Allowance is something that a user is entitled to and it could be a meal allowance, parking allowance. 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.
In order to add allowances to a user, you must first create the allowances in Administration area.
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.
Note: You can add as many allowances as applicable or you may want to set up similar allowance but with different value. For example, you may create a Meal Allowance worth $30.00 and another Meal Allowance worth $50.00.
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 panel 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 click Save to continue.
In this example, we are adding Meal Allowance but we can add more allowances if applicable.
3. You should now see the added allowance amount of $35.00 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.
Adding Allowances from Timesheet Editing
You can also add or remove allowances in the Timesheet Editing report.
1. Go to Reports → Timesheet Editing.
2. Click the Timesheet Details and click Edit.
3. You should see the list of available allowances for a particular user and tick the corresponding boxes to add the allowances.
To proceed, click Save.
