.Here is a description of the fields on the Expense Report page.
Key: * – Mandatory; R – Read-only
| Field | Description | ||
|---|---|---|---|
| Currency | * | Currency that the report is generated in. | |
| Expense Notes Description | Notes for the expense report. | ||
| Expense Report Name | * | Name of the expense report. If you do not enter a name, the system generates one automatically. This field is mandatory if the expense-report-name-required configuration option is set. | |
| Owner | R | The person who created the expense report. | |
| Resource | R | The resource to which the expense applies. | |
| Status | Status of the expense report. |
| Field | Description | |
|---|---|---|
| Billable | Indicates whether the customer can be charged for the expense and therefore included in billing events. | |
| Milestone | Milestone to which the expenses apply. If the Closed for Expense Entry option has been selected on a milestone, that milestone is not listed. | |
| Project / Assignment | R | Project or assignment that the expenses apply to. |
You can enter audit notes in the Audit Notes field.
If your administrator has created expense limits and rates on the Expense Limits / Rates tab, they are listed in the Expense Limits / Rates section when you click .
Key: * – Mandatory; R – Read-only; H – Hidden until you select a currency other than your default currency.
| Field | Description | |
|---|---|---|
| Billable | Indicates whether the expense is to be charged 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. |
| Currency | * | Currency that the expense was incurred in. |
| Date | * | The Date on which the expense was incurred. |
| Description | Description of the expense. | |
| Exchange Rate | H | The exchange rate to be used to calculate the Reimbursable Amount for the expense line. |
| 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. | |
| Non-Billable Amount | Portion of the expense which is not to be charged to the customer. This amount is subtracted from the billable amount. | |
| Non-Billable Tax | Indicates whether the tax amount is not chargeable to the customer. | |
| Non-Reimbursable | Indicates whether the expense is non-reimbursable for future processing in downstream financial systems. When selected, the Reimbursable Amount field shows zero. | |
| Notes | Notes for the expense line. | |
| Reimbursable Amount | H | The reimbursable amount in your currency, calculated using the Exchange Rate for the expense line. |
| Tax type | The type of tax incurred. Your administrator can configure the options that appear in the drop-down list. | |
| Total Amount | * | Total amount for the expense. |
| Type | The type of expense. |
| Button | Description |
|---|---|
| Action | Deletes the expense row from the expense report. |
| Add New Rows | Adds new blank expense rows to the Expenses section of the Expense Report tab. |
| Done | When the extra fields are displayed for an expense line, hides them. |
| Edit Details | Displays extra fields for each expense line where you can enter notes, billable amounts and tax details. |
| Save | Saves the expense report including the expense lines. |
Related Information
Related Tasks
Approving and Rejecting Expense Reports
Creating and Submitting an Expense Report
Editing Expenses and Attaching Receipts
Setting up Expense Limits and Rates
Reference Materials