Expense line form

  • Release version: Australia
  • Updated March 12, 2026
  • 1 minute to read

    • The expense line form enables you to create an expense line for the actual expenses for your demand.

    Table 1. Expense line
    Field Description
    Number Automatically generated number for the expense line.
    Amount Expense cost in the selected currency.
    Date Date on which the expense is generated.
    Process date Date on which the expense line is processed.
    Rate card Name of the rate card.
    Inherited Indicates whether the expense line is inherited from another expense line.
    Parent Parent expense line from which the expense line is inherited.
    Rate type Rate type for the expense line.

    This field is automatically populated based on the selection in the Rate card field.
    State State of the expense line.
    The available values are:
    • Pending
    • Processed
    Source ID Record that generated the associated cost.
    Summary type Business purpose of the expense line.
    The available values are:
    • Grow Business
    • Run Business
    • Transform Business
    Cost plan Associated cost plan name for recording the expense line.
    Note:
    This field does not apply to demands.
    Expense type Expense type of the expense line.
    The available values are:
    • Opex
    • Capex
    Cost type Cost type of the associated cost plan.
    Note:
    This field does not apply to demands.
    Short description Brief summary of the expense line.
    Source Sources of the expense line.
    The available values are:
    • Asset
    • Configuration item
    • Fixed asset
    • Task
    • Contract
    • Cost center
    • User