edit_expense
Modify an existing expense purchase by updating its date, memo, payment account, line items, or vendor. Cannot change payment type after creation.
Instructions
Modify an existing expense (Purchase). Can update date, memo, payment account, and/or lines. Note: PaymentType (Cash/Check/CreditCard) cannot be changed after creation.
Input Schema
| Name | Required | Description | Default |
|---|---|---|---|
| id | Yes | Expense (Purchase) ID to edit | |
| txn_date | No | New transaction date in YYYY-MM-DD format (optional) | |
| memo | No | New private memo (optional) | |
| payment_account | No | New payment account name/number (Bank or Credit Card account) | |
| lines | No | Line modifications. Provide line_id to update existing, omit to add new. | |
| department_name | No | Header-level department/location name (auto-resolved to ID) | |
| entity_name | No | Payee/vendor display name (e.g., 'Cozzini Bros., Inc.'). Will be looked up to get ID. | |
| entity_id | No | Payee/vendor ID (use if you already know it, otherwise use entity_name) | |
| draft | No | If true, validate and show preview without saving (default: true) |