Add travel rates in a table

To start setting up a destination's travel expense rates, you must add an existing destination from your library to a travel rate table. Then you can enter a default rate, escalation sets, or discrete rates for each travel expense at a destination.

Add a destination in a travel rate table

1. In the navigation menu, click Rate Tables > Travel Rates.
2. On the Travel Rates page, select a table, then click Rates.
3. In the table, click Add Element.
4. Select a destination from the Travel Library, then click Create. The destination will be listed in the table.

Add travel rates for a destination's expenses

Using or not using a timescale in a travel rate table determines how you enter rates in it. With no timescale, you can only enter a default rate for each expense at a destination. In a monthly or annual table, however, you can also set up escalation sets and enter discrete rates.

Default travel rate

If a travel expense has flat rate, enter it as the default rate. This is always the case in a table with no timescale because the rates cannot change by month or year.

1. In the travel rate table, double-click a destination to edit its properties. Alternatively, on the destination, select Options > Edit.
2. On the Expenses tab, go to the Rate column and enter each expense's default rate.
3. Click Close.

Travel rates with escalation sets

Escalation sets are best when a travel expense's rate changes regularly over a period of time. After the monthly or annual rates are calculated, you can adjust them discretely if needed.

1. In the travel rate table, select a destination.
2. Go to the Rates grid and select a travel expense.
3. Go to the Escalation Sets grid. Verify that the correct travel expense name appears at the top of the grid, then click Add Escalation Set.
4. In the Base Date column, enter the date that the rate escalation begins.
5. In the Base Rate column, enter the expense's starting travel rate.
6. In the Factor column, enter the factor that will be applied to the travel rate to escalate it. For example, a factor of 0.01 will escalate the rate by 1%.
7. In the Step column, enter the number of months or years the travel rate will stay the same before the factor is applied.
8. In the Extend column, enter the number of months or years the escalation set will last.
9. To continue escalating the travel rate with different parameters, go to the next row and repeat steps 4 to 8.

Discrete travel rates

Enter travel rates discretely when an escalation set isn't practical, or when automatically calculated rates in specific months or years need adjustments.

1. In the travel rate table, select a destination, then go to the Rates grid.
2. In each column, enter the expenses' monthly or annual travel rates discretely.
   • If an expense has escalation sets, the automatically calculated rates are colored green in the grid. Discretely entered rates are colored black.