ExpenseTemplatesexpenseTypes
Defines the specific expense types and applicable policies within a given expense template, ensuring consistent categorization.
Columns
| Name | Type | Description |
| ExpenseTemplatesExpenseTemplateId [KEY] | Long | Unique identifier for the expense template in the ExpenseTemplatesexpenseTypes table, used to reference the specific template applied to expense items. |
| BusinessUnit | String | Business unit associated with the expense template, helping to categorize and allocate expenses within different organizational units. |
| Category | String | Category of the expense template, used to classify the type of expenses managed by the template. |
| CategoryCode | String | Code representing the category of the expense template, providing a standardized identifier for the category. |
| CcReceiptRequiredFlag | Bool | Flag indicating whether a credit card receipt is required for expenses under this template, ensuring proper documentation for credit card transactions. |
| CcReceiptThreshold | Decimal | Threshold amount for when a credit card receipt is required under this expense template, setting the limit above which receipts must be provided. |
| CreatedBy | String | Username of the individual who created the expense template, ensuring accountability for the creation of the template. |
| CreationDate | Datetime | Timestamp indicating when the expense template was created, providing a reference for tracking when the template was established. |
| DefaultProjExpendType | Long | Default project expenditure type associated with the expense template, used to define the primary project expenditure category for expenses. |
| Description | String | Detailed description of the expense template, providing additional context for its use and the types of expenses it governs. |
| DescriptionBehaviour | String | Defines how the description field behaves within the expense template, including any rules or guidelines for entering descriptions. |
| DescriptionBehaviourCode | String | Code that governs the behavior of the description field, specifying rules for its usage within the template. |
| DispRcptViolationFlag | Bool | Flag indicating whether a receipt violation is displayed for expenses under this template, alerting users when required receipts are missing or incorrect. |
| EnableProjectsFlag | Bool | Flag indicating whether project tracking is enabled for this expense template, allowing expenses to be tied to specific projects. |
| EndDate | Date | End date when the expense template becomes inactive, marking the conclusion of its applicability. |
| ExpenseTemplateId | Long | Unique identifier for the expense template, used to associate the expense item with the correct template for processing. |
| ExpenseTypeId [KEY] | Long | Unique identifier for the expense type, used to categorize expenses under the appropriate template. |
| ItemizationBehaviour | String | Defines the behavior of itemization within the expense template, specifying whether expenses should be itemized or grouped. |
| ItemizationBehaviourCode | String | Code representing the itemization behavior for the template, ensuring standardized handling of itemized expenses. |
| ItemizationOnlyFlag | Bool | Flag indicating whether the template is used solely for itemized expenses, restricting the template's usage to itemized entries only. |
| LastUpdateDate | Datetime | Timestamp of the most recent update made to the expense template, helping to track changes and updates to the template. |
| LastUpdateLogin | String | Login session associated with the user who last updated the expense template, ensuring transparency for updates. |
| LastUpdatedBy | String | Username of the individual who last modified the expense template, providing accountability for changes. |
| LocationBehaviour | String | Defines the behavior of the location field in the expense template, such as whether it is required or optional for expense entries. |
| LocationBehaviourCode | String | Code that defines the location behavior, ensuring consistent handling of location data in the template. |
| MerchantBehaviour | String | Defines how the merchant field is handled in the expense template, including rules for entering merchant information. |
| MerchantBehaviourCode | String | Code representing the behavior of the merchant field, providing standardized rules for handling merchant-related data. |
| Name | String | Name of the expense template, used to identify and differentiate it from other templates in the system. |
| NegativeRcptRequiredCode | String | Code that specifies whether a negative receipt is required for expenses under this template, typically for returns or refunds. |
| NumberOfDaysBehaviour | String | Defines how the number of days field behaves within the expense template, including whether it should be calculated or entered manually. |
| NumberOfDaysBehaviourCode | String | Code representing the behavior of the number of days field, specifying how it should be handled within the template. |
| OrgId | Long | Unique identifier for the organization associated with the expense template, used to ensure the template is tied to the correct organization. |
| RcptRequiredProjFlag | Bool | Flag indicating whether receipts are required for project-related expenses under this template, ensuring documentation for project expenditures. |
| ReceiptRequiredFlag | Bool | Flag indicating whether a receipt is required for all expenses under this template, enforcing documentation standards. |
| ReceiptThreshold | Decimal | Threshold value that determines when a receipt is required under the expense template, setting the limit for receipt requirements. |
| StartDate | Date | Start date of the expense template's validity, marking the date when the template becomes applicable for use. |
| TaxClassification | String | Tax classification associated with the expense template, used to ensure proper tax treatment and reporting for related expenses. |
| TaxClassificationCode | String | Code that defines the tax classification for the expense template, helping to categorize expenses for tax purposes. |
| DispRcptViolationCode | String | Code that specifies the violation for missing or incorrect receipts, used to categorize and address receipt-related violations. |
| BindDate | Date | Date when the expense template is bound to a specific record or usage context, making the template applicable from that point onward. |
| BindOrgId | Long | Unique identifier for the organization to which the expense template is bound, ensuring the template is associated with the correct organization. |
| Finder | String | Search term or identifier used to locate and filter specific expense templates within the system, facilitating efficient template management. |