What is an allowance expense policy
An Allowance Expense Policy allows employees to claim their daily allowance.
The different types of allowances include: day or night allowance and whether the policy is an entitlement or a limit. An entitlement means a fixed amount, for example, a meal allowance entitlement of RM15 for breakfast, when employees submit this claim, they will receive RM15.
To create a policy for allowances:
On your admin dashboard, head to the left panel.
Click Expenses > Policies.
Click Create Expense Policy.
Select Allowance from the drop down list.
Click Create Policy.
Fill in the required fields. For specific details, refer to the paragraphs below.
Confirm by clicking Confirm.
Click Expenses > Policies.
On the right of the policy, under Status, slide ON.
Confirm by clicking OK to activate the policy.
What to fill in
Part 1: Policy
Fill in the expense policy name. For example, Daily Allowance Expense Policy.
If you require your employees to provide attachments and description, tick the relevant boxes.
Advanced settings allow you to select multiple currencies, select policy start and end date, select cost centers, travel location (if you want employees to include travel location only or both the from and to location) and adding other desired custom text fields.
Custom text fields are optional customised fields you’d like your employees to fill up when submitting a request, for example, employee ID number and more.
Select the Tag Travel Request and Require Travel Request boxes if you need employees to link this expense policy to a travel request that they’ve submitted for.
Part 2: Eligibility
Select Yes, if all employees are eligible to submit an expense request on this policy.
Select No, and choose the relevant criteria for the group of employees that are allowed to submit an expense request for this policy . For example, you only want Confirmed employees to be able to submit a request for this policy; select confirmed status and uncheck the probation box. This allows only employees tagged as Confirmed to view this expense policy in their app and apply for this expense request.
For example, you only allow employees from Business Development Department to be able to submit a request for your mileage claim; select the organisation. This allows only employees from that department to view this expense policy in their app and apply for this expense request.
Part 3: Rate
This is where you can select if it’s a day or night allowance and whether the policy is an entitlement or a limit.
Set Default Rate (per day).
Part 4: Approval Routing
- Select Yes, if you would like to use the default approval routing as set in Expenses > Settings.
- Select No, to set specific approval routings.
- Click Add Approval Routing.
- Choose Group, Select Approval Routing.
- Click Confirm.
- Repeat this step to add multiple groups of employees.
For example, you have a Travel (Asia) expense that must get approval from CEO's PA after the manager approves. This would require a specific approval routing which is different from your general approval routing for other expenses, you may apply the specific approval routing here. Before that, make sure that the specific approval routing has been added in the Default Approval Routing under Expenses > Setting.
- Walkthrough Video: How to Set Up Expense Policy