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Question

Expense item descriptions are not being picked up automatically in the Expense Claim screen (EP301000)

  • February 6, 2026
  • 2 replies
  • 50 views

Hi ,

When I try to create an expense claim, it does not automatically pick up the description for the selected expense item. Do you know why this might be happening?

 

2 replies

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  • Jr Varsity I
  • February 6, 2026

Hi,

If you want the Description to fill automatically for an expense line, you can do it like this:

1.Create an Expense Receipt (EP301020) and select the Expense Item, enter the Description, and any other details.

 

2.Click the CLAIM action on the receipt. This will create an Expense Claim with the product/line and all data from the receipt automatically filled in.
 


Later, if you want to add more lines to the same claim, use the Add Receipt action, select the receipts you need, and the lines will be populated automatically again.

Hope this helps.


Adelina Basyrova
Acumatica Moderator
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Hi ​@kulani24 , kindly create a support request so we could proceed with the fix. Thank you!