Set up expense attribute fields

You can set up expense attribute fields to capture additional details about an expense claim line.

The following types of fields are available:

• Option
• Text
• Integer
• Decimal
• Date

To set up an expense attribute field

1. Select Search (Alt+Q) , enter attribute object setups, and then choose the related link.

   The Attribute Object Setups page opens.

2. Select the row with the Table Name of Expense Type, and then on the action bar, choose Actions > New Document > Attributes.

   The Attributes - SRF Expense Type page opens.

3. On the action bar, choose New.

   The Attribute page opens.

4. In Name, specify a name for this attribute.

5. In Type specify a type for this attribute.

   If you are creating an attribute with a Type of Option, you must define the available options. On the action bar, choose Attribute Values to open the Attribute Values page, and then perform the following steps for each option that you want to add:

   1. Choose New.

      A new row appears.

   2. In Value, specify the option.

6. If applicable, select the Mandatory checkbox.

   To learn more about this field, go to Mandatory checkboxes.

7. If you want the expense attribute to appear in mySparkrock, select the Externally Available checkbox.

   Note

   Note:
   mySparkrock expense attribute functionality will be available in a future release.

8. (Optional) To block users from assigning this attribute, select the Blocked checkbox.

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.

Related information

Set up expense attributes

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