A named set of expense rules (child ExpensePolicyRule rows) evaluated against a claim by the policy engine. A policy applies when it is active, its effectiveFrom/effectiveTo window covers the claim date, and its gradeId is either empty (all grades) or matches the claimant Resource's grade.
Fields
| Field | Label | Type | Required | What it does |
|---|
CreatedById | Created By | Lookup → UserAccount | Yes | |
CreatedDateTime | Created Date | DateAndTime | Yes | |
Description | Description | Text | | |
EffectiveFrom | Effective From | Date | | Start of the policy's validity window, compared against the claim date (not today) during evaluation; a policy outside its effectiveFrom/effectiveTo window contributes no rules. |
EffectiveTo | Effective To | Date | | |
GLAccountName | Name | Text, unique | Yes | |
GradeId | Grade | Lookup → Grade | Yes | Optional grade scope: when set, the policy's rules only evaluate for claimants whose Resource carries this grade; empty means the policy applies to all employees. |
Id | Id | Guid | Yes | |
IsActive | Is Active | Boolean | | |
ModifiedById | Modified By | Lookup → UserAccount | Yes | |
Name | Name | Text | | |
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 ExpensePolicy. |
DeleteRecord | Delete | Delete | Delete |
Edit | Edit | Edit | Edit this ExpensePolicy. |
EditInLine | Edit | EditInline | EditInLine |
EditRecord | Edit | Edit | Edit |
New | New | New | Create a ExpensePolicy. |
Lookup filters
| Filter | Lookup field | Notes |
|---|
| PartnerAccountFilter | PartnerAccountId | |
