Set up a fee
You can configure your expense types from your Administration. To do this, you need Administrator access.
Go to your Legal Agencies area and select your agency. In the "Activities and Expenses" tab, you will find all your expense types in the "Expenses Types" section.
The "Deduct a meal advantage" option is available for all expenses in the "Food" category.
"Food" Expense Types
We recommend creating different expense types in the "Food" category to clearly distinguish between those that will trigger a meal advantage deduction and those that will not.
Example: dinner restaurant expenses do not necessarily trigger a advantage deduction.
Once this configuration is done, each expense with the "Deduct a meal advantage" option submitted by one of your resources will be counted as an expense that can deduct a advantage.
Monitor invitations
You also have the option to deduct meal benefits to resources listed as guests on an expense deducting a benefit.
Go to your Legal Agencies area and select your agency. In the "Activities and Expenses" tab, you will find all your expense types in the "Expenses Types" section.
The "Declare guests" option is available for all expenses.
Once enabled, this option allows your managers to indicate guests when reporting an expense.
If this expense has the option "Deduct a meal advantage", guests will also be included in this deduction.
To find out more
A dedicated article about invitation is available here!
Configure the advantage payment rule
You must now configure the payment rule for your "Meal" advantage using the ExtractPayroll module.
Click the "Configuration" button above the results table.
Required
Administration > Legal Agencies > HR Data > Advantages Types: Configure HR advantages (meal vouchers,...)
Resources > Resource card > Contract: Define the HR advantages for each resource.
Projects > Project card > Delivery: If necessary, define the resource's HR advantages in the delivery.
From the "Advantages payment rules" table:
Select the advantages for which you want to define payment rules by clicking "+ Add a line" each time.
If you have multiple agencies, add as many lines as you have advantages at each of your agencies.
Use the variables at the bottom of your screen to define the calculation formula for each of your advantage.
Here you will find two variables relating to expenses:
[EXP] = Number of expenses declared in the current month deducting a meal benefit
[EXP_PREV] = Number of expenses declared in the previous month deducting a meal benefit
Example: If you pay meal vouchers for each day worked, deducting the days with a declared "Meal" type expense, you can use the formula: [PROD_INT_CEIL_PER_DAY] - [EXP]
Don't forget to save!
WARNING!
Remember to validate your team's time, expenses, and absences before paying benefits to ExtractPayroll to avoid payment errors.