Overview

Payment made by a business at the time of purchase (ex. a credit card payment)

The Expenses Data Model is designed to streamline the management and retrieval of expense-related information across various accounting platforms.

• Unified expense properties: The model unifies essential expense information, including document numbers, posted dates, payment modes, and currency details, facilitating consistent and accurate expense tracking.
• Contact and account relationships: Expenses can be easily linked to specific contacts and accounts using their respective platform IDs, allowing for efficient organisation and reporting.
• Line item support: The inclusion of line items within the expense data model enables more granular and detailed expense management, as well as the ability to track individual components of an expense.
• Currency conversion: The currency_rate property supports multi-currency scenarios by providing the conversion rate between the expense currency and the base currency, ensuring accurate financial reporting across various currencies.

Properties Supported

Property	Type	Description
platform_id	string	The Platform’s ID of the expenses
contact_id	string	Platform ID of the contact to which this expense belongs
account_id	string	Platform ID of the account to which this expense belongs
currency_id	string	Platform ID of the currency for the expense
document_number	string	Reference/Document number of the expense
posted_date	date	Date of the expense as recorded by the accounting platform
payment_mode	string	The payment mode from which the payment was made
currency_rate	float	Rate between the currency of the payment and the base currency
total_amount	float	Total value of the expense
sub_total	float	Total pre tax value of the expense
tax_amount	float	Total tax amount levied on the expense
total_discount	float	Total value of discounts applied to the expense
memo	string	Description of the expense
updated_at	date	The date at which the expense was updated on the accounting platform

Expandable Attributes

You can expand the following attributes to get the related data

Property	Data Model	Description
contact	Contacts	The contact that made the expense
account	Accounts	The account associated to the expense
currency	Currencies	The currency of the expense
documents	Documents	The documents attached to the expense
addresses	Addresses	The addresses associated with the expense
line_items	Line Items	The line items associated with the expense

Addresses

Property	Type	Description
platform_id	string	Platform's ID for the address
type	enum	The type of address. Values are: BILLING, SHIPPING.
data_model	string	The data model to which this address is linked. Values are COMPANY_INFO, CONTACTS, INVOICES, BILLS, EXPENSES, BILL_CREDIT_NOTES, INVOICE_CREDIT_NOTES, SALES_ORDERS, PURCHASE_ORDERS
data_model_id	string	The unique identifier for the data model associated with this address
street	string	The street information of the address
locality	string	The locality or neighborhood information of the address
city	string	The city information of the address
state	string	The state or region information of the address
country	string	The country information of the address
pincode	string	The postal or zip code of the address
updated_at	date	The date and time at which the address information was last updated in the accounting platform

Line Items

Property	Type	Description
platform_id	string	Platform ID associated with this line item
item_id	string	The platform ID of the item associated with this line item
tax_id	string	The platform ID of the tax associated with this line item
account_id	string	The platform ID of the account associated with this line item
line_item_type	enum	The data model linked to the line item. Values are: BILLS, INVOICES, INVOICE_CREDIT_NOTES, BILL_CREDIT_NOTES, EXPENSES, PURCHASE_ORDERS,SALES_ORDERS,GOODS_RECEIPT_NOTES
line_item_type_id	string	The platform ID of the associated data model
description	string	The description for this line item
quantity	float	The quantity of the product/service for this line item
unit_amount	float	Price per unit for this line item
sub_total	float	The pre tax total value for this line item
tax_amount	float	The tax amount for this line item
total_amount	float	The total value of this line item
tracking_category_ids	object	The tracking category Ids associated with this line item

Line Items Expandable Attributes

You can expand the following attributes to get the related line item data

Property	Data Model	Description
item	Items	The item associated with this line item
tax_rate	Tax Rates	The tax associated with this line item
account	Accounts	The account associated to the invoice

The Expense Response Object

{
  "platform_id": "1234567890123456789",
  "contact_id": "3770712000000000099",
  "account_id": "3770712000000000099",
  "currency_id": "3770712000000000099",
  "document_number": "AO-123",
  "posted_date": "2023-09-21T00:00:00.000Z",
  "payment_mode": "Cash",
  "currency_rate": 1,
  "total_amount": 20.0,
  "sub_total": 20.0,
  "tax_amount": 0,
  "total_discount": 0,
  "memo": "This is a test expense",
  "updated_at": "2023-09-21T00:00:00.000Z"
}