You can create different types of expensesexpense, for example mileage and food allowance, and specify which ones workers who are on placements are allowed to claim against a placement.
Some For example, some placements might allow workers to claim accommodation , whereas other will not. Also, some Some types of expense might be chargeable, and some will have a special tax category.
In order to specify whether a placement allows certain types of expense to be claimed by the worker, you first have to define expense types and expense template groups.
- An expense type is the individual expense, such as mileage.
- An expense template group is the range of expense types that are applicable to the placement
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In the Pay Element Code field, enter a code. #zzz If this is applicable to the Pay Elements that you can create, shouldn’t there be a drop down list of available codes? Why would you set this. ie, where else does it show up?#
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Nominal Code #zzz We understand this is a mandatory field, but we’re not sure why. What is it and why is it important?#
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From the HMRC Category list, select the appropriate category. #zzz Again, how important is this? Does it affect anything else in InTime? Is there anything we need to warn the user about?#
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Specify whether or not the expense type is Payable. By selecting 'Yes' you are specifying that the expense can actually be paid to the worker.
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Specify whether or not the expense is NIable. #zzz As this isn’t a word, we’d recommend changing it. What does it refer to? Are there some expenses that have an NI impact?#
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Select whether or not the expense is Taxable.
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Select whether or not the expense is Sales Taxable.
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In the Charge Markup % field, enter any mark-up that is applicable to the expense type. For example, you could set the rate at which a worker can claim mileage, and then apply a mark-up to that rate which would then get passed on to the client.
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In the Paper Required field, select whether or not the expense type requires paper documentation (for example a receipt) in order to be claimed.
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In the Description field, enter a description for the expense type.
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Click Save.