Create expense line form

  • Release version: Xanadu
  • Updated August 1, 2024
  • 1 minute to read

    • Use this form to create expense lines for your actual expense.

    Table 1. Create expense line form
    Field Description
    Number Auto-generated number for the expense line.
    Amount Expense incurred.
    Short description Short description of the expense.

    Mention unique and specific details to identify the expense line.
    Date Date of the expense.
    Process date Processed date of the expense.
    Cost plan Associated cost plan name for recording the expense line.
    Cost type Cost type of the expense.

    by default, the cost type of the cost plan is selected.
    State State of the expense line.

    Only processed expense lines are considered for an investment entity.
    Expense type Defines the expense type, internal or external.

    By default, the expense type is considered from the Cost type field entry.
    Rate card Name of the rate card.
    Summary type Business purpose of the expense line.