Expense Limits and Rates Fields

Professional Services Cloud

Here is a description of the fields on an expense limitClosed or expense rateClosed.

Key: * – Mandatory.

Field   Description
Active   Indicates whether the expense limit or rate is in use.
Amount   Amount of the limit or rate.
Cascading   Indicates whether the expense limit or rate is to be applied to child regions, practices, projects or groups.
Currency Effective Date * Date to use for the exchange rate when converting the currency on the expense limit or rate.
Description   Description of the expense limit or rate.
End Date   The date on which the expense limit or rate ends.
Region/Practice/Project/Group   The regionClosed/practiceClosed/projectClosed/groupClosed to apply the expense rate or limit to.
Rate   Indicates whether the record is a rate or a limit.
Rate Unit   Unit of measurement to use for an expense rate.
Resource Role   The resource role to apply the expense limit or rate to.
Start Date   The date on which the expense limit or rate starts.
Type  

The type of expense, such as Business Meals, Car Rental, Taxi.

Mobile Expenses in the Salesforce mobile app supports one rate type expense, which is Auto Mileage. You can change the name of this expense type, if required. To change the "Auto Mileage" picklist value, update the Label for the Type field on both the Expense and Expense Limit / Rate objects. Do not change the API Name, as it must remain as "Auto Mileage" for the Distance and Unit fields to be displayed on the Mobile Expense entry page.

Note:

If you are using the PSA desktop and want more than one auto mileage type of expense rate, you must add more picklist values to the Type field on the Expense Limit / Rate object and the Expense object. The picklist values that you enter must be exactly the same on both objects.