Create rate type

Note: Any new rate types created will only be available to standard Spend Wizards. The rate types for custom Spend Wizards cannot be edited.

To create a new rate type:

1. Click the Rate Tables button on the Administration Overview diagram (Employee view).

   The Out of Pocket Expense Rate Types screen appears.

2. Click Create.

   The Create New Rate Type window appears.

3. Fill in the fields using the following field descriptions:

   Field	Description
   Rate Type	The name you want to give the rate type you are adding. This is what will identify this rate type on the Out of Pocket Expense Rate Types screen.
   Abbreviation	An abbreviation for the rate type you are creating.
   Rate Description	A short description of the rate type you are creating.
   Currency Rule Base	Select either Source Currency or Billing Currency to determine which currency the rate will apply to.
   Restrict Admin Access	This option only appears if you are logged in as an implementer or master administrator. You must have the Admin - Master Administration access right. This option allows you to make the rate table associated with this rate type inaccessible to general administrators. When Yes is selected, it prevents administrators (other than master administrators) from viewing or editing the rate table. They will only be able to see the rate table exists (it will still appear as a purple box in the rate table list).

4. Click Save.