Expenses Field Reference

Use this reference when creating expense reports, adding entries, submitting approvals, or invoicing billable expenses.

Expense Report Fields

Field	Type	Notes
Title	Text	Required. Maximum 500 characters.
Custom fields	Custom fields	Depends on organization configuration.

Expense Report Status Values

• draft
• submitted
• approved
• rejected
• returned
• invoiced

Expense Entry Fields

Field	Type	Notes
Project	Project select	Optional.
Category	Expense category select	Optional.
Phase	Phase select	Optional.
Milestone	Milestone select	Optional.
Task	Task select	Optional.
Incurred date	Date	Required.
Amount	Decimal text	Required.
Currency	Currency code	Required 3-letter code.
Exchange rate	Decimal text	Optional.
Amount base	Decimal text	Optional.
Billable	Boolean	Defaults from category/settings when omitted.
Markup percent	Decimal text	Optional.
Description	Text	Optional, max 2000 characters.
Vendor	Text	Optional, max 255 characters.
Payment method	Select	Defaults to personal.

Expense Entry Status Values

• pending
• approved
• rejected

Payment Method Values

• personal
• company_card
• cash
• other

Expense Category Fields

Category fields include:

• Name.
• Billable default.
• Default markup percent.
• Active flag.

Approval Actions

Action	Required field
Submit expense report	Optional note and approver.
Approve expense report	Optional comment.
Reject expense report	Reason required.
Return expense report	Reason required.
Decide expense entry	Decision and optional note.

Expense Settings

Expense tracking can be configured against:

• project
• phase
• milestone
• task

Settings include expenses enabled, receipt requirements, approval enabled, approvers, billable expenses in cost, default markup, personal expenses allowed, numbering, default currency, and submission reminders.

Related Docs

• Expenses
• Approvals Field Reference
• Invoices Field Reference
• Financial Configuration