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Expense Line

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Expense lines enable you to track costs and represent a point-in-time expense incurred. Expense lines can be created manually or generated by the scheduled processing of recurring costs. ServiceNow generates expense lines automatically when you create an asset, and updates expense lines automatically when you revise the Cost or Quantity field on an asset record.

Expense lines integrate closely with asset management, CMDB, cost management, and contract management, but can be used with any application. The Source ID field on an expense line record can be linked to any record in any table, so expenses can be associated with a wide variety of items, such as a contract, an individual asset, a single configuration item, a software installation, a lease, a service contract, a user, or a group.

Users with the Financial Admin (financial_mgmt_admin) and Financial User (financial_mgmt_user) roles can work with expense lines.

For more information, see Working with Expense Lines and Expense Allocations.

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Activating the Plugin

The Expense Line plugin is active for all instances, starting with the Calgary release. To use the Expense Allocations and Expense Allocation Rules modules, activate the Cost Management plugin.

Expense Lines Example

Expense lines can be used in a variety of ways. One common use is to manage all expenses associated with a given contract.

  1. Navigate to Contract Management > Contract > All.
  2. Select a contract.
  3. View the Expense Lines related list.
    All of the expense lines for the contract are listed. The total cost of the contract and its current value are also shown.