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Administrator Guide
Last Updated: 2023-06-23
Reference: Expense Item Attribute Values

Reference: Expense Item Attribute Values

You can create values for certain expense item attributes, which then display as options that payees can select from on attribute prompts on:
  • Expense reports.
  • Spend authorizations.
You can also map data from credit card transactions and travel booking records to certain attributes. Workday then populates values on expense attributes automatically when the values originate from these transactions.
Attributes
Tasks and Reports
Details
Airline
Car Rental Agency
Hotel
Maintain Airlines
Maintain Car Rental Agencies
Maintain Hotels
Security:
Set Up: Expense Item
domain in the Expenses functional area.
You can map the airlines, car rental agencies, and hotels that you create to merchant codes from:
  • Credit card transactions.
  • Travel booking records.
When payees add 1 of these transactions on their expense reports, Workday uses the merchant code to populate values on the corresponding expense item attributes.
If you download travel booking record files, Workday recommends setting up the global 2-letter travel merchant code as an alternate name for each merchant. Your travel booking inbound data automatically maps to the merchants that you define.
Class of Service
Classes of Service
Maintain Class of Service
Destination Location
Origination Location
Maintain Airports
Maintain Travel Cities
Security:
Set Up: Expense Item
domain in the Expenses functional area.
Engine Capacity
Fuel Type
Vehicle Plan
Vehicle Type
Maintain Engine Capacities
Maintain Fuel Types
Maintain Vehicle Plans
Maintain Vehicle Types
Security:
Set Up: Expense Item
domain in the Expenses functional area.
Invoice Types
Maintain Invoice Types by Country
Security:
Set Up: Tax
domain in the Common Financial Management functional area.
To comply with government requirements, you can create invoice types that payees can use on:
  • Expense reports.
  • Spend authorizations.
  • Supplier invoices.