Expense line form

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

    • Learn about the fields of expense line form.

    Table 1. Expense line form fields
    Field Description
    Number Auto generated number.
    Amount Select a currency type and enter the expense cost.
    Date Date of the expense generated.
    Process date Date on which the expense line was processed.
    Source ID Record that generated the associated cost.
    State State of the expense line. The state can be Pending or Processed. The cost roll-up happens only if the expense line is processed.
    Cost plan Name of the cost plan against which you want to create the expense line.
    Summary type Select the category you want to group the expense under.
    Cost type Select the cost type.
    Expense type Select Capex for a capital expense or Opex for an operating expense.
    Short description Enter a short description of the expense type.
    Sources Select the records for the sources of the expense line. These sources include:
    • Assets
    • Fixed assets
    • Contracts
    • Users
    • Configuration items
    • Tasks
    • Cost centers