ExpensePreferredTypes
Lists commonly used expense types for chatbot or quick expense entry, improving user efficiency and consistency.
Columns
| Name | Type | SupportedFinders | Description |
| ResultType | String | Specifies the type of result returned for the expense preference categories in the ExpensePreferredTypes table. | |
| OrgId | Long | FindByMerchantForPerson | Represents the unique identifier for the organization associated with the expense type preferences in the ExpensePreferredTypes table. |
| RecordId [KEY] | Long | PrimaryKey | Unique identifier for each record in the ExpensePreferredTypes table, used to distinguish between different expense entries. |
| MerchantName | String | FindByMerchantForPerson, findTop10Types, findTop5Types, findByMerchantInOrg | Name of the merchant or vendor related to the expense entry, stored in the ExpensePreferredTypes table. |
| ExpenseTypeId | Long | The unique identifier for the specific type of expense, which corresponds to the various categories or types of expenses in the ExpensePreferredTypes table. | |
| PersonId | Decimal | Identifies the person (typically an employee or contractor) associated with the expense preference, stored as a decimal for precise identification. | |
| ExpenseTypeCount | Long | The total count of distinct expense types recorded for a particular organization or person, as stored in the ExpensePreferredTypes table. | |
| CategoryCode | String | FindByMerchantInOrg, findTop5Types, findByMerchantForPerson | A code representing the expense category, used to classify expenses into various predefined types in the ExpensePreferredTypes table. |
| ExpenseTypeName | String | The name or description of the expense type, providing clarity on what the expense category represents in the ExpensePreferredTypes table. | |
| ExpenseStartDate | Date | FindTop10Types, findByMerchantForPerson, findTop5Types, findByMerchantInOrg | The start date of the expense, indicating when the expense was initiated or began within the ExpensePreferredTypes table. |
| ExpenseTemplateId | Long | Unique identifier for the expense template used to categorize and track various types of expenses in the ExpensePreferredTypes table. | |
| ExpenseTemplateName | String | The name or description of the template used for grouping related expenses in the ExpensePreferredTypes table. | |
| MatchScore | String | A score indicating the match or relevance of the expense type preference, which may be used for recommendations or analysis in the ExpensePreferredTypes table. | |
| Finder | String | The source or entity that initiated the expense discovery or preference matching process, potentially identifying the user or system involved in categorizing the expense. |