How do I add a per diem claim to an existing report?

This guide will walk you through the process of adding a per diem claim to an existing expense report in ITILITE. You'll learn how to create your per diem expense and link it to an open report.

Table of Contents

Step-by-Step Guide
Pro-Tips & Guardrails
Verification & FAQs

Step-by-Step Guide

Follow these steps to add your per diem claim:

From your ITILITE dashboard, navigate to the Expenses section and click the Create New Expense button.

On the expense creation page, select the Per Diem tab.

Click the Link Report button to associate your per diem claim with an existing expense report.

From the Report Selection list, choose the specific report you wish to link your per diem expense to.

Enter the required details.

Finally, click Save Expense to add the per diem claim to your selected report.

Pro-Tips & Guardrails

NOTE: Per diem claims are treated like any other expense in ITILITE. The process for linking them to a report is the same as for other expense types.

PRO-TIP: You can only link a per diem claim to an existing report that has not yet been submitted. Reports that are already submitted, approved, or paid are considered final and cannot have new expenses added.

PRO-TIP: If you create a per diem claim without linking it to a report, it will be saved in your Draft Expenses. You can then open the per diem later and use the Link Report option to attach it to an open report.

PRO-TIP: For more information on per diem, refer to our blog post: All About Per Diem in US.

Verification & FAQs

After saving, your per diem claim will be successfully created and linked to the existing report. You can verify this by checking the details of the selected report, where the per diem will appear as a line item.

Q: Can I add a per diem claim to a report that has already been submitted?
A: No, per diem claims can only be linked to reports that are in a draft or open state and have not yet been submitted for approval.

Q: What happens if I create a per diem claim but don't link it to a report immediately?
A: If you don't link a report during creation, the per diem claim will be saved as a standalone expense in your Draft Expenses. You can link it to a report later.

Q: Is there a special type of report for per diem claims?
A: No, per diem claims are added to standard expense reports, just like any other expense type. There is no dedicated "per diem report" type.

Q: Can I edit a per diem claim if the report it's linked to is sent back by an approver?
A: Yes, if a report containing a per diem claim is sent back for revisions, you can edit the per diem details, including dates and amounts, and resubmit it with the same report.

Q: What information is required when creating a per diem claim?
A: When creating a per diem claim, you will typically need to provide details such as the start date, end date, and location. The total per diem amount is often auto-populated based on these details, and custom fields may also be available if configured by your organization.