Record expense
clio_expense_createRecord an expense on a matter using date, unit price, quantity, note, and optional expense category. Preview the write first, then confirm with the preview token.
Instructions
Records an expense (ExpenseEntry) on a matter: date, amount (price × quantity), description, optionally expense category. Write operation – preview first, then confirm with the token from the preview.
Input Schema
| Name | Required | Description | Default |
|---|---|---|---|
| date | Yes | ||
| note | Yes | ||
| price | Yes | Unit price | |
| confirm | No | confirm=true performs the write. Use it directly when the user's request contains everything needed; call without confirm (preview) only when you want to check the data first or something is unclear. | |
| quantity | No | Quantity, default 1 | |
| matter_id | Yes | ||
| non_billable | No | ||
| expense_category_id | No |