Set up expense attributes
An expense attribute is a configurable data field that is used to capture additional details about an expense claim line. Expense attributes extend the standard expense claim functionality and help organizations capture data specific to their reporting or operational needs.
Administrators configure expense attributes directly in the application and assign them to specific expense types. Each expense attribute includes a defined Type, such as Option, Text, Integer, Decimal, or Date. A display order and mandatory or optional status can also be defined.
Expense attributes can be configured for each expense type to capture specific details. For example, mileage claims might include a Start Date and End Date, while travel claims might include Location and Purpose of Trip.
When users create or edit an expense claim, the configured expense attributes appear as custom fields on the claim lines or in FactBoxes. The entered values are stored and validated with the claim to ensure consistent and complete expense data.
To learn more about how to set up expense attributes, in the following table, select the links.
| To... | Go to... |
|---|---|
| Turn on or turn off the expense attributes setup. | Turn or turn off the expense attributes setup |
| Learn how to set up expense attribute fields. | Set up expense attribute fields |
| Learn how to assign expense attribute fields to expense types. | Assign expense attribute fields to expense types |
| Learn how to set the display order of expense attribute fields on unassigned expenses and and expense claim lines. | Set up the display order of expense attribute fields |
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