Table 6930 "Expense Agent Setup"

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

Learn documents this table through its pages: Page 6996 “Expense Agent Setup” (3 Learn pages).

Properties

Property	Value
Access	Internal
Extensible	false
DataClassification	CustomerContent
Permissions	tabledata “Expense Agent Setup” = ri

Fields

Explanation: the field’s ToolTip in the code; without one, the ToolTip of a page control bound to the field (marked via the page); without that, its Caption (marked caption) when that differs from the name.

No.	Name	Type	Explanation	Notes
1	Primary Key	Code[10]	—
2	Expense Reports Nos.	Code[20]	Specifies the number series used to create new expense reports.	TableRelation No. Series
3	Posted Expense Reports Nos.	Code[20]	Specifies the number series used for posted expense reports.	TableRelation No. Series
4	Expense Nos.	Code[20]	Specifies the number series used to create expenses.	TableRelation No. Series
5	Use Rules	Boolean	Specifies whether configured expense management rules are applied.
6	Enable Agent	Boolean	Specifies whether the agent is enabled to process expense submissions from email and calendar.
7	Exchange Rate for Expenses	Enum “Expense Exchange Rate”	Specifies which exchange rate to use when converting foreign currency expenses.	enum Enum 6904 “Expense Exchange Rate”
8	Do Not Allow Exp. Older Than	DateFormula	Specifies a date formula; expenses older than the resulting date are not allowed.
9	If Exp. Is Older Than Allowed	Enum “Expense Age Handling”	Specifies how the system handles expenses older than the allowed date: warn, require justification, or block submission.	enum Enum 6982 “Expense Age Handling”
10	Allow Prepayment-Cash Advance	Boolean	Specifies whether prepayments and cash advances are allowed.
11	Allow Grp. of Trans. in Report	Boolean	Specifies whether similar transactions are grouped together in expense reports.
12	Exp. Report Rounding Precision	Decimal	Specifies the rounding precision for amounts in expense reports.	obsolete Pending 29.0
13	Expense Report Rounding Type	Enum “Expense Report Rounding Type”	Specifies how amounts are rounded: nearest, up, or down.	obsolete Pending 29.0; #if not CLEANSCHEMA29; enum Enum 6987 “Expense Report Rounding Type”
14	Check Category/SubCat. Usage	Boolean	Specifies whether both category and subcategory are required on each expense.
15	Create Exp. Rep. Automatically	Boolean	Specifies whether the system automatically creates expense reports according to the selected frequency.
16	When to Create Expense Reports	Enum “Expense Report Frequency”	Specifies how often the system automatically creates expense reports, for example daily or weekly.	enum Enum 6906 “Expense Report Frequency”
17	Custom Report Creation Formula	DateFormula	Specifies a custom date formula used when creating expense reports automatically.
18	Communication Channel	Enum “Expense Communication Channel”	Specifies the communication channel used to send expense notifications.	enum Enum 6900 “Expense Communication Channel”
19	System Communication Channel	Text[100]	Specifies the identifier or email address used as the system communication channel.
20	Approval Reminder After	DateFormula	Specifies how long to wait before sending approval reminders for pending expense reports.
21	Standard Rate of Mileage	Decimal	Specifies the default mileage reimbursement rate.
22	Full Per-Diem Calculation	Enum “Exp. Full Per Diem Calculation”	Specifies the rule used to calculate full per diem, for example by calendar day or by hours.	enum Enum 6913 “Exp. Full Per Diem Calculation”
23	Per Diem Rounding Precision	Decimal	Specifies the rounding precision for per diem amounts.	obsolete Pending 29.0
24	Minimum Hours for Per Diem	Decimal	Specifies the minimum number of hours required to qualify for per diem.
25	Partial Day Rules	Enum “Expense Partial Day Rules”	Specifies how per diem for partial days is determined.	enum Enum 6915 “Expense Partial Day Rules”
26	Reduction for Breakfast %	Decimal	Specifies the percentage deducted from the per diem when breakfast is provided.
27	Reduction for Lunch %	Decimal	Specifies the percentage deducted from the per diem when lunch is provided.
28	Reduction for Dinner %	Decimal	Specifies the percentage deducted from the per diem when dinner is provided.
29	Time Tolerance for Calendar	Decimal	Specifies the allowed time deviation when matching calendar events to expenses.
30	Enable Anti-Corp. Statement	Boolean	Specifies whether users must confirm an anti-corruption attestation before submitting expenses.
31	Evaluate Policies	Boolean	Specifies whether the agent automatically evaluates expenses against the configured policies. This feature consumes additional AI credits.	DataClassification SystemMetadata
32	Submitter-run Evaluation	Boolean	Specifies whether submitters can preventively run policy evaluation before submitting expense reports. This evaluation will consume additional AI credits.	DataClassification SystemMetadata
34	Expense User Nos.	Code[20]	Specifies the number series for creating individual Expense Users.	TableRelation No. Series
35	Expense Vendor Nos.	Code[20]	Specifies the number series used when creating Expense Vendor records for accountant review.	TableRelation No. Series
37	Min Hours for Partial Per Diem	Decimal	Specifies the minimum number of hours required to qualify for a partial per diem.
38	Percentage For Partial Day	Decimal	Specifies the percentage of the full per diem to apply for partial days.
39	Receipt No. Mandatory	Boolean	Specifies whether a receipt number is mandatory for expenses.
40	Merchant Name Mandatory	Boolean	Specifies whether a merchant name is mandatory for expenses.
41	Default Mileage UOM	Code[10]	Specifies the default unit of measure for mileage.	TableRelation Table 204 “Unit of Measure” (Unit of Measure)
42	Only Shortest Route	Boolean	Specifies whether only the shortest route is shown for mileage expenses. When enabled, alternative routes are not displayed on the map and only the shortest route is used for distance calculation.
52	User Security ID	Guid	—	DataClassification SystemMetadata
53	Email Account ID	Guid	—	DataClassification SystemMetadata
54	Email Connector	Enum “Email Connector”	—	enum Email Connector; DataClassification SystemMetadata
60	Email Address	Text[250]	Specifies the email address used by the agent.
61	Email Folder	Text[2048]	Specifies the email folder the agent monitors.
62	Email Folder Id	Text[2048]	Specifies the unique identifier of the email folder the agent monitors.	DataClassification SystemMetadata
76	Open Report Notif. Freq.	Enum “Expense Report Frequency”	Specifies how often the system should send notifications for open expense reports (Daily, Weekly, etc.).	enum Enum 6906 “Expense Report Frequency”
80	Enable Approval Workflow	Boolean	Specifies whether expense reports use the traditional approval workflow instead of the Expense Agent approval experience.
81	Day of Week	Enum “Day of Week”	Specifies the day of the week used when expense reports are created weekly.	enum Enum 6917 “Day of Week”
82	Day In A Month	Integer	Specifies the day of the month used when expense reports are created monthly.
83	Expense Report Grouping	Enum “Expense Reports Grouping”	Specifies how expense reports are grouped when they are created automatically.	enum Enum 6916 “Expense Reports Grouping”
84	Enable Open Report Notif.	Boolean	Specifies whether the system sends periodic notifications for open expense reports. Notifications are only sent when a mailbox is configured.
85	Notif. Day of Week	Enum “Day of Week”	Specifies the day of the week for weekly open report notifications.	enum Enum 6917 “Day of Week”
86	Notif. Day In A Month	Integer	Specifies the day of the month for monthly open report notifications.
87	Custom Notif. Formula	DateFormula	Specifies a custom date formula to use for open report notification scheduling.
88	Enable Approval Notif.	Boolean	Specifies whether the system sends email notifications when expense reports are submitted, approved, or rejected. Notifications are only sent when an email account is configured.	DataClassification SystemMetadata
89	Enable Email with Receipts	Boolean	Specifies whether the agent reads its mailbox and processes incoming emails containing expense receipts. Receipts are only processed when a mailbox is configured.	DataClassification SystemMetadata
90	Posting Groups Applied	Boolean	Specifies whether the default expense posting groups (including the employee posting group) have been created.	not editable; DataClassification SystemMetadata
91	Exp. Categories Applied	Boolean	Specifies whether the default expense categories and subcategories have been created.	not editable; DataClassification SystemMetadata
92	Exp. Locations Applied	Boolean	Specifies whether the default expense locations have been created.	not editable; DataClassification SystemMetadata
93	Management Rules Applied	Boolean	Specifies whether the default management rules have been created.	not editable; DataClassification SystemMetadata
94	Payment Methods Applied	Boolean	Specifies whether the default expense payment methods (Card, Cash, Bank) have been created.	not editable; DataClassification SystemMetadata
95	No. Series Applied	Boolean	Specifies whether the default number series for expenses, expense users, expense reports, and posted expense reports have been created.	not editable; DataClassification SystemMetadata
96	Noreply Email Account ID	Guid	—	DataClassification SystemMetadata
97	Noreply Email Connector	Enum “Email Connector”	—	enum Email Connector; DataClassification SystemMetadata
98	Noreply Email Address	Text[250]	Specifies the noreply email address used for outgoing messages. If empty, the main email account is used.	DataClassification SystemMetadata
100	Default Approver No.	Code[20]	Specifies the expense user who by default is set as approver.	TableRelation Table 6923 “Expense User” (Expense User)
101	Default Approver Name	Text[100]	Specifies the name of the expense user who by default is set as approver.	FlowField: lookup(“Expense User”.Name where(“No.” = field(“Default Approver No.”))); not editable
102	Create Emp. for Expense Users	Boolean	Specifies whether Employees should be automatically created from Expense Users when no matching Employee exists. Employees and their connection with Expense Users are critical for correct processing and posting in Expense Agent, but this setting may impact your HR data.
103	Default VAT Bus. Posting Group	Code[20]	Specifies the default VAT Business Posting Group for expense transactions.	TableRelation Table 323 “VAT Business Posting Group” (VAT Business Posting Group)
104	Allow VAT Reclaim	Boolean	Specifies whether VAT reclaim is allowed on expenses.
105	VAT Rates Applied	Boolean	Specifies whether the default VAT rates have been applied.	not editable; DataClassification SystemMetadata
120	Enable Project Fields	Boolean	Specifies whether project and project task fields are visible in the expense web app for submitters.
121	Project Visibility	Enum “Expense Project Visibility”	Specifies which projects are visible to submitters: only projects assigned to the user, or all active projects.	enum Enum 6983 “Expense Project Visibility”
122	Enable Communication	Boolean	Specifies whether the agent sends outgoing emails to users: welcome emails, reimbursement notifications, approval updates, and unsubmitted-report reminders. Turn this off to stop all outgoing emails. Incoming receipt processing is controlled separately.	DataClassification SystemMetadata
150	Use Canary Endpoint	Boolean	Specifies whether Expense Agent service calls from this environment are routed to the canary endpoint.	not editable; DataClassification SystemMetadata

Keys

PK: Primary Key (clustered)

Trigger event subscribers

OnAfterValidateEvent(Email Account ID): Codeunit 6968 “Expense Audit Subscribers” OnAfterValidateEmailAccountId
OnAfterValidateEvent(Enable Agent): Codeunit 6968 “Expense Audit Subscribers” OnAfterValidateEnableAgent

Procedures

ShouldScheduleAgentTask(AgentEnabled: Boolean): Boolean (internal): Returns whether the agent background task should be scheduled for the current setup. The task runs when the agent is enabled and there is work with a usable account: inbound receipt processing (receipts on + a mailbox) or outbound communication (welcome/reimbursement/approval/reminders on + a norepl…
IsOutgoingCommunicationConfigured(): Boolean (internal): Returns whether outgoing communication is fully configured: the master toggle is on and a no-reply sender account is set. Outbound emails (welcome, reimbursement, approval, reminders) are only sent from the no-reply account; there is no fallback.
RemoveAllScheduledTasks() (internal)
ClearMailboxAndDependents() (internal)
AssistEditNoreplyMailbox() (internal)
AssistEditMailbox() (internal)
GetFeatureName(): Text (internal)
LogAgentEnabledTelemetry() (internal)
LogAgentDisabledTelemetry() (internal)
ValidateIncomingMailboxAccess(): Boolean (internal)
ValidateNoreplyMailboxAccess(): Boolean (internal)
CheckIncomingMailboxAccessOrError() (internal)
CheckNoreplyMailboxAccessOrError() (internal)
CheckMailboxAccessOrError() (internal)
CheckSchedulingMailboxAccessOrError() (internal): Verifies the current user can access every mailbox the enabled features will use before the agent task is (re)scheduled: the receipts mailbox when incoming receipts are on, and the no-reply mailbox when outgoing communication is on. Each check is skipped when its feature is off or its account is uns…
ShowDeactivationAccessWarning(): Boolean (internal)
InitRecord() (internal)
GetRecordOnce() (internal)
CreateNoSeriesDefaults() (internal)
CreatePostingGroupsDefaults() (internal)
GetRegisteredUsersText(): Text (internal)
CreateExpenseCategoriesDefaults() (internal)
CreateExpenseLocationsDefaults() (internal)
CreateManagementRulesDefaults() (internal)
CreateCountryVATRatesDefaults() (internal)
CreatePaymentMethodsDefaults() (internal)
CreateAccountingDefaults() (internal)
CreateManagementDefaults() (internal)
CreateDefaultSettings() (internal)

Plus 8 local procedures.

Relations

Default Mileage UOM: TableRelation Table 204 “Unit of Measure”
Default VAT Bus. Posting Group: TableRelation Table 323 “VAT Business Posting Group”
Default Approver Name: CalcFormula Table 6923 “Expense User”
Default Approver No.: TableRelation Table 6923 “Expense User”

Referenced by

1 fields in 1 objects relate to this table (TableRelation or CalcFormula).

Table 6943 “Expense Agent Access Control”: Setup System ID

Pages and codeunits on this table

Page 6942 “Expense Agent Setup API” (source table)
Page 6991 “Expense Agent Setup Wizard” (source table)
Page 6994 “Exp. Per Diem Partial Settings” (source table)
Page 6996 “Expense Agent Setup” (source table)
Codeunit 6936 “EA Agent Error Handler” (codeunit runs on it)
Codeunit 6937 “EA Agent Recovery” (codeunit runs on it)
Codeunit 6938 “EA Agent Dispatcher” (codeunit runs on it)
Codeunit 6940 “EA Retrieve Emails” (codeunit runs on it)
Codeunit 6942 “EA Mailbox Access” (codeunit runs on it)

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 6942 “EA Mailbox Access” (8 calls: CheckSelectedIncomingMailboxAccessOrError → (object), CheckSelectedIncomingMailboxAccessOrError → SetTestAccount, CheckSelectedNoreplyMailboxAccessOrError → (object), …)
Codeunit 6972 “Create Expense No. Series” (6 calls: CreateNoSeriesDefaults → (object), CreateNoSeriesDefaults → ExpenseNoSeries, CreateNoSeriesDefaults → ExpenseReportNoSeries, …)
Codeunit 6973 “Create Expense Categories” (4 calls: CreateExpenseCategoriesDefaults → InsertDefaultExpenseCategories, CreateExpenseLocationsDefaults → InsertDefaultExpenseLocations, CreateManagementRulesDefaults → InsertDefaultManagementRules, …)
Codeunit 6970 “Create Expense Agent Setup” (2 calls: CreatePaymentMethodsDefaults → CreateDefaultPaymentMethods, CreatePostingGroupsDefaults → (object))
Codeunit 8703 “Feature Telemetry” (2 calls: LogAgentDisabledTelemetry → LogUptake, LogAgentEnabledTelemetry → LogUptake)
Page 8886 “Email Account Wizard” (2 calls: AssistEditMailbox → (object), AssistEditNoreplyMailbox → (object))
Codeunit 4324 “Agent Setup” (1 call: GetAgentConfiguredByName → GetSetupRecord)
Codeunit 457 “Environment Information” (1 call: RaiseHttpClientErrorIfBlocked → IsSandbox)
Codeunit 6935 “EA Agent Scheduler” (1 call: RemoveAllScheduledTasks → RemoveAgentTask)
Codeunit 6971 “Create Expense GL Account” (1 call: CreatePostingGroupsDefaults → (object))
Codeunit 6975 “Create Expense VAT Rates” (1 call: CreateCountryVATRatesDefaults → InsertDefaultRates)
Codeunit 8894 “Email Account” (1 call: CheckMailboxExists → GetAllAccounts)

Recent changes

2026-09-15 #10825 [Master]-Bug 645041: Expense Agent - Rename Enable approval workflow caption and tooltip (main, BC30, fix)
2026-09-04 #10956 [ExpenseAgent] Refactor agent setup for policies (main, BC30, feature)
2026-08-31 #10312 Update expense VAT specification source (main, BC30, feature)
2026-08-27 #10675 Temporarily suppress AS0072 (ObsoleteTag 29.0) on 10 Base App elements for v30 prep (main, BC30, fix)
2026-08-26 #10631 Integration/main to releases 29.x 31a860b5 (releases/29.x, BC29, feature)
2026-08-21 #10031 Add AI-assisted policy evaluation backend to Expense Agent (main, BC30, feature)
2026-08-04 #9859 [Master] - Move Expense Agent (Preview) app into BCApps (main, BC30, feature, added)

Deprecations

field Exp. Report Rounding Precision: Pending 29.0, “This field is no longer required and will be removed in a future release.”
field Expense Report Rounding Type: Pending 29.0 (#if not CLEANSCHEMA29), “This field is no longer required and will be removed in a future release.”
field Per Diem Rounding Precision: Pending 29.0, “This field is no longer required and will be removed in a future release.”

Source: AL metadata extracted from the code (names, ids, signatures, properties); no code bodies (D10).

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: "table", object_name: "Expense Agent Setup"), then bcatlas_get_procedure_body or bcatlas_get_neighbors on the returned id.