Setting Up Expense Billing Codes

To set up expense billing codes, use the Expense Billing Code (EX_BILL_CD_TBL.GBL) component.

Page Name

Definition Name

Usage

Expense Billing Code pageExpense Billing Code

EX_BILL_CD_TBL

Create billing codes to identify expense items that are billable and charged to PeopleSoft Project Costing ChartFields. These items are then passed to PeopleSoft Project Costing and PeopleSoft Billing for processing.

Use the Expense Billing Code page (EX_BILL_CD_TBL) to create billing codes to identify expense items that are billable and charged to PeopleSoft Project Costing ChartFields.

These items are then passed to PeopleSoft Project Costing and PeopleSoft Billing for processing.

Navigation:

  • Set Up Financials/Supply Chain > Product Related > Expenses > Management > Expense Billing Code

  • Travel and Expense > Travel and Exp Admin Center > Define Expense System > Accounting Data > Expense Billing Code

Field or Control

Description

Default

Select to make this billing code a preset value on expense documents.

Billing Action

Options are:

Billable: Select to identify an expense that is chargeable to a client.

Internal: Select to charge an expense item to accounts that are within the organization.

Nonbillable: Select to identify a project-related expense that is not billable to anyone.

PeopleSoft Expenses delivers the values of Billable, Internal, and Nonbillable; however, you can add rows to designate more billing codes. Billing codes are effective-dated, so you can create more than one set of definitions that are to be used at predetermined times.