Admin Setup - Per Diem M&IE

Overview

This screen can be used to maintain the set of per diem M&IE (Meals and Incidental Expenses)  breakdowns that will be available in your system.

Each Unanet installation will be capable of affecting M&IE reimbursement amounts via configurable per diem policy values.  The actual policy values will control the meal breakdown amounts and partial day proration factors for M&IE reimbursement calculations (performed in the M&IE wizard).  

The calculation of M&IE Per Diem reimbursement requires that all meals provided be deducted from the daily per diem allowance.  The actual per meal deduction can vary by the M&IE allowance.   

Two methods are available for establishing M&IE breakdown amounts.   

• The first is a M&IE breakdown schedule that can be used to identify specific meal amounts relative to M&IE allowance amounts.   This screen can be used to enter specific values.  You can also use the Admin >> Import >> M&IE Breakdown to load your schedule.  A sample file is available for download from our support site.

• The second is a set of M&IE breakdown percentages that will generally define the component breakdown percentages for all M&IE allowance amounts that are not specified in the M&IE breakdown schedule (specified by unanet.property values).

Roles

This screen is available to users having the Administrator role.

License

This screen is available with the Project Expense, Project Tracking and Project Portfolio family of Unanet licenses.

Topics covered on this help page include:

• Example screen

• Field Descriptions

• Breakdown Percentages

• Partial Day Proration

Example Per Diem M&IE maintenance screen:

Field Descriptions (click on a link below for additional information):

When adding a new entry, the value entered for M&IE Rate must equal the sum of the Breakfast, Lunch, Dinner and Incidental values.

Meals and Incidental Expense (M&IE) Breakdown Percentage

A default set of percentages will be used to determine the breakdown values for all M&IE rates that are not found in the M&IE breakdown schedule.  These percentages will be defined using three new modifiable Unanet properties:

The property values will be specified in percentage format; i.e., 15 for 15% and 15.5 for 15.5%.

Meals and Incidental Expense (M&IE) Partial Day Proration

In M&IE per diem calculations, the first and last day of a trip are typically considered partial days.  Partial days will have their per diem allowance adjusted based on a pair of configurable proration factors. The proration factors will be specified as percentages and will be defined using two new modifiable Unanet properties:

The property values will be specified in percentage format; i.e., 75 for 75% and 100 for 100%.

If your company policy does not recognize this concept, you may want to set these values to 100.