Expense Limits and Rates Fields

Here is a description of the fields on an expense limitMaximum amount for an expense type on an expense line. or expense rateUsed on expenses with types such as mileages to calculate the expense amount..

Key: * – Mandatory.

Field		Description
Active		Indicates whether the expense limit or rate is in use.
Amount		Amount of the limit or rate.
Cascading		Indicates whether the expense limit or rate is to be applied to child regions, practices, projects or groups.
Currency Effective Date	*	Date to use for the exchange rate when converting the currency on the expense limit or rate.
Description		Description of the expense limit or rate.
End Date		The date on which the expense limit or rate ends.
Region/Practice/Project/Group		The regionA level of hierarchy used in PSA to which other objects belong such as resources, opportunities and projects./practiceA level of hierarchy used in PSA to which other objects belong such as resources, opportunities and projects./projectA collection of activities and related items to be managed over a defined time range, such as timecards, expenses, milestones and budgets./groupA level of hierarchy used in PSA to which other objects belong such as resources, opportunities and projects. to apply the expense rate or limit to.
Rate		Indicates whether the record is a rate or a limit.
Rate Unit		Unit of measurement to use for an expense rate.
Resource Role		The resource role to apply the expense limit or rate to.
Start Date		The date on which the expense limit or rate starts.
Type		Expense type to which the expense limit or rate is to be applied to. Note If you want more than one auto mileage expense rate, you must add additional picklist values to the Type field in the Expense Limit / Rate and Expense objects. The picklist values that you enter must be exactly the same in both objects.

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