Create expense line form

  • Freigeben Version: Australia
  • Aktualisiert 12. März 2026
  • 1 Minute Lesedauer

    • The expense line form information is used to create an expense line for your actual expenses.

    Tabelle : 1. Expense Line section
    Field Description
    Number Auto-generated number for the expense line.
    Amount Expense cost in the selected currency.
    Date Date on which the expense was generated.
    Process date Date on which the expense line was processed.
    Rate card Name of the rate card.
    Inherited Indicates if the expense line is inherited from another expense line.
    Parent The parent expense line from which this expense line is inherited.
    Rate type Rate type for the expense line.
    State State of the expense line. Only processed expense lines are considered for an investment entity.
    Source ID Record that generated the associated cost.
    Summary type Business purpose of the expense line.
    Cost plan Associated cost plan name for recording the expense line.
    Expense type Defines the expense type, internal or external.

    By default, the expense type is considered from the cost type field entry.
    Cost type Cost type of the expense.

    By default, the cost type of the cost plan is selected.
    Short description Short description of the expense.

    Mention unique and specific details to identify the expense line.
    Source Sources of the expense line. These sources include:
    • Asset
    • Configuration item
    • Fixed asset
    • Task
    • Contract
    • Cost center
    • User