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Expense & Income Entities

Entities for expense tracking, income records, expense categories, and recurring expenses.

Expense

ColumnTypeDescription
amountnumberExpense amount
currencystringCurrency code
valueDateDateDate of expense
notesstring?Notes
typeOfExpenseenum?BILLABLE_TO_CONTACT, NON_BILLABLE, REIMBURSABLE
statusenum?REPORTED, INVOICED, etc.
purposestring?Purpose description
taxTypeenum?Tax type
taxLabelstring?Tax label
rateValuenumber?Tax rate
receiptstring?Receipt image URL
splitExpenseboolean?Split across members
referencestring?Reference number
categoryIdUUID?FK to expense category
employeeIdUUID?FK to employee
vendorIdUUID?FK to organization vendor
projectIdUUID?FK to project

Income

ColumnTypeDescription
amountnumberIncome amount
currencystringCurrency code
valueDateDateDate of income
notesstring?Notes
isBonusboolean?Bonus flag
referencestring?Reference number
clientIdUUID?FK to contact
employeeIdUUID?FK to employee

ExpenseCategory

ColumnTypeDescription
namestringCategory name

OrganizationRecurringExpense

ColumnTypeDescription
categoryNamestringCategory name
valuenumberAmount
currencystringCurrency code
startDateDateStart date
endDateDate?End date
splitExpensebooleanSplit across org