---
title: Expense line form
description: Learn about the fields of expense line form.
locale: en-US
canonical_url: https://www.servicenow.com/docs/r/australia/it-business-management/project-management/expense-line-form.html
release: australia
product: Project Management
classification: project-management
topic_type: reference
last_updated: "2026-03-12"
reading_time_minutes: 1
breadcrumb: [Form field information for Project Management, Project Management reference, Project Management, Project Portfolio Management, Strategic Portfolio Management]
---

# Expense line form

Learn about the fields of expense line form.

<table id="table_mb3_rfw_1r"><thead><tr><th>

Field

</th><th>

Description

</th></tr></thead><tbody><tr><td>

Number

</td><td>

Auto generated number.

</td></tr><tr><td>

Amount

</td><td>

Select a currency type and enter the expense cost.

</td></tr><tr><td>

Date

</td><td>

Date of the expense generated.

</td></tr><tr><td>

Process date

</td><td>

Date on which the expense line was processed.

</td></tr><tr><td>

Source ID

</td><td>

Record that generated the associated cost.

</td></tr><tr><td>

State

</td><td>

State of the expense line. The state can be Pending or Processed. The cost roll-up happens only if the expense line is processed.

</td></tr><tr><td>

Cost plan

</td><td>

Name of the cost plan against which you want to create the expense line.

</td></tr><tr><td>

Summary type

</td><td>

Select the category you want to group the expense under.

</td></tr><tr><td>

Cost type

</td><td>

Select the [cost type](https://raw.githubusercontent.com/ServiceNow/ServiceNowDocs/australia/markdown/australia/it-business-management/project-management/t_CreateAResourceTypeDefinition.md).

</td></tr><tr><td>

Expense type

</td><td>

Select **Capex** for a capital expense or **Opex** for an operating expense.

</td></tr><tr><td>

Short description

</td><td>

Enter a short description of the expense type.

</td></tr><tr><td>

Sources

</td><td>

Select the records for the sources of the expense line. These sources include:-   **Assets**
-   **Fixed assets**
-   **Contracts**
-   **Users**
-   **Configuration items**
-   **Tasks**
-   **Cost centers**

</td></tr></tbody>
</table>**Related topics**  


[Create an expense line](https://raw.githubusercontent.com/ServiceNow/ServiceNowDocs/australia/markdown/australia/it-business-management/project-management/t_CreateAExpenseLine.md)