Hey there, it’s Conor here from the Success Coach team in Expensify. Last year, we introduced daily category limits, which allowed you to set a maximum spend per-day in a specific category.
Our customers used those daily limits to implement an early version of Per Diem, which led us to think: what would Per Diem look like as a full feature in Expensify? We spoke to dozens of customers, and today we’re delighted to launch Per Diem functionality in Expensify.
For those who aren’t aware, Per Diem is an allowance provided by a company to employees who are on business travel. It’s used in place of receipt tracking, and can comprise of a single rate, rates that vary based on destination, or rates that vary based on client or project.
To use Per Diem, you first need to enable it via a Corporate policy. Once enabled, you can specify a default category for Per Diem expenses (as a tip, you should set up a specific category which does not require receipts). Now, all you need to do is to create a Per Diem by defining the name, the rate, and the currency for that rate. If you have a large number of Per Diem rates, just import them from a spreadsheet.
Have your rates set up? Great! Now, your employees can create new Per Diem expenses via the web app. We’ll add Per Diem to the mobile app really soon, so keep an eye on our Product Change blog for that update.
So, there you have it: Per Diem functionality, built right in to Expensify. Now, regardless of whether your company does receipt-tracking or Per Diem for your business travel, you can do it in Expensify.
Need help? First, take a look at our help site and see if we address your question there. If you have any further questions, just use the in-product chat in our web or mobile app, or email firstname.lastname@example.org.