Configuring Per Diem in a workspace

Per Diem is available as a feature under the Spend section within More Features in the workspace settings. Once enabled, it will appear as a dedicated menu item in the workspace settings LHN.

Uploading and exporting Per Diem rates

Admins can manage Per Diem rates by uploading or exporting data.

• To upload rates, use the Import spreadsheet option.
• To download existing rates, use the Download CSV option.

Both options are accessible from the three-dot menu in the page header.

Editing or deleting Per Diem rates

Each Per Diem rate is listed as an individual line item. Admins can:

• Select a single rate or multiple rates.
• Edit a rate by clicking on it and adjusting the details.
• Delete rates using the “X selected” drop-down menu.

Setting the default Per Diem category

Admins can assign a default category to Per Diem expenses:

1. Click the Settings button in the top-right corner.
2. In the right-hand panel, select Default category.
3. Choose from the available categories.

FAQ

Why don’t I see the Per Diem option when submitting an expense?

The Per Diem option is only available if you are a member of a workspace with Per Diem enabled. If you are submitting an expense outside a workspace (such as in a group chat or DM), the option will not appear.

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.