Allowance is something that a user is entitled to and it could be a meal allowance, parking allowance. etc. To add allowances for a user, you must first create the allowances in Administration area.
For example, you might use this if your staff is paid an extra amount on a particular day or when doing a particular job with allowances included.
Note: Allowances can be added to a User and can then be applied to a Timesheet which also flows through Timesheet reporting particularly Timesheet Editing.
Creating Allowances
1. Go to Administration → User Lookups.
2. Click Add New located in Allowances area.
Adding Allowance to a User
1. Go to Administration → Users and view the user details.
2. Once you've accessed the user details, scroll down and look for Allowances in the left pane and click Add.
3. Click the little triangle and select from the list of allowances.
In this example, we are adding Meal Allowance to a user.
Adding Allowance from the Job area.
1. Open the Job Details screen and go to Labour & Callout → Timesheets.
Select the Timesheet line item and click Edit.
2. You should see the list of allowances and to add one, tick the corresponding box and to continue, click Save.
In this example, we are adding Meal Allowance.
3. You should now see the added allowance amount from the column called Total Allowance Cost.
Adding Allowance from the Mobile App (Android)
1. Tap the Menu indicated by the three lines on the upper left part of the screen and select Timesheet..
2. Tap the + icon and then tap Select.
3. Tap the box beside the allowance name which is Meal Allowance in this example and then tap Add.
You should see the meal allowance added and to proceed, tap OK.
