Create expense line form
The expense line form information is used to create an expense line for your actual expenses.
| Field | Description |
|---|---|
| Number | Auto-generated number for the expense line. |
| Amount | Expense cost in the selected currency. |
| Date | Date on which the expense was generated. |
| Process date | Date on which the expense line was processed. |
| Rate card | Name of the rate card. |
| Inherited | Indicates if the expense line is inherited from another expense line. |
| Parent | The parent expense line from which this expense line is inherited. |
| Rate type | Rate type for the expense line. |
| State | State of the expense line. Only processed expense lines are considered for an investment entity. |
| Source ID | Record that generated the associated cost. |
| Summary type | Business purpose of the expense line. |
| Cost plan | Associated cost plan name for recording the expense line. |
| Expense type | Defines the expense type, internal or external.By default, the expense type is considered from the cost type field entry. |
| Cost type | Cost type of the expense.By default, the cost type of the cost plan is selected. |
| Short description | Short description of the expense.Mention unique and specific details to identify the expense line. |
| Source | Sources of the expense line. These sources include:- Asset - Configuration item - Fixed asset - Task - Contract - Cost center - User |