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Company Allowance

 Summary

The Allowance page is the Company Money drill-down for an allowance benefit. Use it to assign an allowance amount and effective date to people at the payroll location, update or delete an assignment, export the list, and review the Activity Log.

In this article

  • Before you begin
  • Opening Allowance
  • Read the list
  • Adding an allowance
  • Viewing an assignment
  • Updating an assignment
  • Deleting an assignment
  • Opening Activity Log
  • Exporting
  • Frequently Asked Questions (FAQ)

Before you begin

You must have an active Payroll add-on to access and use Payroll features.

You need Company Money access and View Company Benefit to open the Benefits tab.

The following Payroll permissions apply on the Allowance page:

  • View User Benefit — allows you to view an assignment.
  • Add User Benefit — allows you to add an allowance when the person’s Status is Not Included.
  • Edit/Update User Benefit — allows you to update an allowance when the Status is not Not Included.
  • Delete User Benefit — allows you to delete an allowance when the Status is not Not Included.
  • Allowance Activity Logs — allows you to open Action → Activity Log.

Create the allowance scheme first under Admin → Benefits.

People must already appear on the Allowance list before you can assign an allowance to them.

The page heading uses the benefit name rather than the word Allowance.

Opening Allowance

  1. Log in to Plumm.
  2. Open the 9-dot menu.
  3. Under Money, select Company Money.
  4. Select an Active location.
  5. Select the Benefits tab.
  6. Select an Allowance card.

Read the list

Use Search to find a person. The placeholder is Search.

Header filters are available.

If there are no records, Plumm shows Nothing to show here yet.

Available page sizes are:

  • 10
  • 50
  • 100
  • 200
  • 500

The list contains the following information.

Name

Shows the person’s name and profile image.

Allowance

Shows the allowance amount assigned to the person.

Status

A person can have one of the following statuses:

  • Not Included — shown with a yellow tag. The person is on the list but does not have an allowance assignment. Use Add if you have Add User Benefit permission.
  • Member — shown with a green tag. The person has an allowance assignment. Depending on your permissions, you can View, Update, or Delete the assignment.

The three-dot menu (⋮) on each row shows only the actions available for your permissions and the person’s current status.

Selecting a row opens View when that action is available.

Adding an allowance

On a person with Status Not Included, open the three-dot menu and select Add.

The sidebar heading is the benefit name. The footer button is Add.

Employee

Read-only. This shows the person you selected.

Effective Date

Required.

Use the date picker to select the effective date. The format is dd/mm/yy.

If left empty, Plumm shows Required field.

Allowance

Required. Enter the allowance amount.

Validation messages include:

  • Required field — when the amount is empty.
  • Allowance amount cannot be zero — when the amount is 0.
  • Allowance should not be negative — when a negative amount is entered.

Select Add.

On success, Plumm shows Added successfully!

The person’s Status changes to Member.

Error messages can include:

  • Invalid input data. Please check your entries.
  • Error in dates, please refresh and try again.
  • Something went wrong, please try again.

Viewing an assignment

On a Member row, open the three-dot menu and select View.

You can also select the row when View is available.

The sidebar shows:

  • Employee
  • Effective Date
  • Type — always Allowance
  • Allowance
  • Created By
  • Last Updated By

If a value is empty, Plumm shows ---.

Updating an assignment

On a Member row, open the three-dot menu and select Update.

The assignment sidebar opens and the footer button is Update.

Effective Date is disabled and cannot be changed.

You can change the Allowance amount.

Select Update.

On success, Plumm shows Updated successfully!

Deleting an assignment

On a Member row, open the three-dot menu and select Delete.

The modal heading is Delete transaction from this benefits.

Plumm shows:

Are you sure you want to delete this transaction? Please note that this action cannot be undone.

Select Cancel to leave without deleting, or Confirm to continue.

On success, Plumm shows Deleted successfully.

The person remains on the list and their Status returns to Not Included. You can assign an allowance to them again if required.

The deletion cannot be undone from the confirmation modal.

Opening Activity Log

You need Allowance Activity Logs permission.

Select Action, then Activity Log.

The modal heading is Activity Log.

Entries are grouped by date. Each entry shows a time and description.

If there are no entries, Plumm shows Nothing to show here yet.

Select Cancel to close the Activity Log.

Exporting

Use the grid export control to download the Allowance list.

The downloaded file is:

Allowance.xlsx

Frequently Asked Questions (FAQ)

  • Who can add an allowance?
    Users with Add User Benefit permission can add an allowance, but only when the person’s Status is Not Included.
  • Can I change the effective date after adding an allowance?
    No. Effective Date is disabled when you update an existing assignment. You can change only the Allowance amount.
  • Why is Add missing?
    The person may already have Member status, or you may not have Add User Benefit permission.
  • Does deleting an allowance remove the person from the list?
    No. The person remains on the list and their Status returns to Not Included, allowing an allowance to be added again.
  • Where do I create the allowance scheme?
    Create the scheme under Admin → Benefits. The Company Money Allowance page is used to assign people and allowance amounts.