Rates/Ceilings Subtask

Use the Rates/Ceiling subtask to add, edit, or delete a rate/ceiling. Because the table is sorted by Effective Date, you can keep multiple rates and ceilings in the table.

Screen Fields

Field Description
Effective Date

Enter the date on which the rates will take effect.

Currency

If your system is configured to use multiple currencies and you are adding a unit rate, use the Currency Lookup to select the currency in which the unit rate is expressed. If you need them, you can set up unit rates for more than one currency for the same effective date.

For rates that are not unit rates, your system's base currency is always used.

Currency Description This field is optional and describes the type of currency used. For example, US Dollar, Canadian Dollar, or Euro Dollar.
Default Unit Rate

Enter the unit rate that is the default when a user enters this expense type.

Note: This field is displayed only if you have entered information in the Unit Label field on the Input Options - Required Fields tab.
Field Description
Ceiling

Enter the amount that the employee cannot exceed.

If you selected the Identify Meals check box on the Input Options - Required Fields tab, the Ceilingfield is not available. You will need to enter the Breakfast Ceiling, Lunch Ceiling, and Dinner Ceiling, where applicable.

Breakfast Ceiling

Enter the amount that the employee cannot exceed for the breakfast portion of the expense.

If you did not select the Identify Meals > Breakfast check box on the Input Options - Required Fields tab, this check box is not available. You will need to fill out the Breakfast Ceiling field instead.

Lunch Ceiling

Enter the amount that the employee cannot exceed for the lunch portion of the expense.

If you did not select the Identify Meals check box on the Input Options - Required Fields tab, this check box is not available. You will need to fill out the Ceiling field instead.

Dinner Ceiling

Enter the amount that the employee should not or cannot exceed for the dinner portion of the expense.

If you did not select the Identify Meals check box on the Input Options - Required Fields tab, this check box is not available. You will need to fill out the Dinner Ceiling field instead.

Incidental Ceiling

Enter the amount that the employee should not or cannot exceed for the incidental portion of the expense.

If you did not select the Identify Meals check box on the Input Options - Required Fields tab, this check box is not available. You will need to fill out the Incidentals Ceiling field instead.

If you selected the Second Tier Ceiling check box on the Basic Information tab, the Expense module uses the rate entered here to determine whether the employee went over the second tier ceiling amount.