Expense report for an employee.


List Expense Reports

readByQuery

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

Parameters

Name Required Type Description
object Required string Use EEXPENSES
fields Optional string Comma-separated list of fields on the object to list. For best performance and predictability, limit the number of fields. To return all fields, omit the element or provide * for the value.
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 Report

read

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

Parameters

Name Required Type Description
object Required string Use EEXPENSES
keys Required string The bill RECORDNO to get
fields Optional string Comma-separated list of fields on the object to get. For best performance and predictability, limit the number of fields. To return all fields, omit the element or provide * for the value.

Create Expense Report (Legacy)

create_expensereport

<create_expensereport>
    <employeeid>E0008</employeeid>
    <datecreated>
        <year>2016</year>
        <month>09</month>
        <day>09</day>
    </datecreated>
    <state>Submitted</state>
    <description>Travel to client</description>
    <expenses>
        <expense>
            <expensetype>Travel-Hotel</expensetype>
            <amount>50</amount>
            <expensedate>
                <year>2015</year>
                <month>09</month>
                <day>01</day>
            </expensedate>
            <memo>Marriott</memo>
            <paidfor>Hotel</paidfor>
            <locationid>ARL-VA-US</locationid>
            <departmentid>PRS</departmentid>
            <projectid>P0004</projectid>
            <employeeid>E0008</employeeid>
            <billable>true</billable>
        </expense>
    </expenses>
</create_expensereport>

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
expensereportno Optional string Expense report number
state Optional string Action. Use Draft or Submitted. (Default: Submitted)
description Optional string Reason for expense
memo Optional string Memo
externalid Optional string External ID
basecurr Optional string Base currency code
currency Optional string Reimbursement currency code
customfields Optional customfield[] Custom fields
supdocid Optional string Attachments ID
expenses Required expense[] Expense report lines, must have at least 1.

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

expense

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 Paid to
form1099 Optional boolean Form 1099. Use false for No, true for Yes. Employee must be setup for 1099s.
form1099type Optional string Form 1099 type
form1099box Optional string Form 1099 box
paidfor Optional string Paid for
locationid Optional string Location ID
departmentid Optional string Department ID
customfields Optional customfield[] Custom fields
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

expensedate

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

Update Expense Report (Legacy)

update_expensereport

<update_expensereport key="1234">
    <description>Test update</description>
    <updateexpenses>
        <updateexpense line_num="1">
            <expensetype>General Travel</expensetype>
        </updateexpense>
    </updateexpenses>
</update_expensereport>

Parameters

Name Required Type Description
key Required integer Record number of expense report to update
employeeid Optional string Employee ID
datecreated Optional object Transaction date
dateposted Optional object GL posting date
expensereportno Optional string Expense report number
state Optional string Action. Use Draft or Submitted. (Default: Submitted)
description Optional string Reason for expense
memo Optional string Memo
basecurr Optional string Base currency code
currency Optional string Reimbursement currency code
customfields Optional customfield[] Custom fields
supdocid Optional string Attachments ID
updateexpenses Optional array[updateexpense, expense] Expense report lines.

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

expense

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 Paid to
form1099 Optional boolean Form 1099. Use false for No, true for Yes. Employee must be setup for 1099s.
form1099type Optional string Form 1099 type
form1099box Optional string Form 1099 box
paidfor Optional string Paid for
locationid Optional string Location ID
departmentid Optional string Department ID
customfields Optional customfield[] Custom fields
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

updateexpense

Name Required Type Description
line_num Required integer Line number to update
expensetype Optional string Expense type. Can use this or glaccountno but not both.
glaccountno Optional string GL account number. Can use this or expensetype but not both.
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 Paid to
form1099 Optional boolean Form 1099. Use false for No, true for Yes. Employee must be setup for 1099s.
form1099type Optional string Form 1099 type
form1099box Optional string Form 1099 box
paidfor Optional string Paid for
locationid Optional string Location ID
departmentid Optional string Department ID
customfields Optional customfield[] Custom fields
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

expensedate

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

Delete Expense Report

delete

<delete>
    <object>EEXPENSES</object>
    <keys>112</keys>
</delete>

Parameters

Name Required Type Description
object Required string Use EEXPENSES
keys Required string The bill RECORDNO to delete

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