Expense Field Sets
Here are the field sets contained within the Expense object.
| Field Set | Description | Used on Page | Default Fields |
|---|---|---|---|
| Expense Columns For Combine Attachment PDF | Allows you to define the expense columns that appear on the target PDF when combining multiple receipt photos to PDF on an expense report. Add a maximum of seven fields to ensure columns are correctly displayed. | N/A | Expense Number, Type, Project Name, Full Name, Assignment Name, Amount |
| Expense Columns For Combine Attachment Page | Allows you to define the columns that appear on the All Expenses with Attachments page, visible when you click Combine Attachments on an expense report detail page. | All Expenses with Attachments (Collate Expense Attachments To ER Visualforce page) | Expense Number, Type, Project Name, Full Name, Assignment Name, Amount |
| Expense Header Row Editable Columns | Used to display more editable fields on expense rows together with the default fields. | Multi Expense Entry page and Edit Expense page | Billable, Project Phase, Project Methodology, Milestone |
| Expense Header Row Read Only Columns | Used to display more read only fields on expense rows together with default and editable fields. | Multi Expense Entry page and Edit Expense page | N/A |
| Expense Notes Fields Editable Columns | Used to display more editable fields on the notes section of a expense line together with default and editable fields. Accessed through the View/Edit Details link or the Notes icon. | Multi Expense Entry page and Edit Expense page | N/A |
| Expense Notes Fields Read Only Columns | Used to display more read only fields on the notes section of expense lines together with default and editable fields. Accessed through the View/Edit Details link or the Notes icon. | Multi Expense Entry page and Edit Expense page | N/A |
| Mobile Expenses: Additional Fields in New and Edit Mode | Used to define the fields you can add that will display in New and Edit mode when creating or updating an expense in Mobile Expenses. | Mobile Expenses, New and Edit mode | Currency, Billable, Description |
For more information on how the Expense Field sets impact the layout on the Expense Entry Lightning component, see Expense Field Sets Impact on Expense Entry Lightning Component Layout.
SECTIONS