Expense Category-Specific Fields

An expense category is a broad application-defined expense classification, such as Accommodations, Airfare, Car Rental, Meals, and Entertainment. Each expense category has fields associated with it, known as category-specific fields. For example, Accommodations is an expense category that has the following category-specific fields:

Merchant Name and Checkout Date. Similarly, the Entertainment expense category has the category-specific field of Merchant Name. You can capture additional expense information for each expense category by optionally enabling the category specific fields provided with the application. The category-specific fields are visible in the expense report based on the display action you set. You can set the display action for each category-specific field as follows:

• Hidden: the field isn't displayed.

• Required: the field is displayed for each expense item in the expense category and the user is required to enter data.

• Optional: the field is displayed for each expense item in the expense category, but the user isn't required to enter data.

You can enable the display action for the category-specific fields in each expense category by business unit. The fields you enable display for all expense reports for the selected business unit.