How to edit the daily allowances table?

Daily allowances help simplify expense reporting during business travel. Instead of collecting receipts for every meal or incidental cost, employees receive a fixed amount per day to cover their travel expenses. This reduces paperwork and streamlines both reporting and reimbursement.

If your organization uses different rates for different countries or user groups, you can easily manage and update these in Declaree.

1. Request an Editable Table

Contact our [Support Team] to request an editable version of your daily allowances table. Once created, this table can be customized to fit your organization’s needs.

2. Open the Editable Table

• After the table has been added, you’ll see Manage Daily Allowances (instead of just View Daily Allowances) in your account.

• Click Manage Daily Allowances to open the editable version.

Tip: Set Valid From and Valid Until dates to define the period your allowances apply. Click the ⋮ menu (burger icon) next to the table and select Edit to set these dates.

3. Download the Table

In the Manage Daily Allowances section, click to download the table as an Excel file. This allows you to review and edit the rates offline.

4. Customize the Excel File

Open the Excel file and:

• Remove any columns you don’t need (e.g. specific cities or expense categories).

• Update the rates or percentages for meals, incidental costs, or location-specific rules.

Make sure your edits are accurate and reflect current company policy.

5. Upload the Updated Table

Once your changes are saved:

• Go back to the Manage Daily Allowances section.

• Upload your edited Excel file.

The new values will now apply according to the date range and structure you’ve set.

6. Assign Allowances to User Groups

Declaree lets you assign different allowance schemes to different user groups (for example, employees in different regions or with different travel policies).

To do this:

1. Click the ⋮ menu next to the table.

2. Choose Edit.

3. Assign the relevant allowance table to one or more user groups.

Need Help?

If you’re not seeing the Manage Daily Allowances option, please reach out to our Support Team. We’re happy to guide you through the setup.