Overview
Payment made by a business at the time of purchase (ex. a credit card payment)
The Expenses Data Model is designed to streamline the management and retrieval of expense-related information across various accounting platforms.
- Unified expense properties: The model unifies essential expense information, including document numbers, posted dates, payment modes, and currency details, facilitating consistent and accurate expense tracking.
- Contact and account relationships: Expenses can be easily linked to specific contacts and accounts using their respective platform IDs, allowing for efficient organisation and reporting.
- Line item support: The inclusion of line items within the expense data model enables more granular and detailed expense management, as well as the ability to track individual components of an expense.
- Currency conversion: The
currency_rateproperty supports multi-currency scenarios by providing the conversion rate between the expense currency and the base currency, ensuring accurate financial reporting across various currencies.
Attributes
The accounting platform’s ID of the expenses
The payment mode from which the payment was made
Reference/Document number of the expense
Date of the expense as recorded by the accounting platform
The payment mode from which the payment was made
The currency data associated with the Expenses.
Rate between the currency of the payment and the base currency
Total value of the expense
Total pre tax value of the expense
Total tax amount levied on the expense
Total value of discounts applied to the expense
Description of the expense
List of line items contained in the expense
The date at which the expense was updated on the accounting platform
Properties Supported
| Property | Type | Description |
|---|---|---|
| platform_id | string | The Platform’s ID of the expenses |
| contact_id | string | Platform ID of the contact to which this expense belongs |
| account_id | string | Platform ID of the account to which this expense belongs |
| document_number | string | Reference/Document number of the expense |
| posted_date | date | Date of the expense as recorded by the accounting platform |
| payment_mode | string | The payment mode from which the payment was made |
| currency | string | The ISO-4217 currency code |
| currency_rate | float | Rate between the currency of the payment and the base currency |
| total_amount | float | Total value of the expense |
| sub_total | float | Total pre tax value of the expense |
| tax_amount | float | Total tax amount levied on the expense |
| total_discount | float | Total value of discounts applied to the expense |
| memo | string | Description of the expense |
| line_items | Line Item | List of line items contained in the expense |
| contact | Contact | The contact to which this expense belongs |
| account | Account | The account to which this expense belongs |
| updated_at | date | The date at which the expense was updated on the accounting platform |