The expense spend taxonomy (Travel, Hotel, Meals, Fuel and similar) referenced by claim lines, card transactions and policy rules. Its policy-looking defaults (dailyLimit, monthlyLimit, receiptRequired, approvalRequired, gstEligibleDefault, isBillableDefault) are declarative master data - no posting or policy-engine code reads them; actual enforcement comes from ExpensePolicyRule thresholds. What IS enforced is deactivation: an inactive category raises a Block-severity violation at policy evaluation and the claim posting refuses to post lines that use one.
Fields
| Field | Label | Type | Required | What it does |
|---|
ApprovalRequired | Approval Required | Boolean | | |
Code | Code | Text | | |
CreatedById | Created By | Lookup → UserAccount | Yes | |
CreatedDateTime | Created Date | DateAndTime | Yes | |
DailyLimit | Daily Limit | Currency | | Declarative per-day cap for the category. No posting or policy-engine code reads it - enforceable caps must be configured as ExpensePolicyRule rows (CategoryLimit) with a threshold. |
DefaultGLAccountId | DefaultGL Account | Lookup → GLAccount | Yes | The expense GL account this category maps to for account determination. What actually posts is the line's own expenseGLAccountId - this default is where that value comes from when defaulting, not what posting reads. |
Description | Description | Text | | |
GLAccountName | Name | Text, unique | Yes | |
GstEligibleDefault | Gst Eligible Default | Boolean | | |
Id | Id | Guid | Yes | |
IsActive | Is Active | Boolean | | |
IsBillableDefault | Is Billable Default | Boolean | | |
IsReimbursable | Is Reimbursable | Boolean | | Marks whether spend in this category is meant to be paid back to employees (versus tracked-only spend). Informational master data; the posting path does not filter lines on it. |
ModifiedById | Modified By | Lookup → UserAccount | Yes | |
MonthlyLimit | Monthly Limit | Currency | | Declarative per-month cap for the category. Like dailyLimit it is not read by the policy engine or posting; use an ExpensePolicyRule for actual enforcement. |
Name | Name | Text | | |
OwnerId | Owner | Lookup → UserAccount | Yes | |
PartnerAccountId | Partner Account | Lookup → Account | | |
ReceiptRequired | Receipt Required | Boolean | | Declarative default only - the enforced receipt check is the ReceiptMandatoryAbove policy rule, which tests the claim line's receiptFileAssetId against the rule threshold; this flag itself is not read by the engine. |
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 ExpenseCategory. |
DeleteRecord | Delete | Delete | Delete |
Edit | Edit | Edit | Edit this ExpenseCategory. |
EditInLine | Edit | EditInline | EditInLine |
EditRecord | Edit | Edit | Edit |
New | New | New | Create a ExpenseCategory. |
Lookup filters
| Filter | Lookup field | Notes |
|---|
| PartnerAccountFilter | PartnerAccountId | |
