Here is a description of the fields on an expense limit or rate.
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. | |
| Region/Practice/Project/Group | The Region/Practice/Project/Group 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. | |
| Type | Expense type to which the expense limit or rate is to be applied to. |
Related Information
Related Tasks
Setting up Expense Limits and Rates