Automatic expense line creation

concept brazil Updated Sep 10, 2026 1 min read c_CreateExpenseLinesAutomatically.md
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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 topics

Create an allocation rule

Create expense lines manually

Delete an expense line

Create a sample allocation rule

Use a scripted allocation

Create or edit a CI relationship

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