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Update and rename create-per-diem-expense.md to Create-Per-Diem-expen… #56872

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Update and rename create-per-diem-expense.md to Create-Per-Diem-expen… #56872

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Update and rename create-per-diem-expense.md to Create-Per-Diem-expen…
bfitzexpensify Feb 14, 2025
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Update redirects.csv
bfitzexpensify Feb 27, 2025
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Merge branch 'main' into bfitzexpensify-patch-4
blimpich Feb 27, 2025
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39 changes: 1 addition & 38 deletions ...ses-&-payments/create-per-diem-expense.md → ...es-&-payments/Create-Per-Diem-expenses.md
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@@ -1,46 +1,9 @@
---
title: Configure and submit Per Diem expenses
title: How to create a Per Diem expense
description: Learn how to create and submit a Per Diem expense, including selecting a workspace, destination, time details, and sub-rates.
---
<div id="new-expensify" markdown="1">

# 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.

# How to create a Per Diem expense

If your workspace has **Per Diem** enabled, you can create a Per Diem expense directly from the **Submit Expense** flow. Follow the steps below to complete the process.
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1 change: 1 addition & 0 deletions docs/redirects.csv
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Expand Up @@ -639,6 +639,7 @@ https://help.expensify.com/articles/expensify-classic/travel/Approve-travel-expe
https://help.expensify.com/articles/expensify-classic/travel/Book-with-Expensify-Travel.md,https://help.expensify.com/articles/new-expensify/travel/Book-with-Expensify-Travel
https://help.expensify.com/articles/expensify-classic/travel/Configure-travel-policy-and-preferences.md,https://help.expensify.com/articles/new-expensify/travel/Configure-travel-policy-and-preferences
https://help.expensify.com/articles/expensify-classic/travel/Track-Travel-Analytics.md,https://help.expensify.com/articles/new-expensify/travel/Track-Travel-Analytics
https://help.expensify.com/articles/new-expensify/expenses-&-payments/create-per-diem-expense,https://help.expensify.com/articles/new-expensify/expenses-&-payments/Create-Per-Diem-expense
https://help.expensify.com/articles/expensify-classic/connections/ADP,https://help.expensify.com/articles/expensify-classic/connections/Connect-to-ADP
https://help.expensify.com/articles/new-expensify/connect-credit-cards/company-cards/Commercial-feeds,https://help.expensify.com/articles/new-expensify/connect-credit-cards/Commercial-feeds
https://help.expensify.com/articles/new-expensify/connect-credit-cards/company-cards/Company-Card-Settings,https://help.expensify.com/articles/new-expensify/connect-credit-cards/Company-Card-Settings
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