Automatic expense line creation
You can automatically create expense lines to facilitate the accurate reporting of expenses.
If enabled, the following processes generate expense lines automatically.
- Active CI rate cards are processed monthly to generate expense lines for each CI in the rate card. If a CI relationship is changed, existing expense lines are not affected. Changes are reflected in the next scheduled expense line.
- Active distribution costs are processed monthly to generate expense lines based on distribution rule targets.
- Closed tasks on task rate cards are processed to generate expense lines.
Expense lines can also be imported from external systems or generated from scripts. To generate an expense from a server-side script, use the ExpenseLine API.
Parent Topic:Expense lines and expense allocations
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