Data entities - Expense management

This article provides a list of the data entities that are available for Expense management.

Available data entities

33.1.001 EM - Cash advance, Expense entry, and statistics

When you import the Delegate data entity, make sure that the Users data entity had been imported into the system.

Suggested sequence Entity name Area Entity type Dependency Comments
1 Cash advance accounts Cash advance, Expense entry and statistics Setup Currency, Chart of accounts Accounts that are dedicated to cash advances for your organization.
2 Expense payment method Cash advance, Expense entry and statistics Setup Chart of accounts, Bank accounts, Shared category Methods of payment for expense transactions.
3 Statistics groups Cash advance, Expense entry and statistics Setup None Used to gather statistics when you evaluate expenses that are incurred in your organization.
4 Expense category Cash advance, Expense entry and statistics Setup Expense payment method, Chart of accounts, Project category Categories that can be used on expense reports.
5 Shared expense subcategory Cash advance, Expense entry and statistics Setup Shared categories, Expense categories Subcategories from shared expense categories that can be used on expense reports.
6 Expense subcategory Cash advance, Expense entry and statistics Setup Expense category, Project category Subcategories for expenses.
7 Credit card category codes Cash advance, Expense entry and statistics Setup Expense category Define relations between the categories that are used for credit card expense transactions and the categories that you’ve defined.
8 Delegate Cash advance, Expense entry and statistics Setup Workers Set up other users as delegates who can create and submit expense reports, travel requisitions, and credit card disputes on your behalf.
9 Display fields Cash advance, Expense entry and statistics Setup None Fields that appear in the header section and line item section of expense reports. You can also select the fields that appear but remain read-only.
10 Expense credit card type Cash advance, Expense entry and statistics Setup None The types of cards that your business accepts, such as debit cards, credit cards, loyalty cards, and corporate cards.

33.1.002 - EM Additional setup

Suggested sequence Entity name Area Entity type Dependency Comments
11 Expense purpose for transactions Additional setup Setup None Describes the business purpose of the expense.
12 Expense purposes Additional setup Setup None Add a level of information to expense types.
13 Expense tax recovery configuration Additional setup Setup Global address book, Sales tax group Process expenses that are eligible for value-added tax (VAT) recovery.
14 Group of employees for project expense policy purposes Additional setup Setup None Policies that employees must follow when they submit expense reports
15 Travel locations Additional setup Setup None Set up travel locations and destinations for employee travel.

33.1.003 - Merchant

Suggested sequence Entity name Area Entity type Dependency Comments
16 Merchant Merchant Setup None A list of merchants that employees can select when they enter line item expenses on an expense report.

33.1.004 - Mileage rate tiers

Suggested sequence Entity name Area Entity type Dependency Comments
17 Mileage rate tiers Mileage rate tiers Setup None Mileage rates for employee travel.

33.1.005 - Expense parameters

Suggested sequence Entity name Area Entity type Dependency Comments
18 Expense management parameters Expense parameters Setup Ledger journal, Chart of accounts, Bar code setup Set up default information, rates, and calculations for Travel and expense.

33.1.006 - Signing limit

Suggested sequence Entity name Area Entity type Dependency Comments
19 Signing limit agreement Signing limit Setup None Agreements that employees are required to read and accept before they can be granted a signing limit authorization
20 Signing limit policy parameters Signing limit Setup None A parameter where signing limits are based on either the employee’s job or the employee’s compensation level
21 Signing limit revocation reason code Signing limit Setup None Reasons that are used when signing limits are revoked

33.1.007 - Per Diem

Suggested sequence Entity name Area Entity type Dependency Comments
22 Per diem locations Per Diem Setup None The locations where employees can use their per diem allowances while they conduct business for your organization.
23 Per diems Per Diem Setup Location, Currency Set up per diem minimums and maximums, and the associated categories.
24 Per diem rate tiers Per Diem Setup None The allowance that the organization provides to a worker who incurs expenses for business purposes.

33.1.008 - Project expense policy

Suggested sequence Entity name Area Entity type Dependency Comments
25 Project expense policies Project expense policy Setup Customer, Project contract, Project ID, Project expense policy worker group, Global address book, Expense category, Currency Set up expense policies for one or more workers in your organization.
26 Project expense policy worker groups Project expense policy Setup Workers Specify a group of workers that a project expense policy can be applied to.

33.1.009 - Employee credit cards

Suggested sequence Entity name Area Entity type Dependency Comments
27 Employee credit cards Employee credit cards Setup None Credit card information that is used by employees.

33.8.001 - Credit card transactions

Suggested sequence Entity name Area Entity type Dependency Comments
28 Credit card transactions Credit card transactions Transactional Various Expense management transactions.

See also

Data entities and packages framework

Data entities