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 you want the expense attribute to be mandatory, select the Mandatory checkbox.

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.

Related information

Set up expense attributes

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