---
sourceDocument: Australia IT Service Management
sourceDocumentLink: https://servicenow-prod.fluidtopics.net/r/de-DE/it-service-management

 Release :

    - australia

ft:locale :

    - de-DE

ft:publication_title :

    - Australia IT Service Management

ft:clusterId :

    - itsm

bundleId :

    - itsm

workflow :

    - Technology


---

# Create expense lines manually

# Create expense lines manually {#ariaid-title1}

* Freigeben Version: Australia
* 
* Aktualisiert 12. März 2026
* 
* ![](https://www.servicenow.com/docs/portal-asset/ico-clock) 1 Minute Lesedauer

You can create expense lines at a single level or in a hierarchy to better organize
expense information.

## Vorbereitungen

Role required: admin, financial_mgmt_admin, or financial_mgmt_user

## Warum und wann dieser Vorgang ausgeführt wird

Use a hierarchy if it makes sense for your organization. In the example below, the last two expense lines are a level under expense line number EXP0010001. Abbildung : 1. Expense lines in a hierarchy

## Prozedur

1. Navigate to AllCostsExpense Lines.
2. Open an expense line record, or click New to create a new expense line.
3. Complete the form.  
   {#t_CreateExpenseLinesManually__table_ExpenseLineFields__entry__2}

   | Field | Description |
   |-|-|
   | Number | The unique number identifying the expense line. |
   | Date | The date on which the expense line was created. |
   | Rate Card | The identification number of the rate card to which the expense line is associated. |
   | Rate type | The rate type that is considered during the expense line generation. This field is read-only. |
   | Source ID | The identification number of the item associated with the expense line. If this field is filled in, corresponding information is automatically added to the Source fields on this form. |
   | Amount | The monetary value of the item specified in the Source ID field. Enter a negative value to indicate a credit. |
   | Process date | The date the expense line is processed. |
   | Inherited | Check box that indicates whether the expense line is on another expense line. |
   | State | The current state of the expense line, either Pending or Processed. |
   | Summary type | The expense line category: Grow Business, Run Business, or Transform Business. Categorizing expense lines can be useful for reporting. |
   | Short description | A brief description of the expense line. |
   | Asset | The identification number of the asset associated with the expense line, if any. |
   | Fixed asset | Fixed asset that contains the asset in this expense line. A fixed asset is a container that holds one or more individual assets, including hardware or software assets. The system auto-populates this field with the appropriate fixed asset if the named Asset is contained within that fixed asset. |
   | Contract | The identification number (not the contract number) of the contract associated with the Asset, if any. |
   | User | The name of the user associated with the Asset, if any. |
   | Configuration Item | The name of the configuration item associated with the expense line, if any. |
   | Task | The identification number of the task associated with the expense line, if any. |
   | Cost center | The cost center financially responsible for the item identified in Source ID, if any. |
   [Tabelle : 1. Expense line table]

   {#t_CreateExpenseLinesManually__table_ExpenseLineFields}
**Zugehörige Konzepte**   

* [Automatic expense line creation](https://servicenow-prod.fluidtopics.net/SwngY18gnPwzYcCcz7y~aA "You can automatically create expense lines to facilitate the accurate reporting of expenses.")  
**Zugehörige Tasks**   

* [Create an allocation rule](https://servicenow-prod.fluidtopics.net/v2_uegBHOgz9i~Z2sBjRwA "Expense allocation rules enable you to associate expenses with an item, such as a user, group, or department.")
* [Delete an expense line](https://servicenow-prod.fluidtopics.net/3dbDEpI40Srm966uRCNCsQ "Deleting an expense line also deletes all expense allocations that were generated from the expense line.")
* [Create a sample allocation rule](https://servicenow-prod.fluidtopics.net/JxSWKkNICqTD2PI8ZgWq_g "You can create a sample expense allocation rule that allocates the cost of an incident to the department of the caller.")
* [Use a scripted allocation](https://servicenow-prod.fluidtopics.net/yc~fSfZ_O8rXxznNedidQA "Scripted allocations define custom allocation amounts and targets by executing a script.")  
**Zugehörige Informationen**   

*