To use a travel allowance for per diem expenses (meals and incidentals, M&IE) on an employee travel report, follow these steps:
Access Travel Allowance: In an open expense report, on the summary screen navigate to the right of the Report Details menu and select Travel Allowance > Manage Travel Allowance.
Manage Itinerary:
If the trip was booked via Concur or the designated Travel Management Company (TMC), select Create New Itinerary and click Import Itinerary to find and load your trip details.
If booked externally, manually fill out the New Itinerary Stop fields for each overnight location visited during the trip and click Save. Use Add Stop as needed until all overnight destinations are captured, then select Next.
Adjust Allowances: A row will display for each day of the trip where details can be customized:
Personal Days: Check the box under Exclude Day on the left to designate an entire day as personal time.
First/Last Days: Meal rates automatically reduce to 75% for the first and last days of travel.
Provided Meals: If a meal was provided to you for free (e.g., at a conference), check the corresponding box under Breakfast, Lunch, or Dinner. The system will automatically deduct that meal's value from your final allowance.
Finalize and Generate Expenses: Select Create Expenses or Finish when done. Concur will automatically add corresponding meal and incidental per diem lines to your report.
Handle Special Card Charges: If you used a campus-issued travel card to purchase meals, you must edit those specific transactions on your report, update their classification to Meals Charged on Campus Issued Card, and click Save Expense. The system will auto-deduct that spent amount from your overall per diem allowance.