Acumatica API - Endpoint Default 23 200 001 icon

Acumatica API - Endpoint Default 23 200 001

Interact with Acumatica Endpoint Default/23.200.001

Actions478

Expense Claim → Insert/Update

AI-generated

Summary

Inserts or updates an Expense Claim in Acumatica. If a Ref Nbr is provided, the existing claim is updated; otherwise a new claim is created.

Inputs

  • Approval Details — List of approval detail entries. Each entry includes Approved By, Approved By Name, Approver, Approver Name, Date, Status, Workgroup.
  • Details — List of expense claim lines. Each line includes fields such as Amount, Amount In Claim Currency, AP Ref Nbr, AR Ref Nbr, Billable, Branch, Claim Amount, Cost Code, Currency ID, Customer ID, Date, Description, Employee Part, Expense Account, Expense Item ID, Expense Subaccount, Location ID, Net Amount, Project ID, Project Task ID, Qty, Ref Nbr, Sales Account, Sales Subaccount, Status, Tax Amount, Tax Category, Tax Zone, Tip Amount, Unit Cost, UOM.
  • Financial Details — Financial information for the claim. Includes AP Documents (list), Branch, Postto Period, Tax Zone.
  • Tax Details — Tax detail lines. Each includes Deductible Tax Rate, Expense Amount, Includein VAT Exempt Total, Pending VAT, Reverse VAT, Statistical VAT, Taxable Amount, Tax Amount, Tax ID, Tax Rate, Tax Type.
  • Additional Fields — Additional scalar fields such as Approval Date, Base Currency ID, Claimed By, Claim Total, Currency ID, Currency Rate, Customer ID, Date, Department ID, Description, Last Modified Date Time, Location ID, Reciprocal Rate, Ref Nbr, Status, Tax Total, VAT Exempt Total, VAT Taxable Total.

Output shape

object

Returns the API response containing the created or updated Expense Claim record, including fields such as Ref Nbr, Status, etc.

Examples

Example 1: Create a new expense claim

Provide at least the Details (line items) and Additional Fields like Claimed By, Date, and optional Approval Details, Financial Details, Tax Details.

Example 2: Update an existing expense claim

Include the Ref Nbr (in Details, Additional Fields, or both) to identify the record to update, then modify any fields as needed.

Links

Discussion