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Expense Endpoints

API endpoints for expense tracking, income management, and recurring expenses.

Expenses​

List Expenses​

GET /api/expense?take=20&skip=0&startDate=2024-01-01&endDate=2024-01-31
Authorization: Bearer {token}

Response (200 OK):

{
  "items": [
    {
      "id": "...",
      "amount": 250.0,
      "currency": "USD",
      "valueDate": "2024-01-15T00:00:00.000Z",
      "notes": "Office supplies",
      "purpose": "Office",
      "vendor": { "name": "Office Depot" },
      "category": { "name": "Supplies" },
      "status": "REPORTED",
      "organizationId": "..."
    }
  ],
  "total": 30
}

Create Expense​

POST /api/expense
Authorization: Bearer {token}
Content-Type: application/json

{
  "amount": 250.00,
  "currency": "USD",
  "valueDate": "2024-01-15",
  "notes": "Office supplies",
  "purpose": "Office",
  "typeOfExpense": "BILLABLE_TO_CONTACT",
  "categoryId": "category-uuid",
  "vendorId": "vendor-uuid",
  "organizationId": "org-uuid"
}

Expense Statuses​

StatusDescription
REPORTEDExpense reported
INVOICEDIncluded in an invoice
PAIDReimbursed

Expense Types​

TypeDescription
BILLABLE_TO_CONTACTBill to client
NON_BILLABLEInternal expense
TAX_DEDUCTIBLETax-deductible expense

Income​

List Income​

GET /api/income?take=20&skip=0
Authorization: Bearer {token}

Create Income​

POST /api/income
Authorization: Bearer {token}
Content-Type: application/json

{
  "amount": 5000.00,
  "currency": "USD",
  "valueDate": "2024-01-15",
  "notes": "Client payment for January",
  "clientId": "contact-uuid",
  "organizationId": "org-uuid"
}

Expense Categories​

List Categories​

GET /api/expense-categories
Authorization: Bearer {token}

Create Category​

POST /api/expense-categories
Authorization: Bearer {token}
Content-Type: application/json

{
  "name": "Travel",
  "organizationId": "org-uuid"
}

Organization Recurring Expenses​

List Recurring Expenses​

GET /api/organization-recurring-expense?where[organizationId]={org-id}
Authorization: Bearer {token}

Create Recurring Expense​

POST /api/organization-recurring-expense
Authorization: Bearer {token}
Content-Type: application/json

{
  "categoryName": "Cloud Hosting",
  "value": 500,
  "currency": "USD",
  "startDate": "2024-01-01",
  "organizationId": "org-uuid"
}