Expense Entry Lightning Component Fields

Here is a description of the fields on the PSA Expense Entry Lightning component.

Key:

AR – Available when the Expense Entry component is in a read-only state.

E - Available when the Expense Entry component is in editable state.

R – Read-only

* – Mandatory field

Field			Description
Amount		*	Total amount of the expense.
Assignment			The project assignment to enter an expense against.
Attach Files	E		Attach files such as receipts to the expense.
Billable			If selected, indicates the expense is billable.
Currency ISO Code		*	The currency the expense was incurred in.
Description			The description of the expense.
Distance		*	The distance traveled for the expense. Note: This field is only displayed when an active expense rate with a rate unit is associated with the selected type.
Expense Date	E	*	Date on which the expense was incurred.
Milestone			The project milestone to enter time against.
Notes			Notes for the expense.
Project		*	The project to enter time against.
Rate Unit		*	Unit of measurement to use for the expense. Note: This field is only displayed when an active expense rate with a rate unit is associated with the selected type.
Status	AR		The current status of the expense: Approved Rejected Saved Submitted
Type		*	The type of expense incurred.

Buttons

These are the buttons on the PSA Expense Entry Lightning component when it is in a read-only state.

Button	Description
New	Creates a new expense.
Submit All	Submits expenses with a status of Saved for approval.

These are the buttons on the PSA Expense Entry Lightning component when it is in an editable state.

Button	Description
Cancel	Discards unsaved changes.
Delete	Deletes the expense with a status of Saved.
Save	Saves the expense.
Submit	Submits the expense for approval.