Per Diem allows workspace admins to assign fixed daily rates for travel or other recurring allowances. Once enabled, it appears as its own menu item in the workspace settings, giving you full control over importing, editing, and categorizing daily allowances.

Enable Per Diem in a Workspace

To enable the Per Diem feature:

1. In the left-hand navigation bar, click Workspaces.
2. Click your workspace name to open settings.
3. Click More Features in the left menu.
4. Under the Spend section, toggle on Per Diem.

Once enabled, Per Diem will appear as a dedicated item in the left-hand menu under the workspace settings.

Upload or Export Per Diem Rates

Admins can manage rates by uploading a spreadsheet or exporting existing ones.

• Import spreadsheet – Upload a CSV to add or update rates.
• Download CSV – Export your current Per Diem rate list.

Both options are found in the three-dot menu at the top-right corner of the Per Diem page.

Edit or Delete Per Diem Rates

Each rate is listed as a line item. You can:

• Select one or more rates to edit or delete.
• Click a rate to adjust its details.
• Use the X selected dropdown to apply bulk actions like delete.

Set a Default Category for Per Diem

You can assign a default expense category to all Per Diem entries:

1. Click the Settings button in the upper-right corner of the Per Diem page.
2. In the right-hand panel, click Default category.
3. Choose a category from the list.

FAQ

Why Don’t I See the Per Diem Option When Submitting an Expense?

Per Diem is only available when submitting expenses within a workspace where the feature is enabled. It will not appear in DMs, group chats, or expenses submitted outside a workspace.

Can I Bulk-Edit or Delete Per Diem Rates?

Yes. You can select multiple rates at once and apply bulk actions, such as editing or deleting them from the list view.