Actions74
- Client Actions
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Expense → Create
AI-generatedSummary
Create an expense record in Rise CRM
Inputs
- expense_date (required) — Date of the expense
- category_id (required) — Identifier of the expense category
- amount (required) — Monetary amount of the expense
- additionalFields — Extra fields to include with the expense creation request
- binaryPropertyName (required) — Name of the binary property containing the file to upload
Output shape
a single expense record
Returns the created expense object; may include pagination metadata on getAll but not for create
Examples
Example 1: Create expense with date, category, amount, and title
expense_date=2023-09-15&category_id=3&amount=250&additionalFields={"title":"Office Supplies"}
Example 2: Create expense with file upload
expense_date=2023-09-16&category_id=5&amount=120&binaryPropertyName=data&sendBinaryData=true
Example 3: Create expense linked to client and project
expense_date=2023-09-20&category_id=2&amount=75&additionalFields={"client_id":7,"project_id":12}