Title

Description

Expense Type Code

Required. A unique code for the expense type being defined in this document.

Expense Type Name

Required. A long description of the expense type.

Group Travel

Indicates whether this expense type object code applies to group travel. If this box is checked, rules pertaining to group travel will be invoked.

Expense Detail Required

Indicates whether or not detail lines must be added in addition to the summary lines. If this box is checked, the detail tab will open when an expense summary line is added and must be completed before the document can be submitted.

Prepaid Expense Indicator

Indicates whether or not this expense type is a prepaid expense type. If this box is checked, the expense will not be reimbursable.

Hosted Meal Indicator

Indicates whether or not this expense is a hosted meal. If this box is checked, rules pertaining to hosted meals will be invoked.

Expense Type Meta Category

If the business rules associated with different kinds of travel expenses need to be invoked, such as meals cannot be claimed for the same day in both the Per Diem tab and the Expenses tab, select the appropriate value from the list.

     Meta Categories are hard coded values that identify expenses that have special. Adding new meta categories requires coding. The Meta Categories represent traditional travel expenses, such as Airfare, Rental Car, Breakfast, Lunch, Dinner, etc.

Default for Metacategory

This field identifies which expense is the default when there are multiple expense types that use the same Meta Category. For example, Airfare, Group Airfare and Prepaid Airfare all have Meta Category Airfare, but only one can be the default metacategory.

If this field is checked, the imported expense process will use the expense type that is marked as the default metacategory to determine which expense type object code to use.

Active

Required. Indicates whether this Expense Type record is active (checked) or inactive (unchecked).