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Some financial fields on cost cards involve what we call "three way" relationships. The most familiar example is probably exchange rates between currencies. You have currency one, currency two, and they are linked by the FX rate between them. If you update one field, which of the other two should stay locked while the last changes? The answer is really dependent on the user. This screen allows you to configure the way you want the three-way relationship managed. You are allowed to configure the following:
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This screen is reached by editing a cost card and clicking the gear icon .
Permissions and Settings
Any user has access to editing cost cards gets access to this setting.
Unit-Based Expenses
Some expense types are unit-based. We often see this for per diem's where a consultant may be authorized a flat $50 per day for travel expenses.
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- Incurred Total Amount = the amount you would see on your receipt
- F/X Rate = Disbursed Amount / Incurred Amount
- Disbursed Total Amount = the amount you expect to be reimbursed in your native currency
