Add Rates-Ceilings Dialog Box

Use the Add Rate/Ceiling dialog box to add a unit rate or ceiling to the expense type.

Location

To display the Add Rate/Ceiling dialog box, complete the following steps:

  1. From the Expense menu, click Settings > Expense Types.
  2. On the Rates/Ceilings tab of the Expense Types screen, click Add Rate/Ceiling.

Contents

Dialog Box Fields

Field Description
Effective Date

Enter the date on which the rates will become effective.

Currency

If your system is configured to use multiple currencies and you are adding a unit rate, use the Currency drop-down 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.

Default Unit Rate

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

Note: This field will be displayed only if you have entered information in the Unit Label field on the Input Options tab.
Field Description
Ceiling

Enter the amount that the employee cannot exceed.

If you selected the Identify Meals check box on the Input Options tab, this check box will not be 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 check box on the Input Options tab, this check box will not be available. You will need to fill out the 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 tab, this check box will not be 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 tab, this check box will not be available. You will need to fill out the 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 tab, this check box will not be available. You will need to fill out the Ceiling field instead.