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autotask_create_expense_item

Add expense items to existing expense reports in Autotask PSA by specifying details like amount, date, category, and description.

Instructions

Create an expense item on an existing expense report

Input Schema

TableJSON Schema
NameRequiredDescriptionDefault
expenseReportIdYesThe expense report ID to add the item to
descriptionYesLine item description
expenseDateYesDate of expense (YYYY-MM-DD format)
expenseCategoryYesExpense category picklist ID
amountYesExpense amount
companyIdNoAssociated company ID (0 for internal)
haveReceiptNoWhether a receipt is attached
isBillableToCompanyNoWhether billable to company
isReimbursableNoWhether this expense is reimbursable
paymentTypeNoPayment type picklist ID
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