Expense Category Import

Expense Category

Field NameRequired FieldUnique?Field TypeField DescriptionPossible Values
Name*YesYesstring(255)Expense Category Name
Key*YesNoExpense Category Key
GroupNoNostring(255)Group of Expense Category
Active*YesNobooleanSpecifies whether the category is usable or selectabletrue, false
Attendee Tracking EnabledNoNobooleanEnable attendee tracking for category
Exclude User as AttendeeNoNoUser will not be able to add themselves as an attendee for this category
Attendee TypesNoNoList of allowed attendee types, separated by comma ','
TypeNoNostring(255)Type of Expense Category
CurrencyNoNoExpense Policy Currency Code (3 Characters)
Content GroupsNoNoExpense Policy Content Group Names
Limit AmountNoNoExpense Policy Limit Amount
Show Frugal MeterNoNoDetermine if the Coupa Frugal Meter should be shown
Requires ReceiptNoNoDoes the Expense Policy Require a Receipt
SummaryNoNoExpense Policy Summary
TextNoNoExpense Policy Text
Distance UnitNoNoDistance Unit in (Km / Mi)
Require AddressNoNoDetermine if Address fields should be shown
Show MapNoNoDetermine if Google map should be shown
Simple Fixed Rate EnabledNoNoDetermine if mileage category type is Fixed Rate
Simple Fixed Rate AmountNoNoRate to be applied for Fixed Rate Mileage Category
Simple Fixed Rate CurrencyNoNoRate currency
CountryNoNoHome Country for Advanced Mileage
Vehicle Type Rule EnabledNoNoDetermine if Vehicle Type should be shown
Vehicle Type PromptNoNoPrompt for Vehicle Type
Region Rule EnabledNoNoDetermine if Region should be shown
Region PromptNoNoPrompt for Region
Passenger Count Rule EnabledNoNoDetermine if Passenger Count should be shown
Passenger Count PromptNoNoPrompt for Passenger Count
Mileage Accumulation Rule EnabledNoNoDetermine if Mileage should be accumulated
Accumulation Period Start Day MonthNoNoPeriod Start Day Month for accumulation cycle
Base RateNoNoBase Rate
Rate 2NoNoRate 2
Rate 3NoNoRate 3
Rate 4NoNoRate 4
Rate 5NoNoRate 5