Expenses API (0.1)

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The Expenses API allows you to manage accounting and expenses information.

Card Expenses

View and manage card expenses data.

List expenses

List expenses under the same account. Admin and bookkeeper have access to any expense, and regular users can only access their own.

SecurityOAuth2
Request
query Parameters
expand[]
Array of strings or null

Get additional details for the expense, e.g. merchant mcc code, by passing in expand[]=merchant. Query parameters include location, department, merchant, receipts.download_uris, user, budget and payment.

Example: expand[]= ?expand[]=merchant&expand[]=location
user_id[]
Array of strings or null

Get expenses belong to provided user(s).

parent_expense_id[]
Array of strings or null

Get itemized expenses belong to provided parent expenses ID(s).

budget_id[]
Array of strings or null
status[]
Array of strings or null (ExpenseStatus)
Enum: "DRAFT" "SUBMITTED" "APPROVED" "OUT_OF_POLICY" "VOID" "CANCELED" "SPLIT" "SETTLED"
payment_status[]
Array of strings or null (ExpensePaymentStatus)
Enum: "NOT_STARTED" "PROCESSING" "CANCELED" "DECLINED" "CLEARED" "REFUNDING" "REFUNDED" "CASH_ADVANCE" "CREDITED" "AWAITING_PAYMENT"
purchased_at_start
string or null <date-time>

Shows only expenses with a purchased_at on or after this date-time. This parameter is the date-time notation as defined by RFC 3339, section 5.6, e.g. 2022-11-12T23:59:59.999

Example: purchased_at_start= 2023-01-01T23:59:59.999
purchased_at_end
string or null <date-time>

Shows only expenses with a purchased_at on or before this date-time. This parameter is the date-time notation as defined by RFC 3339, section 5.6, e.g. 2022-11-12T23:59:59.999

Example: purchased_at_end= 2023-01-10T23:59:59.999
cursor
string or null

The cursor to use for pagination. This is the next_cursor value returned from the previous response.

limit
integer or null <int32>
Responses
200

listExpenses 200 response

400

Bad request

401

Unauthorized

403

Forbidden

get/v1/expenses/card
Request samples 
Response samples 
application/json
{
  • "next_cursor": "string",
  • "items": [
    ]
}
Get an expense
Get an expense by its ID.


SecurityOAuth2 
Request 
path Parameters
expense_id
required
string
 
query Parameters
expand[]
Array of strings or null
Get additional details for the expense, e.g. merchant mcc code, by passing in expand[]=merchant. Query parameters include location, department, merchant, receipts.download_uris, user, budget and payment.


 
 Example:  expand[]=
?expand[]=merchant&expand[]=location

Responses 
200
getExpense 200 response


400
Bad request


401
Unauthorized


403
Forbidden


404
Not Found


get/v1/expenses/card/{expense_id}
Request samples 
Response samples 
application/json
{
  • "id": "string",
  • "memo": "string",
  • "location_id": "string",
  • "location": {
    },
  • "department_id": "string",
  • "department": {
    },
  • "updated_at": "2019-08-24T14:15:22Z",
  • "category": "ADVERTISING_AND_MARKETING",
  • "merchant_id": "string",
  • "merchant": {
    },
  • "receipts": [
    ],
  • "budget_id": "string",
  • "budget": {
    },
  • "original_amount": {
    },
  • "purchased_at": "2019-08-24T14:15:22Z",
  • "status": "DRAFT",
  • "payment_status": "NOT_STARTED",
  • "user_id": "string",
  • "user": {
    },
  • "payment": {
    }
}
Update an expense
Update an expense. Admin and bookkeeper have access to any expense, and regular users can only access their own.


SecurityOAuth2 
Request 
path Parameters
expense_id
required
string
 
Request Body schema: application/json
memo
string or null
Expense memo.


 
Responses 
200
updateExpense 200 response


400
Bad request


401
Unauthorized


403
Forbidden


404
Not Found


put/v1/expenses/card/{expense_id}
Request samples 
application/json
{
  • "memo": "string"
}
Response samples 
application/json
{
  • "id": "string",
  • "memo": "string",
  • "location_id": "string",
  • "department_id": "string",
  • "updated_at": "2019-08-24T14:15:22Z",
  • "category": "ADVERTISING_AND_MARKETING",
  • "merchant_id": "string",
  • "budget_id": "string",
  • "original_amount": {
    },
  • "purchased_at": "2019-08-24T14:15:22Z",
  • "status": "DRAFT",
  • "payment_status": "NOT_STARTED"
}
Receipt Match
Upload receipt and match automatically.


Create a new receipt match
The uri will be a pre-signed S3 URL allowing you to upload the receipt securely. This URL can only be used for a PUT operation and expires 30 minutes after its creation. Once your upload is complete, we will try to match the receipt with existing expenses.


Refer to these docs on how to upload to this pre-signed S3 URL. We highly recommend using one of AWS SDKs if they're available for your language to upload these files.


SecurityOAuth2 
Request 
Request Body schema: application/json
receipt_name
required
string
The name of the receipt (with the file extension). It will be used in the matching result email.


 
Responses 
200
receiptMatch 200 response


400
Bad request


401
Unauthorized


post/v1/expenses/card/receipt_match
Request samples 
application/json
{
  • "receipt_name": "string"
}
Response samples 
application/json
{
  • "id": "string",
  • "uri": "string"
}
Receipt Upload
Create a new receipt upload
The uri will be a pre-signed S3 URL allowing you to upload the receipt securely. This URL can only be used for a PUT operation and expires 30 minutes after its creation. Once your upload is complete, we will try to match the receipt with existing expenses.


Refer to these docs on how to upload to this pre-signed S3 URL. We highly recommend using one of AWS SDKs if they're available for your language to upload these files.


SecurityOAuth2 
Request 
path Parameters
expense_id
required
string
 
Request Body schema: application/json
receipt_name
required
string
The name of the receipt (with the file extension).


 
Responses 
200
receiptUpload 200 response


400
Bad request


401
Unauthorized


403
Forbidden


404
Not Found


post/v1/expenses/card/{expense_id}/receipt_upload
Request samples 
application/json
{
  • "receipt_name": "string"
}
Response samples 
application/json
{
  • "id": "string",
  • "uri": "string"
}
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