|
|
|
To create a new rate type:
The Cash Expense Rate Types screen appears.
The Create New Rate Type window appears.
Field |
Description |
|---|---|
Rate Type |
The name you want to give the rate type you are adding. This is what will identify this rate type on the Cash Expense Rate Types screen. |
Abbreviation |
An abbreviation for the rate type you are creating. |
Rate Description |
A short description of the rate type you are creating. |
Currency Rule Base |
Select either Source Currency or Billing Currency to determine which currency the rate will apply to. |
Use Tiered Rates |
When selected, this option enables you to configure up to four tiered expense rates for this rate type. It displays the Accrued Units option when defining the expense rate. Tiered rates allow your organization to apply different rates based on the number of miles or kilometres accumulated and claimed by a user in a tax year. As each tier (threshold) is met, the rate can differ. The tiered rates will be dynamically applied to users belonging to that rate group when they enter a mileage claim under the Advanced tab of a cash expense coded via a Spend Wizard. Note: This option only appears if your instance of Spend Dynamics has a certain technical option enabled and tax regions have been defined for the company. |
Restrict Admin Access |
This option only appears if you are logged in as an implementer or master administrator. You must have the Admin - Master Administration access right. This option allows you to make the rate table associated with this rate type inaccessible to general administrators. When Yes is selected, it prevents administrators (other than master administrators) from viewing or editing the rate table. They will only be able to see the rate table exists (it will still appear as a purple box in the rate table list). |
