create_expense
Record a new expense in Moxie by providing amount, date, and description, with options to allocate to a client or vendor, set reimbursement, and add notes.
Instructions
Create a new expense record in Moxie
Input Schema
TableJSON Schema
| Name | Required | Description | Default |
|---|---|---|---|
| date | Yes | Expense date in ISO-8601 format (e.g., 2023-07-20T00:00:00.000+00:00) | |
| paid | No | Whether the expense has been paid or is due in the future | |
| notes | No | Additional notes about the expense | |
| amount | Yes | Expense amount | |
| billNo | No | Bill/reference number | |
| vendor | No | Exact match of a Vendor record name in Moxie | |
| category | No | Expense category | |
| currency | No | ISO 4217 currency code (e.g., USD, EUR). Defaults to workspace currency | |
| clientName | No | Exact match of a client record name to allocate this expense to | |
| description | Yes | Description of the expense | |
| reimbursable | No | Whether the expense is eligible for reimbursement through invoicing | |
| markupPercentage | No | Markup percentage for reimbursable expenses when applied to invoice |