Caution: Employees and the tagged participant must belong to the same company. If the submitter is tagged in an expense that is associated with another company in the account, Perk does not automatically apply any per diem modifications since the expense category is different.

In the single expense, Perk checks:

• Expense date
• Expense category
• Expense country

If the expense date is the same as the per diem date, then it checks whether the expense category of the single expense matches any per diem reductions applicable for the per diem.

If the expense category matches, it automatically applies the per diem reduction for the per diem amount calculated for that expense date.

Employees are notified that a per diem modification has been applied to the corresponding per diem.

If the submitter removes the per diem modification manually, a warning is displayed to managers and finance users, so they can check whether it should be applied.

However, if the user is removed as a participant from the expense that resulted in the reduction, the reduction is automatically removed as long as the expense is in draft or ready status.

Note: Single expenses where employees are tagged as participants can be shown in the trip with the auto-calculated per diems. However, it is not necessary to activate shared expenses in order for Perk to automatically apply per diem modifications to per diem amounts.

Enabling auto-apply per diem modifications

By default, Perk doesn’tt automatically apply modifications to automatically calculated per diems. To activate this option, go to Settings > Account > Companies, View spend settings.

In Trip settings, select Automatically modify per diems based on shared expenses.