Create and Submit a Per Diem Expense via the Mobile App

Per diems are daily allowances provided to employees to cover day-to-day expenses incurred during business travel. In ExFlow Travel & Expense, you enter the trip’s starting location and date/time, along with the final destination and trip end date/time. The system then automatically calculates the per diem amount based on configured rates.

Create a Per Diem Entry

1. Tap the Plus (+) icon at the bottom of the app.

2. Select Per Diem.

3. Complete the fields below to submit your per diem for approval. Fields marked with a red line are required.

   • Description: Enter a brief description of the per diem expense.
   • Expense Report: Optionally select an existing expense report to group this expense. If creating the expense within the expense report, the value will automatically populate.
   • Project / Task: Search for and select the project, then the task. Once selected, the project and task descriptions are displayed.
   • Starting Location Tap the Starting Location field and enter the starting address or location name. Select the correct location from the list.
   • Trip Start: Enter the date and time the trip began.
   • Final Destination Tap the Final Destination field and enter the destination address or location name. Select the correct location from the list.
   • Trip End: Enter the date and time the trip ended.

4. Tap Next. Travel & Expense calculates the number of days for the trip.

   

5. Tap Next again. Travel & Expense applies the applicable per diem rates for each day and destination. The rates and calculation methods are defined in Business Central >> Travel & Expense Overview >> Per Diem .

   

6. Tap Submit to send the per diem for approval.

Create and Submit Per Diem Expense via Web Portal

Per diems are daily allowances provided to employees to cover day-to-day expenses incurred during business travel. In the ExFlow Travel & Expense Web Portal, you enter the trip’s starting location and date/time, along with the final destination and trip end date/time. Travel & Expense then automatically calculates the per diem amount based on configured rates.

Create a Per Diem Entry

1. Open the Travel & Expense Web Portal

2. From the General menu on the left-hand side, select Per Diem.

3. Select New Per Diem at the top of the page to create a new expense.

   

4. Complete the fields below to submit your per diem for approval. Fields marked with a red line are required.

   • Description: Enter a brief description of the per diem expense.
   • Expense Report: Optionally select an existing expense report to group this expense. If creating the expense within the expense report, the value will automatically populate.
   • Project / Task: Search for and select the project, then the task. Once selected, the project and task descriptions are displayed.
   • Starting Location Tap the Starting Location field and enter the starting address or location name. Select the correct location from the list.
   • Trip Start: Enter the date and time the trip began.
   • Final Destination Tap the Final Destination field and enter the destination address or location name. Select the correct location from the list.
   • Trip End: Enter the date and time the trip ended.

5. Select the Days accordion to view the number of days calculated by Travel & Expense for the trip.

   

6. Select the Summary accordion to view the reimbursement amounts calculated by Travel & Expense. The system applies the applicable per diem rates for each day and destination. The rates and calculation methods are defined in Business Central >> Travel & Expense Overview >> Per Diem .

   

7. Select Submit to send the per diem for approval.