Automatic expense line creation

IT Service Management > Expense Line >

You can automatically create expense lines to facilitate the accurate reporting of expenses.

If enabled, the following processes generate expense lines automatically. Active CI rate cards are processed monthly to generate expense lines for each CI in the rate card. If a CI relationship is changed, existing expense lines are not affected. Changes are reflected in the next scheduled expense line. Active distribution costs are processed monthly to generate expense lines based on distribution rule targets. Closed tasks on task rate cards are processed to generate expense lines.

Expense lines can also be imported from external systems or generated from scripts. To generate an expense from a server-side script, use the ExpenseLine API.

Parent Topic: Expense lines and expense allocations

Related tasks Create an allocation rule Create expense lines manually Delete an expense line Create a sample allocation rule Use a scripted allocation

Related topics Create or edit a CI relationship