ExpenseTemplates
Stores a library of standardized expense templates by business unit (for example, travel, relocation), driving efficient expense entry.
Columns
| Name | Type | Description |
| ExpenseTemplateId [KEY] | Long | Unique identifier for the expense template, used to track and reference individual expense templates in the system. |
| OrgId | Long | Unique identifier for the organization associated with the expense template, used to link the template to a specific organization. |
| BusinessUnit | String | Name of the business unit associated with the expense template, helping categorize and manage expenses within different organizational segments. |
| Name | String | Name of the expense template, used to identify and differentiate various templates within the system. |
| Description | String | Detailed description of the expense template, providing context about its use and the type of expenses it governs. |
| StartDate | Date | Start date of the expense template's validity, marking the date from which the template becomes active and applicable. |
| InactiveDate | Date | Date when the expense template is no longer valid or inactive, helping to track the lifecycle of the template. |
| DfltCcExpTypeId | Long | Default credit card expense type ID associated with the expense template, used for categorizing credit card-related expenses. |
| EnableCcMappingFlag | Bool | Flag indicating whether credit card mapping is enabled for the expense template, controlling whether credit card expenses are linked to this template. |
| CreationDate | Datetime | Timestamp indicating when the expense template was created, helping to track the creation time of the template. |
| CreatedBy | String | Username of the individual who created the expense template, ensuring accountability for the creation process. |
| LastUpdateDate | Datetime | Timestamp of the most recent update made to the expense template, helping to track changes over time. |
| LastUpdatedBy | String | Username of the individual who last updated the expense template, providing accountability for updates. |
| LastUpdateLogin | String | Session login associated with the user who last updated the expense template, providing transparency for tracking changes. |
| CashReceiptRequiredFlag | Bool | Flag indicating whether a cash receipt is required for expenses under this template, ensuring compliance with documentation rules. |
| CashReceiptRequiredLimit | Decimal | Limit for the cash receipt requirement in the expense template, setting the threshold above which a cash receipt is mandatory. |
| CcReceiptRequiredFlag | Bool | Flag indicating whether a credit card receipt is required for expenses under this template, ensuring credit card expenses are properly documented. |
| CcReceiptRequiredLimit | Decimal | Limit for the credit card receipt requirement in the expense template, setting the threshold above which a credit card receipt is required. |
| NegativeRcptRequiredFlag | Bool | Flag indicating whether a negative receipt is required for expenses under this template, typically used for returns or refunds. |
| AllowRcptMissingFlag | Bool | Flag indicating whether missing receipts are allowed for expenses under this template, controlling whether exceptions can be made. |
| DispRcptViolationFlag | Bool | Flag indicating whether a receipt violation is displayed for expenses under this template, helping to highlight missing or incorrect receipts. |
| DescriptionBehaviourCode | String | Code that governs how the description field is handled within the expense template, defining its behavior and usage. |
| DescriptionBehaviour | String | Description of how the description field should be used in the expense template, providing guidelines for entering expense details. |
| LocationBehaviourCode | String | Code that defines the behavior of the location field within the expense template, such as whether location is mandatory or optional. |
| LocationBehaviour | String | Description of how the location field should be handled in the expense template, providing guidelines on its usage. |
| NumberOfDaysBehaviourCode | String | Code that defines how the number of days field behaves in the expense template, such as whether it's calculated or entered manually. |
| NumberOfDaysBehaviour | String | Description of how the number of days field should be handled in the expense template, guiding users on its proper usage. |
| MerchantBehaviourCode | String | Code that specifies the behavior of the merchant field in the expense template, such as whether it's a required field or optional. |
| MerchantBehaviour | String | Description of how the merchant field is handled within the expense template, including any rules for its use. |
| BindDate | Date | Date when the expense template is bound to a specific record or usage context, ensuring that the template is applicable from a certain date onward. |
| BindOrgId | Long | Unique identifier for the organization to which the expense template is bound, ensuring the template is linked to the correct organization. |
| Finder | String | Search term or identifier used to locate and filter specific expense templates within the system, making it easier to retrieve the right template. |