• Last edited on: 03 February 2019

Expense Category Import

The Expense Category loader uses only a single set of header columns.

Column Name Description Req'd Unique Type Allowable Values
Name Expense Category Name TRUE TRUE string(255) any
Active Value of Yes or No if the category is usable or selectable TRUE FALSE boolean true, false
Content Groups Expense Policy Content Group Names FALSE FALSE any
Limit Amount Expense Policy Limit Amount FALSE FALSE any
Currency Expense Policy Currency Code (3 Characters) FALSE FALSE any
Show Frugal Meter Determine if the Coupa Frugal Meter should be shown FALSE FALSE boolean any
Requires Receipt Does the Expense Policy Require a Receipt FALSE FALSE boolean any
Summary Expense Policy Summary FALSE FALSE any
Text Expense Policy Text FALSE FALSE any
Attendee Tracking Enabled Enable attendee tracking for category FALSE FALSE boolean any
Exclude User as Attendee User will not be able to add themselves as an attendee for this category FALSE FALSE boolean any
Attendee Types List of allowed attendee types, separated by comma ',' FALSE FALSE any

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