Rise CRM icon

Rise CRM

Interact with Rise CRM API

Expense → Create

AI-generated

Summary

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}

Links

Discussion