Meal Allowances: Difference between revisions
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Firstly, create a Todo list in the ECH and assign costs to each item on the list with the amount the user can claim. These amount can be multi part and currency. | Firstly, create a Todo list in the ECH and assign costs to each item on the list with the amount the user can claim. These amount can be multi part and currency. | ||
Make an entry called "Monday $40", and assign the cost $40. Ensure the [[Activity visibility levels|activity visibility]] is set to Private - this means other users cannot see what each other claimed, only the Coordinator and them. | Clear the Start date and Due. This will stop the Activity appearing on the home screen. We recommend creating an [[Activity Category Tags|Activity category]] called Allowances with a suitable icon. This will create a category on the Summary Screen: | ||
Make an entry called "Monday $40", and assign the cost $40. Ensure the [[Activity visibility levels|activity visibility]] is set to '''Private''' - this means other users cannot see what each other claimed, only the Coordinator and them. | |||
[[File:Meal Allowance Setup screen pt 1.png|center|thumb|Meal allowance set up in ECH]] | [[File:Meal Allowance Setup screen pt 1.png|center|thumb|Meal allowance set up in ECH]] | ||
Now scroll down and add each user as a separate entry: | Now scroll down and add each user as a separate entry: | ||
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If you require different amounts to be assigned different members of the team, just create additional Meal Allowances. If you are doing this often, it may be worth making a template itinerary of Meal Allowance Checklists. When you want to use one use the "[[How to build templates - activites, documents etc|Copy between Itineraries]]" feature to add them to your actual event. This will make them very quick to set up. | If you require different amounts to be assigned different members of the team, just create additional Meal Allowances. If you are doing this often, it may be worth making a template itinerary of Meal Allowance Checklists. When you want to use one use the "[[How to build templates - activites, documents etc|Copy between Itineraries]]" feature to add them to your actual event. This will make them very quick to set up. | ||
== Adding more than one claim a day == | |||
Since Version [[:Category:3.5.0|3.5]] we now support some magic commands in the text to turn the formatting into a Check Box. | |||
== Bonus: Internal Costs == | == Bonus: Internal Costs == | ||
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Please note this process is independent of EventR's robust [[EventR Expense Guide|Expense Tracking]] features, but can also work along side. | Please note this process is independent of EventR's robust [[EventR Expense Guide|Expense Tracking]] features, but can also work along side. | ||
[[Category:3.5.0]] | |||