.

Make the appropriate choices, based on your configuration of the Adjustments page.
(Optional) If you were claiming a travel allowance and creating adjustments, click Finish.
(Optional) If you were editing travel allowance adjustments, click Save.