ExpenseTypes
Defines allowable categories of expenses that can be submitted in the system, often aligned with compliance and financial policies.
Columns
| Name | Type | ReadOnly | Description |
| ID [KEY] | String | True |
Unique identifier for the expense type record, typically a system-generated value used as a primary key. |
| Expense Type Type | String | True |
System-specific object type identifier for this expense type record, usually mapped to 'object_type__v' in Veeva Vault. |
| Global ID | String | True |
Globally unique identifier assigned by the Vault system to ensure record uniqueness across environments. |
| Link | String | False |
System-managed link that provides a direct reference to the full record within the Veeva Vault interface or API. |
| Name | String | False |
User-defined name or label for the expense type, typically displayed in dropdowns and forms. |
| Status | String | False |
Current lifecycle status of the expense type, such as Active, Inactive, or Archived, driven by Vault workflow states. |
| Created By | String | True |
Username or ID of the user who initially created the expense type record in the Vault system. |
| Created Date | Datetime | True |
Timestamp representing when the expense type record was first created in the Vault environment. |
| Last Modified By | String | True |
Username or ID of the user who most recently modified the record, used for audit tracking. |
| Last Modified Date | Datetime | True |
Timestamp indicating the most recent update to the expense type record. |
| Active | Bool | False |
Boolean flag indicating whether the expense type is currently active and eligible for use in transactions. |
| Expense Code | String | False |
Alphanumeric code representing the expense type, often used for financial categorization and reporting. |
| Expense Type Identifier | String | False |
Unique identifier used internally or externally to reference a specific expense type, distinct from the system ID. |
| External ID | String | False |
Custom external identifier provided by an integrated source system to maintain cross-system reference integrity. |
| Included In Speaker Cap | Bool | False |
Boolean flag indicating if expenses of this type should be counted toward speaker spending caps for compliance. |
| Meal Expense | Bool | False |
Boolean flag indicating whether this expense type represents a meal-related cost, used for categorization and policy enforcement. |
| Parent Expense Type | String | False |
Reference to the parent expense type, if this record is part of a hierarchical structure of expense categories. |
| Owner | String | False |
ID of the user or group responsible for managing or owning the expense type definition in the Vault system. |
| Legacy CRM Id | String | False |
Identifier carried over from a legacy Customer Relationship Management (CRM) system, retained for backward compatibility and data migration purposes. |
| Country | String | False |
Country code or name specifying the regional applicability of the expense type, supporting multi-country configurations. |
| Exclude From | String | False |
Comma-separated list of contexts, views, or processes from which this expense type should be excluded (for example, report_1, workflow_validation). |