Expense adjustments provide a way to fix the balance for an employee who was overpaid or underpaid for an expense.


List Expense Adjustments

readByQuery

<readByQuery>
    <object>EXPENSEADJUSTMENTS</object>
    <fields>*</fields>
    <query></query>
    <pagesize>100</pagesize>
</readByQuery>

Parameters

Name Required Type Description
object Required string Use EXPENSEADJUSTMENTS
fields Required string Comma separated list of fields on the object to list. Use * to return all fields.
query Required string SQL-like query based on fields on the object. Illegal XML characters must be properly encoded. The following SQL operators are supported: <, >, >=, <=, =, like, not like, in, not in. When doing NULL comparisons: IS NOT NULL, IS NULL. Multiple fields may be matched using the AND and OR operators. Joins are not supported. Single quotes in any operands must be escaped with a backslash - For example, the value Erik's Deli would become 'Erik\'s Deli'.
pagesize Optional integer Set a custom page size between 1 and 1000 items (Default: 100)

Get Expense Adjustment

read

<read>
    <object>EXPENSEADJUSTMENTS</object>
    <keys>1</keys>
    <fields>*</fields>
</read>

Parameters

Name Required Type Description
object Required string Use EXPENSEADJUSTMENTS
keys Required string The adjustment RECORDNO to get
fields Required string Comma separated list of fields on the object to get. Use * to return all fields.

Create Expense Adjustment (Legacy)

create_expenseadjustmentreport

<create_expenseadjustmentreport>
    <employeeid>E1234</employeeid>
    <datecreated>
        <year>2016</year>
        <month>09</month>
        <day>09</day>
    </datecreated>
    <dateposted>
        <year>2016</year>
        <month>09</month>
        <day>09</day>
    </dateposted>
    <adjustmentno>1234</adjustmentno>
    <docnumber></docnumber>
    <description>Travel to client</description>
    <basecurr>USD</basecurr>
    <currency>USD</currency>
    <expenseadjustments>
        <expenseadjustment>
            <expensetype>Travel</expensetype>
            <amount>50.99</amount>
            <currency>USD</currency>
            <trx_amount>50.99</trx_amount>
            <exchratedate>
                <year>2016</year>
                <month>09</month>
                <day>09</day>
            </exchratedate>
            <exchratetype>Intacct Daily Rate</exchratetype>
            <expensedate>
                <year>2016</year>
                <month>09</month>
                <day>01</day>
            </expensedate>
            <memo>Marriott</memo>
            <locationid>SJC-US</locationid>
            <departmentid></departmentid>
            <projectid></projectid>
            <customerid></customerid>
            <vendorid></vendorid>
            <employeeid>E1234</employeeid>
            <itemid></itemid>
            <classid></classid>
            <billable>true</billable>
            <exppmttype></exppmttype>
            <quantity></quantity>
            <rate></rate>
        </expenseadjustment>
    </expenseadjustments>
    <supdocid></supdocid>
</create_expenseadjustmentreport>

Parameters

Name Required Type Description
employeeid Required string Employee ID
datecreated Required object Transaction date
dateposted Optional object GL posting date
batchkey Optional integer Summary record number to post adjustment to
adjustmentno Optional Expense adjustment number  
docnumber Optional Reference expense number  
description Optional Description  
basecurr Optional string Base currency code
currency Optional string Reimbursement currency code
expenseadjustments Required expenseadjustment[] Expense adjustment lines. Must have at least 1.
supdocid Optional string Attachments ID

datecreated

Name Required Type Description
year Required string Year yyyy
month Required string Month mm
day Required string Day dd

dateposted

Name Required Type Description
year Required string Year yyyy
month Required string Month mm
day Required string Day dd

expenseadjustment

Name Required Type Description
expensetype Optional string Expense type. Required if not using glaccountno.
glaccountno Optional string GL account number. Required if not using expensetype.
amount Required currency Reimbursement amount
currency Optional string Transaction currency code
trx_amount Optional currency Transaction amount
exchratedate Optional object Exchange rate date.
exchratetype Optional string Exchange rate type. Do not use if exchrate is set. (Leave blank to use Intacct Daily Rate)
exchrate Optional currency Exchange rate value. Do not use if exchangeratetype is set.
expensedate Optional object Expense date
memo Optional string Memo
locationid Optional string Location ID
departmentid Optional string Department ID
projectid Optional string Project ID
customerid Optional string Customer ID
vendorid Optional string Vendor ID
employeeid Optional string Employee ID
itemid Optional string Item ID
classid Optional string Class ID
contractid Optional string Contract ID
warehouseid Optional string Warehouse ID
billable Optional boolean Billable. Use false for No, true for Yes. (Default: false)
exppmttype Optional string Expense payment type
quantity Optional number Quantity
rate Optional number Unit rate
customfields Optional customfield[] Custom fields

expensedate

Name Required Type Description
year Required string Year yyyy
month Required string Month mm
day Required string Day dd

Update Expense Adjustment (Legacy)

update_expenseadjustmentreport

<update_expenseadjustmentreport key="13">
    <updateexpenseadjustments>
        <updateexpenseadjustment line_num="1">
            <expensetype>Travel</expensetype>
        </updateexpenseadjustment>
    </updateexpenseadjustments>
</update_expenseadjustmentreport>

Parameters

Name Required Type Description
key Required integer Record number of adjustment to update
employeeid Optional string Employee ID
datecreated Optional object Transaction date
adjustmentno Optional Expense adjustment number  
docnumber Optional Reference expense number  
description Optional Description  
basecurr Optional string Base currency code
currency Optional string Reimbursement currency code
updateexpenseadjustments Required array[updateexpenseadjustment, expenseadjustment] To update an existing line use updateexpenseadjustment otherwise to create a new line use expenseadjustment
supdocid Optional string Attachments ID

datecreated

Name Required Type Description
year Required string Year yyyy
month Required string Month mm
day Required string Day dd

dateposted

Name Required Type Description
year Required string Year yyyy
month Required string Month mm
day Required string Day dd

expenseadjustment

Name Required Type Description
expensetype Optional string Expense type. Required if not using glaccountno.
glaccountno Optional string GL account number. Required if not using expensetype.
amount Required currency Reimbursement amount
currency Optional string Transaction currency code
trx_amount Optional currency Transaction amount
exchratedate Optional object Exchange rate date.
exchratetype Optional string Exchange rate type. Do not use if exchrate is set. (Leave blank to use Intacct Daily Rate)
exchrate Optional currency Exchange rate value. Do not use if exchangeratetype is set.
expensedate Optional object Expense date
memo Optional string Memo
locationid Optional string Location ID
departmentid Optional string Department ID
projectid Optional string Project ID
customerid Optional string Customer ID
vendorid Optional string Vendor ID
employeeid Optional string Employee ID
itemid Optional string Item ID
classid Optional string Class ID
contractid Optional string Contract ID
warehouseid Optional string Warehouse ID
billable Optional boolean Billable. Use false for No, true for Yes. (Default: false)
exppmttype Optional string Expense payment type
quantity Optional number Quantity
rate Optional number Unit rate
customfields Optional customfield[] Custom fields

updateexpenseadjustment

Name Required Type Description
line_num Required integer Line number to update
expensetype Optional string Expense type. Required if not using glaccountno.
glaccountno Optional string GL account number. Required if not using expensetype.
amount Optional currency Reimbursement amount
currency Optional string Transaction currency code
trx_amount Optional currency Transaction amount
exchratedate Optional object Exchange rate date.
exchratetype Optional string Exchange rate type. Do not use if exchrate is set. (Leave blank to use Intacct Daily Rate)
exchrate Optional currency Exchange rate value. Do not use if exchangeratetype is set.
expensedate Optional object Expense date
memo Optional string Memo
locationid Optional string Location ID
departmentid Optional string Department ID
projectid Optional string Project ID
customerid Optional string Customer ID
vendorid Optional string Vendor ID
employeeid Optional string Employee ID
itemid Optional string Item ID
classid Optional string Class ID
contractid Optional string Contract ID
warehouseid Optional string Warehouse ID
billable Optional boolean Billable. Use false for No, true for Yes. (Default: false)
exppmttype Optional string Expense payment type
quantity Optional number Quantity
rate Optional number Unit rate
customfields Optional customfield[] Custom fields

expensedate

Name Required Type Description
year Required string Year yyyy
month Required string Month mm
day Required string Day dd

Delete Expense Adjustment

delete

<delete>
    <object>EXPENSEADJUSTMENTS</object>
    <keys>112</keys>
</delete>

Parameters

Name Required Type Description
object Required string Use EXPENSEADJUSTMENTS
keys Required string The adjustment RECORDNO to delete

List Expense Adjustment Lines

readByQuery

<readByQuery>
    <object>EXPENSEADJUSTMENTSITEM</object>
    <fields>*</fields>
    <query></query>
    <pagesize>100</pagesize>
</readByQuery>

Parameters

Name Required Type Description
object Required string Use EXPENSEADJUSTMENTSITEM
fields Required string Comma separated list of fields on the adjustment line to list. Use * to return all fields.
query Required string SQL-like query based on fields on the object. Illegal XML characters must be properly encoded. The following SQL operators are supported: <, >, >=, <=, =, like, not like, in, not in. When doing NULL comparisons: IS NOT NULL, IS NULL. Multiple fields may be matched using the AND and OR operators. Joins are not supported. Single quotes in any operands must be escaped with a backslash - For example, the value Erik's Deli would become 'Erik\'s Deli'.
pagesize Optional integer Set a custom page size between 1 and 1000 items (Default: 100)

Get Expense Adjustment Line

read

<read>
    <object>EXPENSEADJUSTMENTSITEM</object>
    <keys>1</keys>
    <fields>*</fields>
</read>

Parameters

Name Required Type Description
object Required string Use EXPENSEADJUSTMENTSITEM
keys Required string The adjustment line RECORDNO to get
fields Required string Comma separated list of fields on the journal entry line to get. Use * to return all fields.

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