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 |