Assign expense attribute fields to expense types
After you create expense attribute fields, to have the fields appear on expense claims, assign the fields to the applicable expense type.
When you assign the fields to the applicable expense type, you can define the attribute values that users can specify when populating the expense attribute fields.
To assign an expense attribute field to an expense type
Select Search (Alt+Q)
, enter expense types, and then choose the related link.The Expense Types page opens.
Select the expense type row for which you want to assign an expense attribute field, and then on the action bar, choose Attributes/Options > Attributes.
The Attribute Values - Expense Type page opens for the expense type that you selected.
On the action bar, choose New.
A new row appears.
In Attribute, specify the expense attribute field that you want to assign to this expense type.
If applicable, in Value, specify a value.
If applicable, to make this expense attribute field mandatory on expense claims, select the Mandatory checkbox.
If applicable, in Unit of Measure, specify a value.
Mandatory checkboxes
Sparkrock Impact includes a Mandatory checkbox at both the attribute level and the attribute value level. The checkbox at the attribute value level determines whether an attribute value is required on an expense line. This checkbox is used to validate that a value has been specified during processing tasks, such as sending an expense for approval or releasing an expense claim, and to display required-field indicators on the page.
The Mandatory checkbox at the attribute level is used only during configuration. When new attribute values are added for an expense type, the attribute-level checkbox determines whether the Mandatory checkbox for those new values is selected by default. After attribute values are created, only the attribute value–level checkbox is used to determine whether a value is required.
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