Expense Report Policy

Internal ID: expensereportpolicy

Fields

Internal ID Type nlapiSubmitField Label Required Help
action select Action true Select how you want violations of this policy handled. You can choose to allow expense reports with overages to be submitted or require the overages to be adjusted to within the policy before the expense report can be submitted.
customer multiselect Customer false You can limit the application of this policy by one or more customers. Select the customers you want this policy to apply to. When an employee enters an expense, the policy applies to any expenses for the selected customers.
department multiselect Department false You can limit the application of this policy by one or more departments. Select the departments you want this policy to apply to. This policy applies when the department is selected on expense lines entered on expense reports.
description textarea Description false Enter a description of your expense report policy. This description displays in the list of policies.
enddate date End Date false Select the date you want this policy to end. If you want this policy to be applied indefinitely, leave this field blank.
expensecategory multiselect Expense Category true You can limit this policy to one or more expense categories. Select the expense categories you want this policy to apply to. This policy is applied when the expense category is selected on expense lines entered on an expense report.
externalid text External ID false
id integer Internal ID false
isbillable select Billable false
isinactive checkbox Inactive false Check this box to inactivate this expense report policy. Inactive policies are not applied to expense reports.
limittype select Limit Type true You can apply this policy to each individual expense report or to all the expense reports entered by each employee per day. If you select Per day, the policy limit applies to the accumulated total for each employee as they enter new expense reports. If you select Per individual expense report, the policy limit applies to each expense report as it is entered regardless of previously entered expense reports.
location multiselect Location false You can limit the application of this policy by one or more locations. Select the locations you want this policy to apply to. This policy applies to expenses when the location is selected for the expense line on expense reports.
maxamount currency2 Maximum Amount true This is the maximum amount of expenses allowed for this expense policy. Depending on the limit type, this amount applies either per expense report or per day by each employee.
name text Name true Enter a descriptive name for your policy. This name appears in a list of applicable policies when you click Show Policies on an expense report.
nowarningreqfieldincluded checkbox Do not warn if required fields are included false
requiresmemo checkbox Requires Memo false Check this box to require a memo for any expense lines affected by this policy.
requiresreceipt checkbox Requires Receipt false Check this box to require a receipt for any expense lines affected by this policy.
startdate date Start Date true Select the date you want this policy to begin to apply to expense reports. This date applies to newly created expense reports. For example, if you enter a date in the past, the policy is not automatically applied to entered expense reports.
subsidiary multiselect Subsidiary false

Sublists

notification - Overage Notification

Internal ID Type Label Required Help
entity select Entity false

Search Joins

Join ID Join Description Actual Join Name
department Department Department
expensecategory Expense Category Expense Category
location Location Location
subsidiary Subsidiary Subsidiary

Search Filters

Internal ID Type Label
action select Action
customer multiselect Customer
department multiselect Department
description textarea Description
enddate date End Date
expensecategory multiselect Expense Category
externalid select External ID
externalidstring text External ID (Text)
id select Internal ID
idnumber integer Internal ID (Number)
isbillable select Billable
isinactive checkbox Inactive
limittype select Limit Type
location multiselect Location
maxamount currency Maximum Amount
name text Name
nowarningreqfieldincluded checkbox Do not warn if required fields are included
requiresmemo checkbox Requires Memo
requiresreceipt checkbox Requires Receipt
startdate date Start Date
status select Status
subsidiary multiselect Subsidiary

Search Columns

Internal ID Type Label
action select Action
customer multiselect Customer
department multiselect Department
description textarea Description
enddate date End Date
expensecategory multiselect Expense Category
externalid select External ID
id select Internal ID
isbillable select Billable
isinactive checkbox Inactive
limittype select Limit Type
location multiselect Location
maxamount currency Maximum Amount
name text Name
nowarningreqfieldincluded checkbox Do not warn if required fields are included
requiresmemo checkbox Requires Memo
requiresreceipt checkbox Requires Receipt
startdate date Start Date
status select Status
subsidiary multiselect Subsidiary