Expense line form
Learn about the fields of expense line form.
| Field | Description |
|---|---|
| Number | Auto generated number. |
| Amount | Select a currency type and enter the expense cost. |
| Date | Date of the expense generated. |
| Process date | Date on which the expense line was processed. |
| Source ID | Record that generated the associated cost. |
| State | State of the expense line. The state can be Pending or Processed. The cost roll-up happens only if the expense line is processed. |
| Cost plan | Name of the cost plan against which you want to create the expense line. |
| Summary type | Select the category you want to group the expense under. |
| Cost type | Select the cost type. |
| Expense type | Select Capex for a capital expense or Opex for an operating expense. |
| Short description | Enter a short description of the expense type. |
| Sources | Select the records for the sources of the expense line. These sources include:- Assets - Fixed assets - Contracts - Users - Configuration items - Tasks - Cost centers |
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