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 |
|