Expense Entry Page Fields

Here is a description of the fields and buttons on the Expense Entry page. This page is displayed when you click Multiple Expense Entry UI on the Expenses or Expense Reports related list.

Expense Lines

Field			Description
Billable			Indicates whether the expense is to be charged to the customer.
Checkbox			Indicates whether the expense line is selected. To carry out a task on an expense line such as deleting or submitting it, select the checkbox on that expense line first.
Currency	*		The currency the expense was incurred in.
Date	*		Date on which the expense was incurred.
Description			Description of the expense.
Project/Assignment	*		The project or assignment to which the expense line relates.
Resource	*		The resource that incurred the expense.
Status		R	Status of the expense.
Total Amount	*		Total amount of the expense.
Type	*		The type of expense incurred. Expense limits may be set on these types.

Field

Description

Billable

Indicates whether the expense is to be charged to the customer.

Checkbox

Indicates whether the expense line is selected. To carry out a task on an expense line such as deleting or submitting it, select the checkbox on that expense line first.

Currency

The currency the expense was incurred in.

Date

Date on which the expense was incurred.

Description

Description of the expense.

Project/Assignment

The project or assignment to which the expense line relates.

Resource

The resource that incurred the expense.

Status

Status of the expense.

Total Amount

Total amount of the expense.

Type

The type of expense incurred. Expense limits may be set on these types.

Expense Line Details

Here is a description of the fields that appear when you click Edit Details on an expense line.

Key: * – Mandatory field; H – Hidden until you change the currency on the expense line; R – Read-only

Field		Description
Notes		Notes for the expense line.
Non-Billable Amount		Portion of the expense which is not to be charged to the customer. This amount is subtracted from the billable amount.
Incurred tax amount		Portion of the expense which is tax. If the amount is Non-Billable, it is in addition to any Non-Billable Amount specified. The combined Non-Billable total cannot be greater than the Total Amount of the Expense.
Tax type		The type of tax incurred. Your administrator can configure the options that appear in the drop-down list.
Non-Billable Tax		Indicates whether the tax amount is not chargeable to the customer.
Billable Amount	R	The expense amount to be charged to the customer. The Billable amount updates in real time, so you can change the amounts as needed until they reflect your Expense.
Exchange Rate	H	The exchange rate to be used to calculate the Reimbursable Amount for the expense line.
Reimbursable Amount	H	The reimbursable amount in your currency, calculated using the Exchange Rate for the expense line.
Non-Reimbursable		Indicates whether the expense is non-reimbursable for future processing in downstream financial systems. When selected, the Reimbursable Amount field shows zero.

Field

Description

Notes

Notes for the expense line.

Non-Billable Amount

Portion of the expense which is not to be charged to the customer. This amount is subtracted from the billable amount.

Incurred tax amount

Portion of the expense which is tax. If the amount is Non-Billable, it is in addition to any Non-Billable Amount specified. The combined Non-Billable total cannot be greater than the Total Amount of the Expense.

Tax type

The type of tax incurred. Your administrator can configure the options that appear in the drop-down list.

Non-Billable Tax

Indicates whether the tax amount is not chargeable to the customer.

Billable Amount

The expense amount to be charged to the customer. The Billable amount updates in real time, so you can change the amounts as needed until they reflect your Expense.

Exchange Rate

The exchange rate to be used to calculate the Reimbursable Amount for the expense line.

Reimbursable Amount

The reimbursable amount in your currency, calculated using the Exchange Rate for the expense line.

Non-Reimbursable

Indicates whether the expense is non-reimbursable for future processing in downstream financial systems. When selected, the Reimbursable Amount field shows zero.

Buttons

Button	Description
Add New Rows	Adds new blank expense lines. The number of lines added depends on the configuration your administrator has set.
Delete Lines	Deletes the selected expense lines.
Save All	Saves all changes to the expense lines.
Submit	Submits all selected expense lines for approval and updates their status.
Cancel	Closes the Expense Entry page and discards unsaved changes.

Button

Description

Add New Rows

Adds new blank expense lines. The number of lines added depends on the configuration your administrator has set.

Delete Lines

Deletes the selected expense lines.

Save All

Saves all changes to the expense lines.

Submit

Submits all selected expense lines for approval and updates their status.

Cancel

Closes the Expense Entry page and discards unsaved changes.