Expense_Report__c

Label: Expense Report

Like a paper expense report, this object groups together a number of different expenses and allows you to submit, approve, and ultimately charge them to a project or assignment. Expense reports are associated with a given resource and project, and may also be associated with an assignment or project milestone.

Field Name	Field Label	Created in Version	Description	Type	Default Value
Action_Check_Include_In_Financials__c	Action: Update Include In Financials	Pre-Spring 2018	Action checkbox that will update the Include in Financials checkbox asynchronously in order to avoid governor limits associated with native updates. This field is not intended for display. This is designed to support field updates in the approval process.	Checkbox	false
Admin_Global_Edit__c	Admin Global Edit	Pre-Spring 2018	If checked, allows Admin to make 'global' changes to the Expense Report, including edits to the ER's Project, Resource, Currency, or Date, even if Include In Financials is checked. Config requirement: Actuals Calculation Mode must be set to 'Scheduled'.	Checkbox	false
Approved__c	Approved	Pre-Spring 2018	This checkbox should be checked when the Expense Report is approved - typically by a workflow driven by the Status field.	Checkbox	false
Approver__c	Approver	Pre-Spring 2018	Looks up to: User	Lookup
Assignment__c	Assignment	Pre-Spring 2018	Looks up to: Assignment__c	Lookup
Audit_Notes_History__c	Audit Notes History	Pre-Spring 2018	Stores audit notes history. When a user changes a project or assignment on an expense report and the audit notes exceed 255 characters, older audit notes are moved and appended here.	LongTextArea(32768)
Audit_Notes__c	Audit Notes	Pre-Spring 2018		TextArea
Billable__c	Billable	Pre-Spring 2018		Checkbox	false
Billed__c	Lines Billed	Pre-Spring 2018		Checkbox	false
Description__c	Description	Pre-Spring 2018		TextArea
Disable_Approval_Auto_Submit__c	Disable Approval Auto Submit	Pre-Spring 2018	If checked, this should disable any PSA trigger-based automatic submit for approval for the Expense Report.	Checkbox	false
Exclude_from_Billing__c	Exclude from Billing	Pre-Spring 2018	If checked, will by default check the Exclude from Billing checkbox on child Expenses, which has the same effect as Billing Hold, but intended to reflect a permanent exclusion from Billing Generation.	Checkbox	false
Expense_Report_Reference__c	Expense Report Reference	Pre-Spring 2018		Text(255)
First_Expense_Date__c	First Expense Date	Pre-Spring 2018		Date
Include_In_Financials__c	Include In Financials	Pre-Spring 2018		Checkbox	false
Invoiced__c	Lines Invoiced	Pre-Spring 2018		Checkbox	false
Last_Expense_Date__c	Last Expense Date	Pre-Spring 2018		Date
Milestone__c	Milestone	Pre-Spring 2018	Looks up to: Milestone__c	Lookup
Override_Group__c	Override Group	Pre-Spring 2018	Overrides the Group to which the child Expense Transactions will roll up for Group Actuals, even if the Project is in a different Group. Typically an Expense's Transactions roll up to its Project's or Resource's Group based on 'follows' rules. Note that either way, the Transactions will continue to roll up to the same Project's Project Actuals. Looks up to: Grp__c	Lookup
Override_Practice__c	Override Practice	Pre-Spring 2018	Overrides the Practice to which the child Expense Transactions will roll up for Practice Actuals, even if the Project is in a different Practice. Typically an Expense's Transactions roll up to its Project's or Resource's Practice based on 'follows' rules. Note that either way, the Transactions will continue to roll up to the same Project's Project Actuals. Looks up to: Practice__c	Lookup
Override_Region__c	Override Region	Pre-Spring 2018	Overrides the Region to which the child Expense Transactions will roll up for Regional Actuals, even if the Project is in a different Region. Typically an Expense's Transactions roll up to its Project's or Resource's Region based on 'follows' rules. Note that either way, the Transactions will continue to roll up to the same Project's Project Actuals. Looks up to: Region__c	Lookup
Project_Expense_Notes__c	Project Expense Notes	Pre-Spring 2018	Formula: IF(ISNULL(Project__r.Expense_Notes__c),'',Project__r.Expense_Notes__c)	Text
Project_Methodology__c	Project Methodology	Pre-Spring 2018	Lookup to Project Methodology Looks up to: Project_Methodology__c	Lookup
Project_Phase__c	Project Phase	Pre-Spring 2018	Lookup to Project Phase Looks up to: Project_Phase__c	Lookup
Project__c	Project	Pre-Spring 2018	Looks up to: Proj__c	Lookup
Reimbursement_Currency__c	Reimbursement Currency	Pre-Spring 2018	This field shows the 3-character currency code for the Resource being reimbursed.	Text(3)
Resource__c	Resource	Pre-Spring 2018	Looks up to: Contact	Lookup
Status__c	Status	Pre-Spring 2018		Picklist: Approved Draft Rejected Submitted
Submitted__c	Submitted	Pre-Spring 2018		Checkbox	false
Third_Party_Expenses_App_Report_ID__c	Third-Party Expenses App Report ID	Spring 2019	The ID of the Expense Report from the Third-Party Expenses Application.	Text(255)
Total_Billable_Amount__c	Total Billable Amount	Pre-Spring 2018		Currency(18,2)	0.00
Total_Non_Billable_Amount__c	Total Non-Billable Amount	Pre-Spring 2018		Currency(18,2)	0.00
Total_Reimbursement_Amount__c	Total Reimbursement Amount	Pre-Spring 2018	This number shows the total reimbursement amount in the Resource's currency.	Number(18,2)	0.00