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Updating an existing Expense

Request

An expense that has already been created can be updated with an HTTP PUT request. Any required or optional attribute, with the exception of workspace_id, can be changed in an update.

This endpoint returns structured Expense objects. As with all Kantata OX API endpoints, the returned data will be referenced in sorted order in the results array and will be indexed by ID in the expenses top-level JSON key. Please see our Response Format section for more information.

Path
idintegerrequired

The ID of the Model.

Query
includestring

Any of the below associations can be included in your request by providing the include param, e.g. include=association1,association2.

  • active_submission (ExpenseReportSubmission) - The active expense report the expense is submitted in. The response will include active_submission_id, which references the data in the expense_report_submissions top-level key.
  • expense_budget (ExpenseBudget) - Retrieves the expense budget the expense is logged to. The response will include expense_budget_id, which references the data in the expense_budgets top-level key.
  • expense_category (ExpenseCategory) - The category associated with the expense. The response will include expense_category, which references the data in the expense_categories top-level key.
  • external_references (ExternalReference) - Includes references to external integrations for this object.
  • receipt (Attachments::ReceiptAttachment) - Information about receipts associated with this expense. The response will include receipt_id, which references the data in the attachments top-level key.
  • recent_submission (ExpenseReportSubmission) - The most recent expense report the expense was submitted in, including any rejected or cancelled reports. The response will include recent_submission_id, which references the data in the expense_report_submissions top-level key.
  • role (Role) - The role of the user. The response will include role_id, which references the data in the roles top-level key.
  • story (Story) - Linked task. The response will include story_id, which references the data in the stories top-level key.
  • user (User) - The user who created the expense. The response will include user_id, which references the data in the users top-level key.
  • vendor (Vendor) - The party to which the expense is payable. The response will include vendor_id, which references the data in the vendors top-level key.
  • workspace (Workspace) - The project to which this expense belongs. The response will include workspace_id, which references the data in the workspaces top-level key.
optional_fieldsArray of strings

Allows you to request one or more optional fields as an array.

Items Value:"user_can_edit"
Bodyapplication/jsonrequired
expenseobject
{ "expense": { "workspace_id": 0, "date": "2019-08-24", "expense_category_id": 0, "category": "string", "amount_in_cents": 0, "foreign_exchange_amount": { "source_value": "string", "source_currency": "string" }, "user_id": 0, "notes": "string", "billable": true, "receipt_id": 0, "story_id": 0, "expense_budget_id": 0, "external_reference": { "service_name": "string", "service_model": "string", "service_model_ref": "string", "status": "string", "external_message": "string", "external_link": "string", "external_status": "string", "locked": true } } }

Responses

Expense has been updated.

Bodyapplication/json
countinteger, (int32)
metaobject
resultsArray of objects
expensesobject
external_referencesobject
storiesobject
workspacesobject
usersobject
attachmentsobject
expense_report_submissionsobject
expense_categoriesobject
rolesobject
vendorsobject
expense_budgetsobject
Response
{ "count": 0, "meta": { "count": 0, "page_count": 0, "page_number": 0, "page_size": 0 }, "results": [ { "key": "string", "id": "string" } ], "expenses": { "property1": { "active_submission_id": "string", "amount_in_cents": 0, "category": "string", "created_at": "2019-08-24T14:15:22Z", "currency": "string", "currency_base_unit": 0, "currency_symbol": "string", "date": "2019-08-24", "expense_budget_id": "string", "expense_category_id": "string", "external_reference_ids": [ "string" ], "foreign_exchange_amount": { "date": "2019-08-24T14:15:22Z", "rate": 0.1, "rate_source": "string", "source_currency": "string", "source_value": 0.1 }, "is_billable": true, "is_invoiced": true, "notes": "string", "receipt_id": "string", "recent_submission_id": "string", "reimbursable": true, "role_id": "string", "story_id": "string", "taxable": true, "updated_at": "2019-08-24T14:15:22Z", "user_can_edit": true, "user_id": "string", "vendor_id": "string", "workspace_id": "string" }, "property2": { "active_submission_id": "string", "amount_in_cents": 0, "category": "string", "created_at": "2019-08-24T14:15:22Z", "currency": "string", "currency_base_unit": 0, "currency_symbol": "string", "date": "2019-08-24", "expense_budget_id": "string", "expense_category_id": "string", "external_reference_ids": [ "string" ], "foreign_exchange_amount": { "date": "2019-08-24T14:15:22Z", "rate": 0.1, "rate_source": "string", "source_currency": "string", "source_value": 0.1 }, "is_billable": true, "is_invoiced": true, "notes": "string", "receipt_id": "string", "recent_submission_id": "string", "reimbursable": true, "role_id": "string", "story_id": "string", "taxable": true, "updated_at": "2019-08-24T14:15:22Z", "user_can_edit": true, "user_id": "string", "vendor_id": "string", "workspace_id": "string" } }, "external_references": { "property1": { "created_at": "2019-08-24T14:15:22Z", "external_link": "string", "external_message": "string", "external_status": "string", "last_synced_at": "2019-08-24T14:15:22Z", "locked": true, "service_model": "string", "service_model_ref": "string", "service_name": "string", "status": "string", "subject_id": 0, "subject_ref": { "key": "string", "id": "string" }, "subject_type": "string", "updated_at": "2019-08-24T14:15:22Z" }, "property2": { "created_at": "2019-08-24T14:15:22Z", "external_link": "string", "external_message": "string", "external_status": "string", "last_synced_at": "2019-08-24T14:15:22Z", "locked": true, "service_model": "string", "service_model_ref": "string", "service_name": "string", "status": "string", "subject_id": 0, "subject_ref": { "key": "string", "id": "string" }, "subject_type": "string", "updated_at": "2019-08-24T14:15:22Z" } }, "stories": { "property1": { "ancestor_ids": [ "string" ], "ancestry_depth": 0, "archived": true, "archived_editable": true, "assigned_role_id": "string", "assignee_ids": [ "string" ], "assignment_timestamped_at": "2019-08-24T14:15:22Z", "attachment_ids": [ "string" ], "billable": true, "budget_estimate_in_cents": 0, "budget_used_in_cents": 0, "can_align_time": true, "can_edit": true, "can_post": true, "created_at": "2019-08-24T14:15:22Z", "creator_id": "string", "current_assignment_ids": [ "string" ], "custom_field_value_ids": [ "string" ], "custom_task_status_id": 0, "deleted_at": "2019-08-24T14:15:22Z", "descendant_ids": [ "string" ], "description": "string", "due_date": "2019-08-24", "external_reference_ids": [ "string" ], "fixed_fee": true, "follower_ids": [ "string" ], "formatted_description": "string", "google_document_ids": [ "string" ], "has_out_of_bounds_sads": true, "invoiced_balance_in_cents": 0, "is_time_trackable_type": true, "logged_billable_time_in_minutes": 0, "logged_nonbillable_time_in_minutes": 0, "parent_id": "string", "parsed_description": "string", "percentage_complete": 0, "position": 0, "potential_workspace_resource_ids": [ "string" ], "potential_workspace_resources_with_unnamed_ids": [ "string" ], "priority": 0, "project_plan": true, "read_only": true, "render_description_markdown": true, "reply_ids": [ "string" ], "root_id": "string", "source_dependency_ids": [ "string" ], "start_date": "2019-08-24", "state": "string", "status": "string", "story_state_change_ids": [ "string" ], "story_task_ids": [ "string" ], "story_type": "string", "sub_stories_billable_time_in_minutes": 0, "sub_stories_budget_estimate_in_cents": 0, "sub_stories_budget_used_in_cents": 0, "sub_stories_time_estimate_in_minutes": 0, "sub_story_count": 0, "sub_story_ids": [ "string" ], "subtree_depth": 0, "tag_ids": [ "string" ], "target_dependency_ids": [ "string" ], "time_estimate_in_minutes": 0, "time_trackable": true, "title": "string", "uninvoiced_balance_in_cents": 0, "updated_at": "2019-08-24T14:15:22Z", "weight": 0, "workspace_id": "string", "workspace_resource_ids": [ "string" ], "workspace_resources_with_unnamed_ids": [ "string" ] }, "property2": { "ancestor_ids": [ "string" ], "ancestry_depth": 0, "archived": true, "archived_editable": true, "assigned_role_id": "string", "assignee_ids": [ "string" ], "assignment_timestamped_at": "2019-08-24T14:15:22Z", "attachment_ids": [ "string" ], "billable": true, "budget_estimate_in_cents": 0, "budget_used_in_cents": 0, "can_align_time": true, "can_edit": true, "can_post": true, "created_at": "2019-08-24T14:15:22Z", "creator_id": "string", "current_assignment_ids": [ "string" ], "custom_field_value_ids": [ "string" ], "custom_task_status_id": 0, "deleted_at": "2019-08-24T14:15:22Z", "descendant_ids": [ "string" ], "description": "string", "due_date": "2019-08-24", "external_reference_ids": [ "string" ], "fixed_fee": true, "follower_ids": [ "string" ], "formatted_description": "string", "google_document_ids": [ "string" ], "has_out_of_bounds_sads": true, "invoiced_balance_in_cents": 0, "is_time_trackable_type": true, "logged_billable_time_in_minutes": 0, "logged_nonbillable_time_in_minutes": 0, "parent_id": "string", "parsed_description": "string", "percentage_complete": 0, "position": 0, "potential_workspace_resource_ids": [ "string" ], "potential_workspace_resources_with_unnamed_ids": [ "string" ], "priority": 0, "project_plan": true, "read_only": true, "render_description_markdown": true, "reply_ids": [ "string" ], "root_id": "string", "source_dependency_ids": [ "string" ], "start_date": "2019-08-24", "state": "string", "status": "string", "story_state_change_ids": [ "string" ], "story_task_ids": [ "string" ], "story_type": "string", "sub_stories_billable_time_in_minutes": 0, "sub_stories_budget_estimate_in_cents": 0, "sub_stories_budget_used_in_cents": 0, "sub_stories_time_estimate_in_minutes": 0, "sub_story_count": 0, "sub_story_ids": [ "string" ], "subtree_depth": 0, "tag_ids": [ "string" ], "target_dependency_ids": [ "string" ], "time_estimate_in_minutes": 0, "time_trackable": true, "title": "string", "uninvoiced_balance_in_cents": 0, "updated_at": "2019-08-24T14:15:22Z", "weight": 0, "workspace_id": "string", "workspace_resource_ids": [ "string" ], "workspace_resources_with_unnamed_ids": [ "string" ] } }, "workspaces": { "property1": { "access_level": "string", "account_color_id": "string", "account_id": 0, "account_insights_mapping_ids": [ "string" ], "actual_fees_includes_additional_line_items": true, "actual_fees_includes_expenses": true, "approver_id": "string", "approver_ids": [ "string" ], "archived": true, "billable_minutes": 0, "billing_milestone_ids": [ "string" ], "budget_remaining": "string", "budget_used": "string", "budget_used_in_cents": 0, "budgeted": true, "can_create_line_items": true, "can_invite": true, "change_orders_enabled": true, "client_lead_name": "string", "client_role_name": "string", "consultant_role_name": "string", "created_at": "2019-08-24T14:15:22Z", "creator_id": "string", "currency": "string", "currency_base_unit": 0, "currency_symbol": "string", "current_status_report_id": "string", "current_user_participation_id": "string", "custom_field_value_ids": [ "string" ], "default_rate": "string", "description": "string", "due_date": "2019-08-24", "effective_due_date": "2019-08-24", "estimated_minutes": 0, "exclude_archived_stories_percent_complete": true, "expenses_in_burn_rate": true, "external_link": { "url": "string", "text": "string" }, "external_reference_ids": [ "string" ], "financial_viewer_ids": [ "string" ], "has_active_expense_report_submissions": true, "has_active_timesheet_submissions": true, "has_budget_access": true, "incoming_email_address": "string", "lock_date": "2019-08-24", "minutes_logged": 0, "next_uncompleted_milestone_id": "string", "non_billable_minutes": 0, "over_budget": true, "participant_ids": [ "string" ], "participation_ids": [ "string" ], "percent_of_budget_used": 0, "percentage_complete": 0, "permissions": { "can_upload_files": true, "can_private_message": true, "can_join": true, "is_participant": true, "access_level": "string", "team_lead": true, "user_is_client": true, "can_change_price": true, "can_change_story_billable": true, "can_post": true, "can_edit": true, "restricted": true, "can_see_financials": true, "is_guest_on_project": true }, "possible_approver_ids": [ "string" ], "posts_require_privacy_decision": true, "price": "string", "price_in_cents": 0, "primary_counterpart_id": "string", "primary_maven_id": "string", "primary_workspace_group_id": "string", "provider_lead_name": "string", "rate_card_id": 0, "require_expense_approvals": true, "require_notes_on_time_entries": true, "require_time_approvals": true, "revenue_recognition_method_id": "string", "revenue_recognition_method_name": "string", "stage": "string", "start_date": "2019-08-24", "status": { "color": "string", "key": "string", "message": "string" }, "status_report_ids": [ "string" ], "stories_are_fixed_fee_by_default": true, "target_margin": 0.1, "task_status_set_id": "string", "task_status_set_name": "string", "task_statuses": [ "string" ], "tasks_default_non_billable": true, "time_trackable": true, "timesheet_submission_ids": [ "string" ], "title": "string", "total_expenses_in_cents": 0, "total_invoiced": "string", "total_minutes_approved": 0, "updated_at": "2019-08-24T14:15:22Z", "workspace_group_ids": [ "string" ], "workspace_invoice_preference_id": 0, "workspace_resource_ids": [ "string" ], "workspace_resources_with_unnamed_ids": [ "string" ] }, "property2": { "access_level": "string", "account_color_id": "string", "account_id": 0, "account_insights_mapping_ids": [ "string" ], "actual_fees_includes_additional_line_items": true, "actual_fees_includes_expenses": true, "approver_id": "string", "approver_ids": [ "string" ], "archived": true, "billable_minutes": 0, "billing_milestone_ids": [ "string" ], "budget_remaining": "string", "budget_used": "string", "budget_used_in_cents": 0, "budgeted": true, "can_create_line_items": true, "can_invite": true, "change_orders_enabled": true, "client_lead_name": "string", "client_role_name": "string", "consultant_role_name": "string", "created_at": "2019-08-24T14:15:22Z", "creator_id": "string", "currency": "string", "currency_base_unit": 0, "currency_symbol": "string", "current_status_report_id": "string", "current_user_participation_id": "string", "custom_field_value_ids": [ "string" ], "default_rate": "string", "description": "string", "due_date": "2019-08-24", "effective_due_date": "2019-08-24", "estimated_minutes": 0, "exclude_archived_stories_percent_complete": true, "expenses_in_burn_rate": true, "external_link": { "url": "string", "text": "string" }, "external_reference_ids": [ "string" ], "financial_viewer_ids": [ "string" ], "has_active_expense_report_submissions": true, "has_active_timesheet_submissions": true, "has_budget_access": true, "incoming_email_address": "string", "lock_date": "2019-08-24", "minutes_logged": 0, "next_uncompleted_milestone_id": "string", "non_billable_minutes": 0, "over_budget": true, "participant_ids": [ "string" ], "participation_ids": [ "string" ], "percent_of_budget_used": 0, "percentage_complete": 0, "permissions": { "can_upload_files": true, "can_private_message": true, "can_join": true, "is_participant": true, "access_level": "string", "team_lead": true, "user_is_client": true, "can_change_price": true, "can_change_story_billable": true, "can_post": true, "can_edit": true, "restricted": true, "can_see_financials": true, "is_guest_on_project": true }, "possible_approver_ids": [ "string" ], "posts_require_privacy_decision": true, "price": "string", "price_in_cents": 0, "primary_counterpart_id": "string", "primary_maven_id": "string", "primary_workspace_group_id": "string", "provider_lead_name": "string", "rate_card_id": 0, "require_expense_approvals": true, "require_notes_on_time_entries": true, "require_time_approvals": true, "revenue_recognition_method_id": "string", "revenue_recognition_method_name": "string", "stage": "string", "start_date": "2019-08-24", "status": { "color": "string", "key": "string", "message": "string" }, "status_report_ids": [ "string" ], "stories_are_fixed_fee_by_default": true, "target_margin": 0.1, "task_status_set_id": "string", "task_status_set_name": "string", "task_statuses": [ "string" ], "tasks_default_non_billable": true, "time_trackable": true, "timesheet_submission_ids": [ "string" ], "title": "string", "total_expenses_in_cents": 0, "total_invoiced": "string", "total_minutes_approved": 0, "updated_at": "2019-08-24T14:15:22Z", "workspace_group_ids": [ "string" ], "workspace_invoice_preference_id": 0, "workspace_resource_ids": [ "string" ], "workspace_resources_with_unnamed_ids": [ "string" ] } }, "users": { "property1": { "abbreviated_timezone": "string", "account_membership_id": "string", "bio": "string", "city": "string", "classification": "string", "country": "string", "custom_field_value_ids": [ "string" ], "email_address": "string", "external_reference_ids": [ "string" ], "full_name": "string", "headline": "string", "last_site_activity": "2019-08-24T14:15:22Z", "manager_id": "string", "photo_path": "string", "role_id": "string", "skill_ids": [ "string" ], "skill_membership_ids": [ "string" ], "state": "string", "website": "string", "work_sample_ids": [ "string" ] }, "property2": { "abbreviated_timezone": "string", "account_membership_id": "string", "bio": "string", "city": "string", "classification": "string", "country": "string", "custom_field_value_ids": [ "string" ], "email_address": "string", "external_reference_ids": [ "string" ], "full_name": "string", "headline": "string", "last_site_activity": "2019-08-24T14:15:22Z", "manager_id": "string", "photo_path": "string", "role_id": "string", "skill_ids": [ "string" ], "skill_membership_ids": [ "string" ], "state": "string", "website": "string", "work_sample_ids": [ "string" ] } }, "attachments": { "property1": { "created_at": "2019-08-24T14:15:22Z", "creator_name": "string", "deletable": true, "deleted_at": "2019-08-24T14:15:22Z", "filename": "string", "filesize": 0, "previewable": true, "updated_at": "2019-08-24T14:15:22Z", "url": "string", "view_in_new_tab": true }, "property2": { "created_at": "2019-08-24T14:15:22Z", "creator_name": "string", "deletable": true, "deleted_at": "2019-08-24T14:15:22Z", "filename": "string", "filesize": 0, "previewable": true, "updated_at": "2019-08-24T14:15:22Z", "url": "string", "view_in_new_tab": true } }, "expense_report_submissions": { "property1": { "comment": "string", "created_at": "2019-08-24T14:15:22Z", "currency": "string", "currency_base_unit": 0, "currency_symbol": "string", "current_resolution_created_at_date": "2019-08-24T14:15:22Z", "current_resolution_creator_id": 0, "current_resolution_description": "string", "expense_ids": [ "string" ], "external_reference_ids": [ "string" ], "line_item_total_formatted": "string", "line_item_total_in_cents": 0, "locked": true, "permissions": { "can_cancel_submission": true, "can_approve_submission": true, "can_reject_submission": true, "can_resubmit_submission": true }, "resolution_description": "string", "resolution_ids": [ "string" ], "status": "string", "title": "string", "type": "string", "updated_at": "2019-08-24T14:15:22Z", "user_id": "string", "workspace_id": "string" }, "property2": { "comment": "string", "created_at": "2019-08-24T14:15:22Z", "currency": "string", "currency_base_unit": 0, "currency_symbol": "string", "current_resolution_created_at_date": "2019-08-24T14:15:22Z", "current_resolution_creator_id": 0, "current_resolution_description": "string", "expense_ids": [ "string" ], "external_reference_ids": [ "string" ], "line_item_total_formatted": "string", "line_item_total_in_cents": 0, "locked": true, "permissions": { "can_cancel_submission": true, "can_approve_submission": true, "can_reject_submission": true, "can_resubmit_submission": true }, "resolution_description": "string", "resolution_ids": [ "string" ], "status": "string", "title": "string", "type": "string", "updated_at": "2019-08-24T14:15:22Z", "user_id": "string", "workspace_id": "string" } }, "expense_categories": { "property1": { "deleted_at": "2019-08-24T14:15:22Z", "name": "string" }, "property2": { "deleted_at": "2019-08-24T14:15:22Z", "name": "string" } }, "roles": { "property1": { "created_at": "2019-08-24T14:15:22Z", "deleted_at": "2019-08-24T14:15:22Z", "external_reference_ids": [ "string" ], "name": "string", "updated_at": "2019-08-24T14:15:22Z" }, "property2": { "created_at": "2019-08-24T14:15:22Z", "deleted_at": "2019-08-24T14:15:22Z", "external_reference_ids": [ "string" ], "name": "string", "updated_at": "2019-08-24T14:15:22Z" } }, "vendors": { "property1": { "archived": true, "external_reference_ids": [ "string" ], "externally_managed": true, "in_use": true, "name": "string" }, "property2": { "archived": true, "external_reference_ids": [ "string" ], "externally_managed": true, "in_use": true, "name": "string" } }, "expense_budgets": { "property1": { "billable": true, "burns_budget": true, "cost_per_unit_in_subunits": 0, "description": "string", "expected_by": "2019-08-24", "expense_ids": [ "string" ], "external_reference_ids": [ "string" ], "fixed_fee": true, "fixed_fee_item_ids": [ "string" ], "markup_per_unit_in_subunits": 0, "markup_percentage": 0.1, "markup_type": "string", "quantity": 0, "story_id": 0, "title": "string", "workspace_id": 0 }, "property2": { "billable": true, "burns_budget": true, "cost_per_unit_in_subunits": 0, "description": "string", "expected_by": "2019-08-24", "expense_ids": [ "string" ], "external_reference_ids": [ "string" ], "fixed_fee": true, "fixed_fee_item_ids": [ "string" ], "markup_per_unit_in_subunits": 0, "markup_percentage": 0.1, "markup_type": "string", "quantity": 0, "story_id": 0, "title": "string", "workspace_id": 0 } } }