create_expense_report

Create and submit expense reports in Autotask PSA by specifying submitter details, report name, description, and week ending date.

Instructions

Create a new expense report

Input Schema

TableJSON Schema

Name	Required	Description
`name`	No	Expense report name
`description`	No	Expense report description
`submitterId`	Yes	The resource ID of the submitter
`weekEndingDate`	No	Week ending date (YYYY-MM-DD format)

Implementation Reference

src/handlers/tool.handler.ts:769-794 (registration)

Tool registration in listTools() method, defining the name, description, and input schema for create_expense_report

{
  name: 'create_expense_report',
  description: 'Create a new expense report',
  inputSchema: {
    type: 'object',
    properties: {
      name: {
        type: 'string',
        description: 'Expense report name'
      },
      description: {
        type: 'string',
        description: 'Expense report description'
      },
      submitterId: {
        type: 'number',
        description: 'The resource ID of the submitter'
      },
      weekEndingDate: {
        type: 'string',
        description: 'Week ending date (YYYY-MM-DD format)'
      }
    },
    required: ['submitterId']
  }
},

src/handlers/tool.handler.ts:1260-1268 (handler)

Handler dispatch in callTool() switch statement that maps arguments and calls autotaskService.createExpenseReport

case 'create_expense_report':
  result = await this.autotaskService.createExpenseReport({
    name: args.name,
    description: args.description,
    submitterID: args.submitterId,
    weekEndingDate: args.weekEndingDate
  });
  message = `Successfully created expense report with ID: ${result}`;
  break;

src/services/autotask.service.ts:1477-1490 (handler)

Core implementation of createExpenseReport that initializes the Autotask client and calls the autotask-node library's expenses.create method to perform the API operation.

async createExpenseReport(report: Partial<AutotaskExpenseReport>): Promise<number> {
  const client = await this.ensureClient();
  
  try {
    this.logger.debug('Creating expense report:', report);
    const result = await client.expenses.create(report as any);
    const reportId = (result.data as any)?.id;
    this.logger.info(`Expense report created with ID: ${reportId}`);
    return reportId;
  } catch (error) {
    this.logger.error('Failed to create expense report:', error);
    throw error;
  }
}

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