Expense Reports

Group: Accounting

Open in the interactive reference

An expense report is a set of expense items that an employee submits for approval and reimbursement.

A report belongs to one employee, and every expense item on it belongs to that employee. The report is reimbursable unless one of its items sets reimbursable to false. The report totals are in reimbursementCurrency, and each item's amount is in the item's own currency.

A submitted report starts in 'pendingApproval' and goes through your tenant's approval policy. An approved, reimbursable report is paid with an outbound payment.

Endpoints

• List expense reports: GET /accounting/expense-reports
• Create an expense report: POST /accounting/expense-reports
• Search expense reports: POST /accounting/expense-reports/search
• Retrieve an expense report: GET /accounting/expense-reports/{id}
• Update an expense report: PATCH /accounting/expense-reports/{id}
• Delete an expense report: DELETE /accounting/expense-reports/{id}
• Approve an expense report: POST /accounting/expense-reports/{id}/approve
• Cancel an expense report: POST /accounting/expense-reports/{id}/cancel-submission
• Reject an expense report: POST /accounting/expense-reports/{id}/reject