Expense Receipt — entity reference

A record meant to hold receipt details for one expense claim line: the uploaded file, values read from the receipt (merchant, date, amount, invoice number, GSTIN) and a duplicate hash. Expense receipts are in no app or menu and are not listed on the claim line, and nothing in the platform creates, fills or reads them: there is no receipt-reading (OCR) step, so OCR Status stays Pending unless someone edits it. The receipt that counts is the Receipt File Asset on the expense claim line itself. Policy evaluation checks that field, and duplicate detection compares the line's merchant, invoice number and amount.

Fields

Field	Label	Type	Required	What it does
`CreatedById`	Created By	Lookup → UserAccount	Yes
`CreatedDateTime`	Created Date	DateAndTime	Yes
`DuplicateHash`	Duplicate Hash	Text		Meant to fingerprint merchant, invoice number, amount and date. Nothing calculates or reads it; duplicate detection compares the claim lines' merchant, invoice number and amount directly.
`ExpenseClaimLineId`	Expense Claim Line	Lookup → ExpenseClaimLine		The expense claim line the receipt belongs to. Linking a receipt here does not attach it to the line for policy purposes: the receipt check reads the line's own Receipt File Asset.
`ExtractedAmount`	Extracted Amount	Currency		Amount as read from the receipt. Never filled automatically and not compared with the claim line's Amount.
`ExtractedDate`	Extracted Date	Date		Receipt date as read from the receipt. Never filled automatically and not compared with the claim line's Expense Date.
`ExtractedGSTIN`	Extracted GSTIN	Text		Supplier GSTIN as read from the receipt. Never filled automatically; input tax credit uses the GSTIN entered on the claim line.
`ExtractedInvoiceNumber`	Extracted Invoice Number	Text		Invoice number as read from the receipt. Never filled automatically and not compared with the claim line.
`ExtractedMerchant`	Extracted Merchant	Text		Merchant name as read from the receipt. Never filled automatically and not compared with the claim line.
`FileAssetId`	File Asset	Guid		Identifier of the uploaded receipt file. The seeded form shows it as a plain text box, not an upload control.
`Id`	Id	Guid	Yes
`ModifiedById`	Modified By	Lookup → UserAccount	Yes
`Name`	Document Number	Text		Document number, given from the Expense Receipt numbering series (default prefix ER) when the record is saved.
`OcrStatus`	OCR Status	Text		Where reading the receipt stands: Pending, Extracted, Failed or Manual. New records start as Pending. No process in the platform reads receipts or changes this value, so it only changes when someone edits it.
`OwnerId`	Owner	Lookup → UserAccount	Yes
`PartnerAccountId`	Partner Account	Lookup → Account		The company the record belongs to. The picker lists partner accounts only.
`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`

UserAccount — looks up via OwnerId
ExpenseClaimLine — looks up via ExpenseClaimLineId
UserAccount — looks up via CreatedById
UserAccount — looks up via ModifiedById
Account — looks up via PartnerAccountId

Expense Receipt — entity reference

Fields

Actions

Lookup filters

Related entities

Related topics