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

 Release :

    - zurich

ft:locale :

    - en-US

ft:publication_title :

    - Zurich Strategic Portfolio Management

ft:clusterId :

    - itbm

bundleId :

    - itbm

workflow :

    - Technology


---

# Expense line form

# Expense line form {#ariaid-title1}

* Release version: Zurich
* 
* Updated March 12, 2026
* 
* ![](https://www.servicenow.com/docs/portal-asset/ico-clock) 1 minute to read

The expense line form enables you to create an expense line for the actual expenses for your demand.
{#create-expense-line-form-ppw__table_eh4_qrp_c3c__entry__2}

| 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 {#create-expense-line-form-ppw__ul_bf4_pdc_1kc} |
| 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 {#create-expense-line-form-ppw__ul_uf1_j2c_1kc} |
| 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 {#create-expense-line-form-ppw__ul_fyf_g2c_1kc} |
| 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 {#create-expense-line-form-ppw__ul_dkm_kwp_c3c} |
[Table 1. Expense line]

{#create-expense-line-form-ppw__table_eh4_qrp_c3c}