Receipt metadata for an ExpenseClaimLine - the binary itself is a FileAsset in blob storage. Holds the OCR-extract fields (merchant, date, amount, invoice number, GSTIN) and a duplicate hash of merchant + invoice + amount + date. The OCR connector that fills the extract fields is not built, so ocrStatus stays Pending unless an external process or a person (Manual) populates them. Note the policy engine's receipt-required check looks at ExpenseClaimLine.receiptFileAssetId, not at this entity.
Fields
| Field | Label | Type | Required | What it does |
|---|
CreatedById | Created By | Lookup → UserAccount | Yes | |
CreatedDateTime | Created Date | DateAndTime | Yes | |
DuplicateHash | Duplicate Hash | Text | | Hash of merchant + invoice + amount + date intended for receipt-level duplicate detection. Note the policy engine's DuplicateDetection rule compares the claim-line fields directly rather than this hash. |
ExpenseClaimLineId | Expense Claim Line | Lookup → ExpenseClaimLine | | |
ExtractedAmount | Extracted Amount | Currency | | |
ExtractedDate | Extracted Date | Date | | |
ExtractedGSTIN | Extracted GSTIN | Text | | |
ExtractedInvoiceNumber | Extracted Invoice Number | Text | | |
ExtractedMerchant | Extracted Merchant | Text | | |
FileAssetId | File Asset | Guid | | |
Id | Id | Guid | Yes | |
ModifiedById | Modified By | Lookup → UserAccount | Yes | |
Name | Document Number | Text | | |
OcrStatus | OCR Status | Text | | Extraction pipeline state: Pending, Extracted, Failed, Manual. The OCR connector that would populate the extracted fields is not built, so rows stay Pending unless filled externally or by hand. |
OwnerId | Owner | Lookup → UserAccount | Yes | |
PartnerAccountId | Partner Account | Lookup → Account | | |
RecordTypeId | Record Type | Guid, hidden | | |
UIProps | UI Props | Text | | |
UpdatedDateTime | Modified Date | 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 ExpenseReceipt. |
DeleteRecord | Delete | Delete | Delete |
Edit | Edit | Edit | Edit this ExpenseReceipt. |
EditInLine | Edit | EditInline | EditInLine |
EditRecord | Edit | Edit | Edit |
New | New | New | Create a ExpenseReceipt. |
View | View | View | View this ExpenseReceipt. |
Lookup filters
| Filter | Lookup field | Notes |
|---|
| PartnerAccountFilter | PartnerAccountId | |
