Expense line form

reference brazil Updated Sep 10, 2026 1 min read expense-line-form.md

Learn about the fields of expense line form.

Field	Description
Number	Auto generated number.
Amount	Select a currency type and enter the expense cost.
Date	Date of the expense generated.
Process date	Date on which the expense line was processed.
Source ID	Record that generated the associated cost.
State	State of the expense line. The state can be Pending or Processed. The cost roll-up happens only if the expense line is processed.
Cost plan	Name of the cost plan against which you want to create the expense line.
Summary type	Select the category you want to group the expense under.
Cost type	Select the cost type.
Expense type	Select Capex for a capital expense or Opex for an operating expense.
Short description	Enter a short description of the expense type.
Sources	Select the records for the sources of the expense line. These sources include:- Assets Fixed assets Contracts Users Configuration items Tasks Cost centers

**Parent Topic:**[Form field information for Project Management](https://raw.githubusercontent.com/ServiceNow/ServiceNowDocs/brazil/markdown/it-business-management/project-management/form-field-information-for-project-management.md)

Related topics

Create an expense line

137 lines · 2.6 KB Wrap lines

---
title: Expense line form
description: Learn about the fields of expense line form.
locale: en-US
canonical_url: https://www.servicenow.com/docs/r/it-business-management/project-management/expense-line-form.html
release: brazil
product: Project Management
classification: project-management
topic_type: reference
last_updated: "2026-09-10"
reading_time_minutes: 1
breadcrumb: [Form field information for Project Management, Project Management reference, Project Management, Project Portfolio Management, Strategic Portfolio Management]
---

# Expense line form

Learn about the fields of expense line form.

<table id="table_mb3_rfw_1r"><thead><tr><th>

Field

</th><th>

Description

</th></tr></thead><tbody><tr><td>

Number

</td><td>

Auto generated number.

</td></tr><tr><td>

Amount

</td><td>

Select a currency type and enter the expense cost.

</td></tr><tr><td>

Date

</td><td>

Date of the expense generated.

</td></tr><tr><td>

Process date

</td><td>

Date on which the expense line was processed.

</td></tr><tr><td>

Source ID

</td><td>

Record that generated the associated cost.

</td></tr><tr><td>

State

</td><td>

State of the expense line. The state can be Pending or Processed. The cost roll-up happens only if the expense line is processed.

</td></tr><tr><td>

Cost plan

</td><td>

Name of the cost plan against which you want to create the expense line.

</td></tr><tr><td>

Summary type

</td><td>

Select the category you want to group the expense under.

</td></tr><tr><td>

Cost type

</td><td>

Select the [cost type](https://raw.githubusercontent.com/ServiceNow/ServiceNowDocs/brazil/markdown/it-business-management/project-management/t_CreateAResourceTypeDefinition.md).

</td></tr><tr><td>

Expense type

</td><td>

Select **Capex** for a capital expense or **Opex** for an operating expense.

</td></tr><tr><td>

Short description

</td><td>

Enter a short description of the expense type.

</td></tr><tr><td>

Sources

</td><td>

Select the records for the sources of the expense line. These sources include:-   **Assets**
-   **Fixed assets**
-   **Contracts**
-   **Users**
-   **Configuration items**
-   **Tasks**
-   **Cost centers**

</td></tr></tbody>
</table>**Parent Topic:**[Form field information for Project Management](https://raw.githubusercontent.com/ServiceNow/ServiceNowDocs/brazil/markdown/it-business-management/project-management/form-field-information-for-project-management.md)

**Related topics**  


[Create an expense line](https://raw.githubusercontent.com/ServiceNow/ServiceNowDocs/brazil/markdown/it-business-management/project-management/t_CreateAExpenseLine.md)