Page 6942 "Expense Agent Setup API"

ExpenseAgent · Microsoft.ExpenseAgent · BC29-30 · source at ea08af5e · facts from BC29

Properties

Property	Value
SourceTable	Expense Agent Setup
PageType	API

Fields on this page

Layout controls in source order, grouped by the container they sit in. Shows: the table field a control is bound to (or its expression as written); ToolTip: the control’s own, else the bound field’s (marked).

Group	Control	Shows	ToolTip
General	Id	`Rec.SystemId`	—
	Use Rules	Use Rules	Specifies whether configured expense management rules are applied. from the table field
	Allow Submitters to Evaluate Policies	Submitter-run Evaluation	Specifies whether submitters can preventively run policy evaluation before submitting expense reports. This evaluation will consume additional AI credits. from the table field
	Enable Agent	Enable Agent	Specifies whether the agent is enabled to process expense submissions from email and calendar. from the table field
	Exchange Rate for Expenses	Exchange Rate for Expenses	Specifies which exchange rate to use when converting foreign currency expenses. from the table field
	Prepayment-Cash Advance Allowed	Allow Prepayment-Cash Advance	Specifies whether prepayments and cash advances are allowed. from the table field
	Allow Grouping of Transactions in Report	Allow Grp. of Trans. in Report	Specifies whether similar transactions are grouped together in expense reports. from the table field
	Expense Report Rounding Precision obsolete Pending 29.0; #if not CLEAN29	Exp. Report Rounding Precision	Specifies the rounding precision for amounts in expense reports. from the table field
	Expense Report Rounding Type obsolete Pending 29.0; #if not CLEAN29	Expense Report Rounding Type	Specifies how amounts are rounded: nearest, up, or down. from the table field
	Do Not Allow Expenses Older Than	Do Not Allow Exp. Older Than	Specifies a date formula; expenses older than the resulting date are not allowed. from the table field
	If Expense Is Older Than Allowed	If Exp. Is Older Than Allowed	Specifies how the system handles expenses older than the allowed date: warn, require justification, or block submission. from the table field
	Check Category/Subcategory Usage	Check Category/SubCat. Usage	Specifies whether both category and subcategory are required on each expense. from the table field
	Display Anti-Corruption Attestation	Enable Anti-Corp. Statement	Specifies whether users must confirm an anti-corruption attestation before submitting expenses. from the table field
	Expense Reports Nos.	Expense Reports Nos.	Specifies the number series used to create new expense reports. from the table field
	Expenses Nos.	Expense Nos.	Specifies the number series used to create expenses. from the table field
	Posted Expense Reports Nos.	Posted Expense Reports Nos.	Specifies the number series used for posted expense reports. from the table field
	Standard Rate of Mileage	Standard Rate of Mileage	Specifies the default mileage reimbursement rate. from the table field
	Default Mileage UOM	Default Mileage UOM	Specifies the default unit of measure for mileage. from the table field
	Only Shortest Route	Only Shortest Route	Specifies whether only the shortest route is shown for mileage expenses.
	Full Per-Diem Calculations	Full Per-Diem Calculation	Specifies the rule used to calculate full per diem, for example by calendar day or by hours. from the table field
	Reduction for Breakfast %	Reduction for Breakfast %	Specifies the percentage deducted from the per diem when breakfast is provided. from the table field
	Per Diem Rounding Precision obsolete Pending 29.0; #if not CLEAN29	Per Diem Rounding Precision	Specifies the rounding precision for per diem amounts. from the table field
	Reduction for Lunch %	Reduction for Lunch %	Specifies the percentage deducted from the per diem when lunch is provided. from the table field
	Minimum Hours for Per Diem	Minimum Hours for Per Diem	Specifies the minimum number of hours required to qualify for per diem. from the table field
	Reduction for Dinner %	Reduction for Dinner %	Specifies the percentage deducted from the per diem when dinner is provided. from the table field
	Time Tolerance for Calendar	Time Tolerance for Calendar	Specifies the allowed time deviation when matching calendar events to expenses. from the table field
	Expense Report Grouping	Expense Report Grouping	Specifies how expense reports are grouped when they are created automatically. from the table field
	Noreply Email Account ID	Noreply Email Account ID	—
	Noreply Email Connector	Noreply Email Connector	—
	Noreply Email Address	Noreply Email Address	Specifies the noreply email address used for outgoing messages. If empty, the main email account is used. from the table field
	System Communication Channel	System Communication Channel	Specifies the identifier or email address used as the system communication channel. from the table field
	Inbound Email Address	Email Address	Specifies the inbound email address used by the Expense Agent to receive receipts. Surfaced in service-side notifications such as the welcome email.
	Enable Project Fields	Enable Project Fields	Specifies whether project and project task fields are visible in the expense web app for submitters. from the table field
	Project Visibility	Project Visibility	Specifies which projects are visible to submitters: only projects assigned to the user, or all active projects. from the table field
	Agent Language Code	`AgentLanguageCode`	Specifies the language that the agent uses for task details and outgoing messages.
	Agent Time Zone	`AgentTimeZone`	Specifies the time zone configured for the agent user.
	Agent Regional Format ID	`AgentRegionalFormatId`	Specifies the regional format (locale) identifier configured for the agent user.
	expenseAgentAccessControls	part Page 6984 “Expense Agent Access Ctrl API”	—

Procedures

1 local procedures, no public ones.

Triggers

OnInit, OnAfterGetRecord

Relations

source table Table 6930 “Expense Agent Setup”

Calls

From the extracted call graph of BC29 (graphify-al on the snapshot checkout): calls whose target is known from a declared type or an Object::"Name" argument. Interface dispatch and calls through events are not counted, so the list is not complete.

Codeunit 43 “Language” (1 call: TryGetAgentUserSettings → GetLanguageCode)
Codeunit 4321 “Agent” (1 call: TryGetAgentUserSettings → GetUserSettings)
Codeunit 6993 “Expense Agent API Validation” (1 call: OnInit → VerifyAgentAccess)

Recent changes

2026-09-04 #10956 [ExpenseAgent] Refactor agent setup for policies (main, BC30, feature)
2026-08-04 #9859 [Master] - Move Expense Agent (Preview) app into BCApps (main, BC30, feature, added)

Ask your agent

Procedure bodies are not stored here (D10). The call sections above are our own, per object, from the BC29 call graph. For a procedure body or the calls of one procedure, ask bc-code-atlas (external, by Stefan Maron, MIT; default corpus w1-28), which the bc-observatory plugin connects: bcatlas_resolve_node(object_type: "page", object_name: "Expense Agent Setup API"), then bcatlas_get_procedure_body or bcatlas_get_neighbors on the returned id.