Expense Claim Line — entity reference

One expense on an expense claim: category, date, amount and GST, merchant and invoice details, payment mode, receipt, cost allocation, the Expense GL Account it posts to, and rebilling fields. When the claim posts, each line with an Expense GL Account and a non-zero amount is debited for its allowed amount: amount plus tax, reduced by the lower of the Disallowed Amount ceiling and the Approved Amount. Lines without an Expense GL Account are skipped. Lines are added from the claim's Lines tab through one of two standard entry forms: a quick-add form with the Expense GL Account, or a full form without it.

Fields

Field	Label	Type	Required	What it does
`Amount`	Amount	Currency		The expense amount before tax. A line whose amount plus tax is zero is not posted.
`ApprovedAmount`	Approved Amount	Currency		Optional reduced amount a reviewer allows for the line, before tax. When set, posting uses the lower of this and the policy-allowed amount, with tax reduced in proportion; a value above Amount counts as Amount. The system never fills it.
`BillingStatus`	Billing Status	Text		Rebilling progress: PendingBilling after Compute Recharge on the claim, Billed after Link Recharge Invoice.
`BlockedCreditReason`	Blocked Credit Reason	Text		Free-text reason the line's input credit is blocked. Recorded only; posting and the GST returns do not read it.
`BranchId`	Branch	Lookup → Branch		The branch the line's expense posts under, overriding the claim's branch. When left empty, it is filled from the Expense GL Account's default branch as the account is chosen.
`Cess`	Cess	Currency		Cess part of the line's GST. On an ITC-eligible line it sets the Cess share of the input-tax record written at posting.
`Cgst`	Cgst	Currency		CGST part of the line's GST. On an ITC-eligible line it sets the CGST share of the input-tax record written at posting; posting itself uses Tax Amount.
`CostCenterId`	Cost Center	Lookup → CostCenter		The cost center of the line's expense posting. When empty, the claim's cost center is used.
`CreatedById`	Created By	Lookup → UserAccount	Yes
`CreatedDateTime`	Created On	DateAndTime	Yes
`CustomerAccountId`	Customer Account	Lookup → Account		The customer the line is rebilled to. Compute Recharge only picks up lines that are billable and have a customer.
`Description`	Description	Text		What the expense was; used as the narration of the line's journal entry.
`DisallowedAmount`	Disallowed Amount	Currency		The part of the line, tax included, that will not be posted or reimbursed. Auto-disallow policy rules write the excess over the cap here; it is recalculated on every Evaluate Policy run.
`DuplicateFlag`	Duplicate Flag	Boolean		Ticked by the duplicate-detection rule when another line on this claim, or on any other claim of the same claimant, has the same merchant name, invoice number and amount. A line with neither merchant name nor invoice number is never flagged.
`ExpenseCategoryId`	Expense Category	Lookup → ExpenseCategory		The kind of spend. Policy rules can target a category. A deactivated category is reported by Evaluate Policy and stops the claim from posting.
`ExpenseClaimId`	Expense Claim	Lookup → ExpenseClaim		The claim the line belongs to. Filled in when the line is added from the claim's Lines tab.
`ExpenseDate`	Expense Date	Date		The date of the expense. The late-submission rule measures from it, falling back to the claim date.
`ExpenseGLAccountId`	Expense GL Account	Lookup → GLAccount		The expense account the line is debited to. It is not filled in from the category, and a line without it is left out of posting. In the standard layouts it appears on the quick-add line form only.
`GLAccountName`	Name	Text, unique	Yes	Not stored.
`HsnSacCode`	Hsn Sac Code	Text		The bill's HSN or SAC code. Carried onto the input-tax record of an ITC-eligible line when the claim posts.
`Id`	Id	Guid	Yes
`Igst`	Igst	Currency		IGST part of the line's GST. On an ITC-eligible line it sets the IGST share of the input-tax record written at posting. When no component is entered, the whole Tax Amount is recorded as IGST.
`InvoiceDate`	Invoice Date	Date		The date on the bill. Recorded only; the late-submission rule uses Expense Date instead.
`InvoiceNumber`	Invoice Number	Text		The bill's invoice number. Used with merchant name and amount to detect duplicates, so enter it exactly.
`IsBillableToCustomer`	Is Billable To Customer	Boolean		Marks the line for rebilling to a customer. Compute Recharge picks up only lines with this ticked and a Customer Account.
`ItcCategory`	Itc Category	Text		Free-text input-credit class of the line's GST, for example Input, InputService, CapitalGoods or ImportIgst. Recorded only.
`ItcEligible`	Itc Eligible	Boolean		When ticked and the line has tax, the allowed tax is posted to the Tax Credit (input GST) account instead of the expense account. Posting fails if the company has no Tax Credit control account. The input-tax records written for these lines carry no company GSTIN, so the GSTR-3B and GSTR-9 figures do not include them.
`LineNumber`	Line Number	Number		The line's position on the claim. Posting books the lines in this order.
`LineStatus`	Line Status	Text		A free-text per-line review field. Not set or read by the system.
`MarkupPercent`	Markup Percent	Currency		Rebilling markup. Compute Recharge reports the recharge amount as amount plus tax, increased by this percentage.
`MerchantName`	Merchant Name	Text		Who was paid. Used with invoice number and amount to detect duplicates. In the standard layouts it is on the full entry form only.
`ModifiedById`	Modified By	Lookup → UserAccount	Yes
`Name`	Name	Text		The line's identifier, assigned automatically on save from a line name setting; a typed value is replaced. Two active settings ship (series ECL and EXPCL) and only one is applied.
`OwnerId`	Owner	Lookup → UserAccount	Yes
`PartnerAccountId`	Partner Account	Lookup → Account		The company. Shown on the line record page only; posting uses the claim's company.
`PaymentMode`	Payment Mode	Text		Free text describing how the employee paid. Recorded for reference; it does not change posting.
`PlaceOfSupply`	Place Of Supply	Text		The place of supply on the bill. Recorded only; not passed to the input-tax record.
`PolicyViolationFlag`	Policy Violation Flag	Boolean		Ticked when Evaluate Policy records a violation on this line.
`ProjectId`	Project	Lookup → Project		The project the expense belongs to. Not posted and not copied from the claim; Compute Recharge groups billable cost by the line's customer and project.
`ReceiptFileAssetId`	Receipt File Asset	Lookup		The receipt file chosen for the line. The receipt-threshold policy rule reports any line above the threshold with this empty. Files added through the quick-add form's attachment area do not fill it.
`RechargeInvoiceId`	Recharge Invoice	Lookup → Invoice		The customer invoice the rebilled line was linked to by Link Recharge Invoice.
`RecordTypeId`	Record Type	Guid, hidden
`Sgst`	Sgst	Currency		SGST part of the line's GST. On an ITC-eligible line it sets the SGST share of the input-tax record written at posting.
`SupplierGstin`	Supplier GSTIN	Text		The supplier's GSTIN from the bill. Recorded only; it is not checked and not passed to the input-tax record.
`TaxAmount`	Tax Amount	Currency		GST on the line; this is the tax amount that posts. The CGST, SGST, IGST and Cess fields record the split for tax reporting.
`TaxInvoiceAvailable`	Tax Invoice Available	Boolean		Whether a proper tax invoice is held. Recorded only; input credit is not refused when it is clear.
`TdsApplicable`	Tds Applicable	Boolean		Whether TDS applies to the expense. Recorded only; no TDS is computed or deducted from claim lines.
`UIProps`	UI Props	Text
`UpdatedDateTime`	Updated On	DateAndTime	Yes

Actions

Action	Label	Type	What it does
`BulkDelete`	Delete	Delete	Delete the selected records.
`Clone`	Clone	ServerAction (`Clone`)	Create a copy of this record
`Delete`	Delete	Delete	Delete this ExpenseClaimLine.
`DeleteRecord`	Delete	Delete	Delete
`Edit`	Edit	Edit	Edit this ExpenseClaimLine.
`EditInLine`	Edit	EditInline	EditInLine
`EditRecord`	Edit	Edit	Edit
`New`	New	New	Create a ExpenseClaimLine.
`NewInLine`	New	NewInline	New
`View`	View	View	View this ExpenseClaimLine.

UserAccount — looks up via OwnerId
UserAccount — looks up via CreatedById
Branch — looks up via BranchId
GLAccount — looks up via ExpenseGLAccountId
CostCenter — looks up via CostCenterId
Invoice — looks up via RechargeInvoiceId
ExpenseCategory — looks up via ExpenseCategoryId
Account — looks up via CustomerAccountId
UserAccount — looks up via ModifiedById
Account — looks up via PartnerAccountId
Project — looks up via ProjectId
ExpenseClaim — looks up via ExpenseClaimId
CompanyCardTransaction — referenced by via ExpenseClaimLineId
ExpenseReceipt — referenced by via ExpenseClaimLineId
ExpensePolicyViolation — referenced by via ExpenseClaimLineId

Expense Claim Line — entity reference

Fields

Actions

Related entities

Related topics