Is there an option to import per diem rates in bulk?
Yes, you can add the per diem rates in a
CSV or TSV file and import them. Here’s how:- Click Admin View on the left sidebar.
- Go to Settings on the left sidebar.
(OR)
Click Settings in the top right corner of the page. - Go to Policies under Users and Control.
- Select the policy for which you want to import per diem rates.
- Go to the PER DIEM tab.
- Click the More icon next to the + Add Rate for a Location button.
- Click Import Per Diem Rates.
- Drag and drop a file you want to upload, or click Choose file to choose a file from your desktop or a cloud account. If you want to upload another file instead of the selected file, click Replace File and choose another file.
- Click Next.
- In the next step, the best match to each field in Zoho Expense will be auto-mapped with the fields in the imported file. If there are unmapped fields, map them manually. If you leave any field unmapped, it will not be imported into Zoho Expense.
- If you want to save the existing mapping for future imports, check the Save these selections for use during future imports box.
- Click Next.
- Click Import to import the per diem rates.