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 D  

The project assignment to enter an expense against.

Note:  
  • If the selected Project has the Allow Expenses Without Assignment checkbox deselected, an Assignment entry is mandatory.
  • If the selected Project has the Allow Expenses Without Assignment checkbox selected, an Assignment entry is optional.
Attach Files E   Attach files such as receipts to the expense.
Billable D  

If selected, indicates the expense is billable.

Note:  
  • The Billable checkbox selection in the Expense Report, Project and Assignment pages override this checkbox selection. If the related project, expense report or assignment is non-billable, then this checkbox is hidden.
  • The Billable checkbox is only available when the Billable field is in the field set specified by the Editable Field Set API Name LAB property.
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.

Note: This lookup only displays active projects that either have assignments for the selected resource or those that do not require assignments to submit expenses.
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.
Reimbursement Information
Note: This option and related fields are displayed only when the applicable LAB property is selected. For more information on LAB properties, see Expense Entry Lightning Component Properties. 

Exchange Rate

D

  

The exchange rate according to the selected Currency ISO Code. You can manually enter an exchange rate and override the dynamic functionality of this field.

Currency Conversion Rate

D

  

The currency conversion rate of the current expense entry.

Reimbursement Amount

D

  

The amount that will be reimbursed for the entered expense.

Formula:

Amount x Exchange Rate.

Non-Reimbursable

    

If selected, the expense entry is set to non-reimbursable and the Reimbursement Amount field is set to “0”.
Billable Information 
Note: This option and related fields are displayed only when the applicable LAB property is selected. For more information on LAB properties, see Expense Entry Lightning Component Properties.

Non-Billable Incurred Amount

    

The amount that is to be deducted from the billable amount.

Note: This field is only enabled when the Billable checkbox is selected.

Tax Type

    

The tax type of the billable expense.

Incurred Tax

    

The incurred tax for the expense. 

Incurred Tax Non-Billable

    

If selected, the incurred tax is considered as non-billable. This amount is deducted from the billable amount.

Note: This field is only enabled when the Billable checkbox is selected.

Billable Amount

D

  

Amount - Non-Billable Incurred Amount. 

  • The incurred tax amount is also deducted if it is non-billable.
  • This field is enabled only when the Billable checkbox is selected.

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.
Save and New Saves the expense and creates a new expense.
Save and Copy Saves the expense and copies the expense entry. All the items in the expense entry other than Distance, Amount or the attached files are copied to the new entry.
Submit Submits the expense for approval.
Note:  
  • Dynamic calculations are not supported for custom fields.
  • Fields added to the Expense Header row editable column and Expense Header row read-only column field sets are added above the Description field on the Lightning component in the same order as they are listed in the field set.
  • Fields added to the Expense Notes fields editable column and Expense Notes fields read-only column field sets are added within the Additional Information area.

For more information, see:

For more information on editing field sets, see the Salesforce Help.