TransportechAI Docs
FinanceExpenses

Field Reference

Complete reference of all fields in the Expenses module.

This page provides a full reference of every field used across the Expenses module, including expense records, approval statuses, and category configuration.

Expense Record Fields

These fields appear when viewing or creating an expense entry.

FieldTypeDescriptionExample
IDTextUnique identifier for the expense recordexp_abc123
Employee / DriverTextThe person who incurred the expenseJohn Smith
CategoryTextThe expense category assigned to this recordFuel
AmountNumberExpense amount in AED150.00
DateDateThe date when the expense was incurred2025-01-15
DescriptionTextBrief explanation of what the expense covers"Fuel for vehicle ABC-1234"
StatusEnumCurrent approval status of the expensePending
ReceiptFileAttached receipt, invoice, or supporting documentreceipt.pdf
Created AtDateTimestamp when the expense record was created in the system2025-01-15 10:30
Approved ByTextThe user who approved the expense (shown only if approved)Admin User
Rejection ReasonTextReason provided by the approver (shown only if rejected)"Receipt missing"

Status Values

Each expense has one of the following statuses at any given time.

StatusDescription
PendingThe expense has been submitted and is awaiting review by an authorized approver.
ApprovedThe expense has been reviewed, approved, and recorded in financial reports.
RejectedThe expense has been reviewed and rejected. A rejection reason is provided. The submitter may edit and resubmit.

For details on how statuses transition, see Approval Workflow.

Category Fields

These fields are used when managing expense categories.

FieldTypeDescription
NameTextThe display name of the category (e.g., "Fuel", "Maintenance")
DescriptionTextAn optional explanation of what types of expenses belong in this category
StatusEnumWhether the category is Active (available for new expenses) or Inactive (hidden from the dropdown but retained for existing records)

List View Columns

The main Expense List table displays the following columns.

ColumnSource FieldDescription
DateDateWhen the expense was incurred
Employee / DriverEmployee / DriverName of the person associated with the expense
CategoryCategoryThe assigned expense category
Amount (AED)AmountThe expense amount, formatted in AED
DescriptionDescriptionBrief text describing the expense purpose
StatusStatusA color-coded badge showing Pending, Approved, or Rejected

Summary Fields (History View)

When viewing expense history for a specific employee or driver, summary cards display aggregated data.

Summary FieldTypeDescription
Total ExpensesNumberSum of all expense amounts for the selected person and period
Approved AmountNumberSum of expenses with Approved status
Pending AmountNumberSum of expenses with Pending status

Notes

All monetary values in the Expenses module are displayed in AED (United Arab Emirates Dirham). Amounts are stored with two decimal places of precision.

The "Approved By" and "Rejection Reason" fields only appear after an expense has been processed through the approval workflow. They are not visible on newly created (Pending) expenses.