---
sourceDocument: Xanadu Strategic Portfolio Management
sourceDocumentLink: https://www.servicenow.com/docs/r/xanadu/it-business-management

 Release :

    - xanadu

ft:locale :

    - en-US

ft:publication_title :

    - Xanadu Strategic Portfolio Management

ft:clusterId :

    - itbm

bundleId :

    - itbm

workflow :

    - Technology


---

# Create expense line form

# Create expense line form {#ariaid-title1}

* Release version: Xanadu
* 
* Updated August 1, 2024
* 
* ![](https://www.servicenow.com/docs/portal-asset/ico-clock) 1 minute to read

Use this form to create expense lines for your actual expense.
{#create-exp-line-form-spw__id_v3d_cc5_yxb__entry__2}

| Field | Description |
|-|-|
| Number | Auto-generated number for the expense line. |
| Amount | Expense incurred. |
| Short description | Short description of the expense. Mention unique and specific details to identify the expense line. |
| Date | Date of the expense. |
| Process date | Processed date of the expense. |
| Cost plan | Associated cost plan name for recording the expense line. |
| Cost type | Cost type of the expense. by default, the cost type of the cost plan is selected. |
| State | State of the expense line. Only processed expense lines are considered for an investment entity. |
| Expense type | Defines the expense type, internal or external. By default, the expense type is considered from the Cost type field entry. |
| Rate card | Name of the rate card. |
| Summary type | Business purpose of the expense line. |
[Table 1. Create expense line form]

{#create-exp-line-form-spw__id_v3d_cc5_yxb}