Rate and currency management > Rated amount fields > Add rated amount field

Add rated amount field

To add a rated amount field:

1. From the main menu, select Administration > Instance Management > Module - Spend Wizard.

   The Module - Spend Wizard screen appears, which you use to create Spend Wizards.

2. Click to the right of the hyperlink (form) you want to add a rated amount field to.

   Another view of the Module - Spend Wizard screen appears, showing you any components currently part of your form.

3. Click the New Rated Amount link at the top of the screen.

   The Insert New Rated Amount Field window appears.

4. Use the following field descriptions to enter the required information:

   Field	Description
   Company Unit	A drop-down list that determines the company unit this component will display for.
   Account Issuer	A drop-down list that determines which account issuer this component will display for.
   Account Type	A drop-down list that determines which account type this component will display for, e.g. corporate card, requisition card or all types.
   Billing Currency	A drop-down list that determines which billing currency this component will display for.
   Source Currency	A drop-down list that determines which source currency this component will display for.
   Home Country	A drop-down list that determines the home country of the employee this component will display for. This option is of main use for companies with base operations in currency regions such as the EU. Otherwise, it is recommended to use billing/source currency filters.
   Source Country	A drop-down list that determines the country of the transaction supplier this component will display for. This is the physical country of the supplier and is of main use for companies with base operations in currency regions such as the EU. Otherwise, it is recommended to use billing/source currency filters.
   Display Sort Order	If several of these components are displayed on the page, the display sort order value determines the order in which they are displayed.
   Rated Label	The text that will display next to this field.
   Rate Formula	A drop-down list from which you need to select what rate will be used for this field. The rates in this list link back to the rates you have created within the Rate Tables area of the system.
   Rate Type	There are three options to select from: Clock Start and Clock End. This option requires employees to directly enter the number of days and hours they were away from their home location in order to calculate their cash expense reimbursement. Clock Days and Hours. This option displays a tool to help employees specify the number of days and hours they were away from their home location in order to calculate their cash expense reimbursement. Using the calendar, they can select the day they started or ended their trip, and by moving the brown ball on the clock on the right of the window, they can select the time of day. Straight Rate. This option requires employees to directly enter the number of kilometres or miles travelled in order to calculate their cash expense reimbursement.   Notes: Rated amount fields are limited to 4 numeric characters, which means if the user is claiming mileage, the maximum individual trip is 9999 miles/kms. Rated amount fields do not support decimals. If a user enters a number with a decimal, the decimal is removed. For example, 1.2 becomes 1, and 5.8 becomes 5.
   Receipt Override	This Yes/No option overrides the rules for when the receipt check boxes and image on a transaction are mandatory. This is also relevant when certain tax codes are applicable depending on the receipt check box status. For example, for cash expense items, such as a living allowance, making the receipt Yes/No check box mandatory may not be applicable. Or, in some cases, you may want to allow a tax code, even though the user does not have a receipt.
   Online help text to be associated with this field	The help text that displays for this field when the user holds their mouse over the icon. This text is interpreted as plain text. You cannot use HTML tags.

5. Click Save.

   The new rated amount field automatically appears as a blue box on the Module - Spend Wizard screen diagram.