Perfex CRM APIInstall

Summary

Create a new expense record in Perfex CRM with specified financial details and optional metadata.

Inputs

• Amount (required) — The monetary value of the expense.
• Category (required) — The ID of the expense category.
• Currency (required) — The ID of the currency in which the expense is denominated.
• Date (required) — The date when the expense occurred, formatted as YYYY-MM-DD.
• Additional Fields — Optional extra information for the expense including client ID, expense name, note, payment mode ID, recurring settings, reference number, and taxes.

Output shape

a single record representing the created expense, including all fields as returned by the Perfex CRM API

The output contains the created expense data as JSON from the API. If multiple inputs are processed, returns an array of created expense records or error objects if continueOnFail is enabled.