The Expense Data Source and related Views

Approval Alternate Group Manager

Field Name	Description	Type
Approval Alternate Group Manager First Name	This is the alternate approval group manager first name.
Approval Alternate Group Manager ID	This is the alternate approval group manager ID.
Approval Alternate Group Manager Last Name	This is the alternate approval group manager last name.

Approval Group Manager

Field Name	Description	Type
Approval Group Manager First Name	This is the approval group manager first name.
Approval Group Manager ID	This is the approval group manager ID.
Approval Group Manager Last Name	This is the approval group manager last name.

Base Currency

Field Name	Description	Type
Base Currency Code	This is the base currency code.
Base Currency Description	This is the base currency description.
Base Currency Symbol	This is the base currency symbol.

Client

Field Name	Description	Type
Client	This is the name of the client.
Client Account Executive First Name	This is the last name of the client's account executive.
Client Account Executive Last Name	This is the last name of the client's account executive.
Client Address Line 1	This is the first line of the client's address.
Client Address Line 2	This is the second line of the client's address.
Client Annual Revenue	This is the annual revenue of the client (as defined on the CRM tab of Client Edit).
Client City	This is the client's city.
Client Company	This is the company of the client.
Client Company Type	This is the company type of the client (as defined on the CRM tab of Client Edit).
Client Country	This is the country of the client.
Client Country Code	This is the country code of the client.
Client Default Workflow	This is the name of the client default workflow.
Client Default Workflow Is Specified	This defines whether a client default workflow is specified or not (yes/no).
Client Department	This is the department of the client.
Client Description	This is the description of the client.
Client Division	This is the division of the client.
Client Email	This is the email address of the client.
Client Employees	This is the number of employees of the client (as defined on the CRM tab of Client Edit).
Client Exchange Rate	This identifies which exchange change should be used for invoicing (e.g. entry date, invoice start date, invoice end date).
Client Fax	This is the fax number of the client.
Client Fiscal End Date	This is the fiscal end date of the client (as defined on the CRM tab of Client Edit).
Client Id	This is the Id of the client.
Client Industry	This is the industry of the client (as defined on the CRM tab of Client Edit).
Client Invoice Issuer Contact First Name	This is the first name of the invoice issuer contact of the client.
Client Invoice Issuer Contact Last Name	This is the last name of the invoice issuer contact of the client.
Client Invoice Report Template	This is the name of the client invoice report template.
Client Invoice To The Attn Of First Name	This is the first name of the client contact in the To the Attention of field.
Client Invoice To The Attn Of Last Name	This is the last name of the client contact in the To the Attention of field.
Client Ownership	This is the ownership of the client (as defined on the CRM tab of Client Edit).
Client Payment Term	This is the payment term for the client.
Client Phone	This is the phone number of the client.
Client Purchase	This is the purchase status of the client (as defined on the CRM tab of Client Edit).
Client Rating	This is the rating of the client (as defined on the CRM tab of Client Edit).
Client Reference Customer	This is the reference customer of the client (as defined on the CRM tab of Client Edit).
Client Referred By	This is the user who referred the client (as defined on the CRM tab of Client Edit).
Client Sic Code	This is the SIC code of the client (as defined on the CRM tab of Client Edit).
Client State Province	This is the state or province of the client.
Client State Province Code	This is the state or province code of the client
Client Status	This is the status of the client (as defined on the CRM tab of Client Edit).
Client Status Comment	This is the status comment of the client (as defined on the CRM tab of Client Edit).
Client Tax Group	This is the tax group of the client.
Client Ticker Symbol	This is the ticker symbol of the client (as defined on the CRM tab of Client Edit).
Client Type	This is the type of the client.
Client Web Site	This is the web site of the client (as defined on the CRM tab of Client Edit).
Client Zip Postal Code	This is the zip or postal code of the client.

Version note: Available as of Tenrox 2019 R1 SP4: Client Default Workflow, Client Default Workflow is specified and Client Invoice Report Template Fields.

Client Currency

Field Name	Description	Type
Currency Code	This is the client currency code.
Currency Description	This is the client currency description.
Currency Symbol	This is the client currency symbol.

Version Note: The Client Currency View is availbale available as of Tenrox 2019R1 SP2

Expense Entry Basic

Field Name	Description	Type
Expense Entry Base Curr Exch Rate	This is the exchange rate from the expense entry currency to the base currency (from the entry date).
Expense Entry Billable Amt in Base Curr	This is the billable amount of the expense entry in the base currency.
Expense Entry Billable Amt in Client Curr	This is the billable amount of the expense entry in the client currency.
Expense Entry Billable Amt in Entry Curr	This is the billable amount of the expense entry in the entry currency.
Expense Entry Billable Amt in User Curr	This is the billable amount of the expense entry in the originator's reimbursable currency.
Expense Entry Date	This is the expense entry date.
Expense Entry Date Month	This is the expense entry date (Aggregate Date - Month).
Expense Entry Date Month Year	This is the expense entry date (Aggregate Date - Month Year).
Expense Entry Date Quarter	This is the expense entry date (Aggregate Date - Quarter).
Expense Entry Date Quarter Year	This is the expense entry date (Aggregate Date - Quarter Year).
Expense Entry Date Week	This is the expense entry date (Aggregate Date - Week).
Expense Entry Date Year	This is the expense entry date (Aggregate Date - Year).
Expense Entry Entry Note	This is the expense entry notes. If multiple notes exist, they will be separated by a --.
Expense Entry Gross Amount in Entry Curr	This is the gross amount of the expense entry in the entry currency.
Expense Entry Is Approved	This defines whether the expense entry is approved. This will show 0 (for not approved) or 1 (for approved).
Expense Entry Is Billable	This defines whether the expense entry is billable. This will show 0 (for non-billable) or 1 (for billable).
Expense Entry Is Billed	This defines whether the expense entry is billed (included in a posted invoice). This will show 0 (for not included in a posted invoice) or 1 (for included in a posted invoice).
Expense Entry Is Completed	This defines whether the expense entry is completed. This will show 0 (for not completed) or 1 (for completed).
Expense Entry Is Payable	This defines whether the expense entry is payable. This will show 0 (for not payable) or 1 (for payable).
Expense Entry Is Posted	This displays the posted payable batch # in which the expense entry is included.
Expense Entry Is Reimbursable	This defines whether the expense entry is reimbursable. This will show 0 (for not reimbursable) or 1 (for reimbursable).
Expense Entry Is Reimbursed	This defines whether the expense entry is reimbursed. This will show 0 (for not reimbursed) or 1 (for reimbursed).
Expense Entry Item	This is the expense item name.
Expense Entry Item Category	This is the expense item category.
Expense Entry Item Subtype	This is the expense item sub-type.
Expense Entry Item Type	This is the expense item type.
Expense Entry Mark Up Amount in Entry Curr	This is the markup amount of the expense entry.
Expense Entry Mark Up Percentage	This is the markup percentage of the expense entry.
Expense Entry Memo	This is the memo of the expense entry.
Expense Entry Net Amount in Entry Curr	This is the net amount of the expense entry (amount without taxes).
Expense Entry Non Billable Amt in Base Curr	This is the non-billable amount of the expense entry in the base currency.
Expense Entry Non Billable Amt in Entry Curr	This is the non-billable amount of the expense entry in the entry currency.
Expense Entry Non Billable Amt in User Curr	This is the non-billable amount of the expense entry in the user (master site) currency.
Expense Entry Payable Amt in Base Curr	This is the payable amount of the expense entry in the base currency.
Expense Entry Payable Amt in Entry Curr	This is the payable amount of the expense entry in the entry currency.
Expense Entry Payable Amt in User Curr	This is the payable amount of the expense entry in the originator's reimbursable currency.
Expense Entry Reference No	This is the reference # of the expense entry.
Expense Entry Reimbursable Amt in Base Curr	This is the reimbursable amount of the expense entry in the base currency.
Expense Entry Reimbursable Amt in Entry Curr	This is the reimbursable amount of the expense entry in the entry currency.
Expense Entry Reimbursable Amt in User Curr	This is the reimbursable amount of the expense entry in the originator's reimbursable currency.
Expense Entry Total Amount in Entry Curr	This is the total amount of the expense entry (including taxes and tips) in the expense entry currency.
Expense Entry Total Amt in Base Curr	This is the total amount of the expense entry (including taxes and tips) in the base currency.
Expense Entry Total Amt in User Curr	This is the total amount of the expense entry (including taxes and tips) in the expense entry originator's reimbursable currency.
Expense Entry Total Tax	This is the total tax of the expense entry in the expense entry currency.
Expense Entry User Curr Exch Rate	This is the exchange rate from the expense entry currency to the originator's reimbursable currency.

Version Note: Expense Entry Billable Amt In Client Curr is availbale available as of Tenrox 2019R1 SP2

Expense Entry Currency

Field Name	Description	Type
Currency Code	This is the expense entry currency code.
Currency Description	This is the expense entry currency description.
Currency Symbol	This is the expense entry currency symbol.

Expense Entry Extended

Field Name	Description	Type
Expense Entry Airline	This is the value entered for the Airline field in the expense entry.
Expense Entry Billable Company	This is the name of the company used for billing.
Expense Entry Billable Company ID	This is the id of the company used for billing.
Expense Entry City	This is the value entered for the City field in the expense entry.
Expense Entry Destination	This is the value entered for the Destination field in the expense entry.
Expense Entry Guests	This is the value entered for the Guests field in the expense entry.
Expense Entry Invoice Number	This is the invoice number in which the expense entry is included.
Expense Entry Is Capitalized	This defines whether the expense entry is capitalized. This will show 0 (for not capitalized) or 1 (for capitalized).
Expense Entry Is Funded	This defines whether the expense entry is funded. This will show 0 (for not funded) or 1 (for funded).
Expense Entry Is R&D	This defines whether the expense entry is R&D. This will show 0 (for not R&D) or 1 (for R&D).
Expense Entry Is Recognized Revenue	This defines whether the expense entry revenue is recognized. This will show 0 (for not recognized) or 1 (for recognized).
Expense Entry Mileage Rate	This is the mileage rate of the expense entry.
Expense Entry Mileage Scheme	This is the value entered for the Mileage Scheme field in the expense entry.
Expense Entry Miles	This is the value entered in the Miles field in the expense entry.
Expense Entry Origin	This is the value entered for the Origin field in the expense entry.
Expense Entry Payable Batch Number	This field will display the payable batch # in which the entry is included
Expense Entry Payable Company	This is the name of the company used for payable.
Expense Entry Payable Company ID	This is the id of the company used for payable.
Expense Entry Payment Method	This is the payment method used for the expense entry.
Expense Entry Purpose	This is the value entered for the Purpose field in the expense entry.
Expense Entry Site	This is the active site associated to the expense entry.
Expense Entry Tax Group	This is the tax group of the expense entry.
Expense Entry Tax1	This is the value of Tax 1 for the expense entry in the expense entry currency.
Expense Entry Tax2	This is the value of any subsequent taxes for the expense entry in the expense entry currency.
Expense Entry Ticket Number	This is the value entered for the Ticket Number field in the expense entry.
Expense Entry Tips	This is the amount of tips entered for the expense entry in the expense entry currency.

Expense Report Summary

Field Name	Description	Type
Expense Report Assigned To	This displays the workflow assignment role that is assigned to the current expense report state.
Expense Report Billable Amt in Base Curr	This is the billable amount of the expense report in the base currency.
Expense Report Billable Amt in Client Curr	This is the billable amount of the expense report in the client currency.
Expense Report End Date	This is the end date of the expense report.
Expense Report End Date Date	This is the end date of the expense report.
Expense Report End Date Day of Week	This is the end date of the expense report
Expense Report End Date Month	This is the end date of the expense report (Aggregate Date - Month).
Expense Report End Date Month Year	This is the end date of the expense (Aggregate Date - Month Year).
Expense Report End Date Quarter	This is the end date of the expense report (Aggregate Date - Quarter).
Expense Report End Date Quarter Year	This is the end date of the expense report (Aggregate Date - Quarter Year)
Expense Report End Date Week	This is the end date of the expense report (Aggregate Date - Week).
Expense Report End Date Year	This is the end date of the expense report (Aggregate Date - Year).
Expense Report Is Approved	This defines whether the expense report is approved This will show 0 (for not approved) or 1 (for approved).
Expense Report Is Completed	This defines whether the expense report is completed This will show 0 (for not completed) or 1 (for completed).
Expense Report Is Posted	This defines whether the expense report is paid (entries are part of a posted payable batch) This will show 0 (for not paid) or 1 (for paid).
Expense Report Is Rejected	This defines whether the expense report is rejected This will show 0 (for not rejected) or 1 (for rejected).
Expense Report Non Billable Amt in Base Curr	This is the non-billable amount of the expense report in the base currency.
Expense Report Non Billable Amt in User Curr	This is the non-billable amount of the expense report in the user (master site) currency.
Expense Report Note	This is the expense report notes If multiple notes exist, they will be separated by a --.
Expense Report Payable Amt in Base Curr	This is the payable amount of the expense report in the base currency.
Expense Report Payable Amt in User Curr	This is the payable amount of the expense report in the originator's reimbursable currency.
Expense Report Payable Batch Number	This field will display the payable batch # in which the report is included.
Expense Report Process Date	This is the post date of the payable batch in which the expense report is included.
Expense Report Process Date Day of Week	This is the post date of the payable batch in which the expense report is included (Aggregate Date - Week).
Expense Report Process Date Month	This is the post date of the payable batch in which the expense report is included (Aggregate Date - Month).
Expense Report Process Date Month Year	This is the post date of the payable batch in which the expense report is included (Aggregate Date - Month Year).
Expense Report Process Date Quarter	This is the post date of the payable batch in which the expense report is included (Aggregate Date - Quarter).
Expense Report Process Date Quarter Year	This is the post date of the payable batch in which the expense report is included (Aggregate Date - Quarter Year).
Expense Report Process Date Time	This is the post date of the payable batch in which the expense report is included (Aggregate Date - Time).
Expense Report Process Date Week	This is the post date of the payable batch in which the expense report is included (Aggregate Date - Week).
Expense Report Process Date Year	This is the post date of the payable batch in which the expense report is included (Aggregate Date - Year).
Expense Report Reimbursable Amt in Base Curr	This is the reimbursable amount of the expense report in the base currency.
Expense Report Reimbursable Amt in User Curr	This is the reimbursable amount of the expense report in the originator's reimbursable currency.
Expense Report Start Date	This is the start date of the expense report.
Expense Report State	This is the current state of the expense report.
Expense Report Title	This is the title of the expense report.
Expense Report Total Amt in Base Curr	This is the total amount of the expense report in the base currency
Expense Report Tracking No	This is the tracking # of the expense report.
Expense Report Workflow	This is the name of the expense report workflow.

Version Note: Expense Report Billable Amt in Client Curr is availbale available as of Tenrox 2019R1 SP2

Portfolio

Field Name	Description	Type
Portfolio	This is the name of the portfolio associated to the project.
Portfolio Code	This is the portfolio code.
Portfolio Description	This is the portfolio description.
Portfolio ID	This is the id of the portfolio.
Portfolio Is active	This defines whether the portfolio is active. This will show 0 (for suspended) or 1 (for active).
Portfolio Parent	This is the parent portfolio
Portfolio Project Workflow	This is the portfolio project workflow

Project

Field Name	Description	Type
Project	This is the name of the project.
Project Can Be Invoiced	This defines whether the project can be invoiced or not.
Project Code	This is the project code.
Project Company	This is the accounting company associated to the project.
Project Created On	This is the Date and Time the Project was created on.
Project Description	This is the description of the project.
Project End	This is the end date of the project.
Project Health	This is the project health.
Project Id	This is the Id of the project.
Project Is Active	This defines whether the project is active. This will show 0 (for suspended) or 1 (for active).
Project Parent	This is the parent project.
Project Priority	This is the priority of the project.
Project Start	This is the start date of the project.
Project State	This is the state of the project.
Project Sum of Allocated Hours	This is the sum of allocated time of a project (in hours).
Project Sum of Planned Hours	This is the sum of planned work of a project (in hours).
Project Tracking No	This is the project tracking number.
Project Workflow	This is the project workflow.

Version Note:

Project Can Be Invoiced Field is availbale available as of Tenrox 2019R1 SP4.
Project Created On Field is availbale available as of Tenrox 2019R1 SP1.

Scope - All Groups

Field Name	Description	Type
Login Name	This is the name of the logged in user.

Scope - All Projects

Field Name	Description	Type
Login Name	This is the name of the logged in user.

Scope - Available Projects

Field Name	Description	Type
Login Name	This is the name of the logged in user.

Scope - My Approval Groups

Field Name	Description	Type
Login Name	This is the name of the logged in user.

Scope - My Entries

Field Name	Description	Type
Login Name	This is the name of the logged in user.

Scope - My Functional Group

Field Name	Description	Type
Login Name	This is the name of the logged in user.

Scope - My Projects

Field Name	Description	Type
Login Name	This is the name of the logged in user.

Task

Field Name	Description	Type
Task	This is the name of the task.
Task Description	This is the description of the task.
Task End	This is the end date of the task.
Task ETC Enabled	This defines whether ETC is enabled on the task. This will show 1 if ETC is enabled, 0 otherwise.
Task ID	This is the ID of the task.
Task Is Active	This defines whether the task is active. This will show No (for suspended/decommissioned) or Yes (for active).
Task Is Billable	This defines whether the task is billable. This will show 0 (for non-billable) or 1 (for billable).
Task Is Capitalized	This defines whether the task is capitalized. This will show 0 (for not capitalized) or 1 (for capitalized).
Task Is Decommissioned	This defines whether the task is decommissioned (yes/No).
Task Is Funded	This defines whether the task is payable. This will show 0 (for not payable) or 1 (for payable).
Task Is Payable	This defines whether the task is payable. This will show 0 (for not payable) or 1 (for payable).
Task Is Project Overhead	This indicates if the task is considered a cost / overhead to the company (1) or not (0).
Task Is RandD	This defines whether the task is R&D This will show 0 (for not R&D) or 1 (for R&D).
Task Is Suspended	This defines whether the task is suspended (yes/No).
Task Milestone	This is the milestone that is associated to the task.
Task Priority	This is the priority of the task.
Task Start	This is the start date of the task.
Task State	This is the state of the task.
Task Used by Expense	This defines whether the task can be used by Expense.
Task Used by Money Charge	This defines whether the task can be used by Money Charges.
Task Used by Product	This defines whether the task can be used by Products.
Task Used by Purchase	This defines whether the task can be used by Purchases.
Task Used by Resource Planning	This defines whether the task can be used by Resource Planning.
Task Used by Time	This defines whether the task can be used by Time.
Task Used by Work Process	This defines whether the task can be used by Work Processes.

Version note: Available as of Tenrox 2019 R1 SP4: Task Is Suspended and Task Is Decommissioned Fields.

User

Field Name	Description	Type
User Address	This is the address of the user.
User Alternate Phone	This is the alternate phone number of the user.
User Business Phone	This is the business phone number of the user.
User Can Report On Any Client	This defines whether the user can report on any client (Yes/No).
User Can Report On Any Group	This defines whether the user can report on any group (Yes/No).
User Can Report On Any Project	This defines whether the user can report on any project(Yes/No).
User Can Report On Any User	This defines whether the user can report on any user (Yes/No).
User Description	This is the description of the user.
User Email	This is the email address of the user.
User Fax	This is the fax number of the user.
User First Name	This is the first name of the user.
User Gender	This is the user gender.
User Hire Date	This is the hire date of the user.
User Holiday Set	This is the holiday set of the user.
User ID	This is the Id of the user.
User Is Active	This defines whether the user is active (Yes/No).
User Is Decommissioned	This defines whether the user is decommissioned. This will show 0 (for not decommissioned) or 1 (for decommissioned).
User Is Suspended	This defines whether the user is Suspended. This will show 0 (for not suspended) or 1 (for suspended).
User Language	This is the language of the user.
User Last Evaluation Date	This is the last evaluation date date of the user.
User Last Name	This is the last name of the user.
User Logon Name	This is the logon name of the user
User Mobile	This is the mobile phone number of the user.
User Name	This is the user name (Last Name, First Name).
User Next Evaluation Date	This is the next evaluation date of the user.
User Pager	This is the pager number of the user.
User Primary Role	This is the primary role of the user.
User Resource Type	This is the name of the (current) resource type.
User Resource Type ID	This is the Id of the (current) resource type.
User Security Role	This is the security role of the user.
User Service Date	This is the service date of the user.
User Termination Date	This is the termination date of the user.
User Title	This is the title of the user.
User Type	This is the user type of the user.

Version note: Available as of Tenrox 2019 R1 SP4: User Name (Last Name, First Name), Suspended, Decommissioned, Gender, Can report on any client, Can report on any group, Can report on any project and Can report on any user.

User Approval Group

Field Name	Description	Type
Approval Group Default Task	This is the approval group default task of the user.
Approval Group Description	This is the approval group description of the user.
Approval Group ID	This is the approval group ID of the user.
Approval Group Name	This is the approval group name of the user.

User Currency

Field Name	Description	Type
User Currency Code	This is the currency code.
User Currency Description	This is the currency description.
User Currency Symbol	This is the currency symbol.

Work Type

Field Name	Description	Type
Work Type	This is the name of the work type.
Work Type Description	This is the description of the work type.
Work Type ETC Enabled	This defines whether ETC is enabled on the task. This will show 1 if ETC is enabled, 0 otherwise.
Work Type ID	This is the ID of the work type.
Work Type Is Billable	This defines whether the task is billable. This will show 0 (for non-billable) or 1 (for billable).
Work Type Is Capitalized	This defines whether the task is capitalized This will show 0 (for not capitalized) or 1 (for capitalized)
Work Type Is Funded	This defines whether the task is payable This will show 0 (for not funded) or 1 (for funded)
Work Type Is Leave Time	This defines whether the work type is a leave time work type. This will show 1 if it is a leave time work type, 0 otherwise.
Work Type Is Payable	This defines whether the task is payable This will show 0 (for not payable) or 1 (for payable).
Work Type Is R&D	This defines whether the task is R&D This will show 0 (for not R&D) or 1 (for R&D)
Work Type Parent	This is the parent of the work type.
Work Type Used by Expense	This defines whether the task can be used by Expenses.
Work Type Used by Money Charge	This defines whether the task can be used by Money Charges.
Work Type Used by Product	This defines whether the task can be used by Products.
Work Type Used by Purchase	This defines whether the task can be used by Purchases.
Work Type Used by Resource Planning	This defines whether the task can be used by Resource Planning.
Work Type Used by Time	This defines whether the task can be used by Time.
Work Type Used by Work Process	This defines whether the task can be used by Work Processes.