Create expense
create_expenseRecords an expense with amount, date, vendor, project, cost type, and billable status so the cost appears in that project's job costing.
Instructions
Records an expense (receipt, purchase, fee) with amount, date, vendor and project.
Enters an expense in Contractor Foreman as the signed-in user: name, amount, date, vendor, project, cost type, reason and whether it is billable to the customer. The project is required by the app, and the expense shows in that project's job costing. No receipt file is attached. Returns the saved expense.
Input Schema
| Name | Required | Description | Default |
|---|---|---|---|
| date | No | YYYY-MM-DD. Default: today. | |
| name | Yes | What was bought or paid. | |
| type | No | material | |
| amount | Yes | In the account currency. | |
| reason | No | ||
| billable | No | Bill it on to the customer. | |
| vendor_id | No | The vendor's contact_id (list_contacts type vendor). | |
| project_id | Yes | The project the cost belongs to (list_projects). The app refuses an expense without one. |