Open Allowances
From the left sidebar, select Finance.
At the top of the Finance page, select Allowances.
This opens the Allowances page.
Review the Allowances page
The Allowances page includes:
A Search allowances field
A Create Allowance button
A table of existing allowances
The table shows:
Name
Type
Requestable
Row action menu
Examples of allowances may include Sleepover, Broken Shift, Kilometers, and First Aid.
Search for an allowance
Use the Search allowances field to find an allowance by name.
This is helpful when your organization has multiple allowances configured.
Create a new allowance
Select Create Allowance.
A modal will open where you can configure the allowance name, type, requestable setting, and finance assignment if available.
Complete the allowance details
In the Create Allowance modal, complete the required details.
Add:
Name
Enter a clear allowance name, such as Sleepover Allowance.Type
Select the allowance type.Requestable
Turn this on if staff should be able to request the allowance.
Allowance type options may include:
Active Jobs
Transport
Travel
Laundry
Meals
Tools
Tasks
Qualifications
Other
Save the allowance
After completing the allowance details, select Save.
The allowance will appear in the Allowances table.
Review requestable status
Check the Requestable column to see whether staff can request the allowance.
A value of Yes means staff can request it.
A value of No means staff cannot request it directly.
Edit an allowance
Select the three-dot menu on the right side of the allowance row.
Select Edit.
Update the allowance details, then save your changes.
Important Notes
Allowances can be used for shift and pay run calculations.
The Requestable setting controls whether staff can request the allowance.
Allowance types help organise allowances into categories such as travel, qualifications, meals, or other expenses.
If Xero or another finance integration is not connected, some finance assignment or syncing options may not be available.
Use clear allowance names so admins and staff can understand what each allowance is for.
Troubleshooting
If you cannot create an allowance, check that all required fields have been completed.
If the allowance type you need is not available, check your organisation’s finance configuration.
If staff cannot request an allowance, confirm that Requestable is enabled.
If finance syncing is not available, connect the finance integration through Admin > Integrations.
If an allowance does not appear after saving, refresh the page and check the search field.
If you cannot access Allowances, check your permissions for Finance.