Expense Fields for Field Service
Expenses let your service resources track costs and associate them to work orders.
Required Editions
| Available in: both Salesforce Classic (not available in all orgs) and Lightning Experience |
| The Agentforce Field Service and Operations core features, managed package, and mobile app are available in Enterprise, Unlimited, and Developer Editions. |
| Field Name | Description |
|---|---|
| Account ID | The ID of the account associated with the work order. |
| Amount | The amount of the expense. |
| Created By | (Read Only) User who created the expense. |
| Created Date | (Read Only) Date the expense was created. |
| Expense End Date | If the expense was incurred over multiple days, the Expense End Date is the last day that the expense covers. |
| Expense Number | An autogenerated number that uniquely identifies the expense. |
| Expense Start Date | If the expense was incurred over multiple days, the Expense Start Date is the first day that the expense covers. |
| Expense Type | The type of expense. The default choices are Billable and Non-billable. |
| Last Modified By | (Read Only) User who last modified the expense. |
| Last Modified Date | (Read Only) Date the expense was last modified. |
| Owner Name | Expense owner. |
| Transaction Date | The day that the expense was incurred, or the payment date for the expense. |
| Work Order ID | The associated work order. |
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