Create expense

Creates a new manual expense.

Validates the expense date against the lock period and rejects creation if the date is locked.

Required fields: name, expenseDate, categoryId, chargeableAmount, currency, paymentShareAmountType, revenueShareAmountType, shares, and shareOption. Either owners or listingIds must be provided (mutually exclusive).

Type (owner_charge or pmc_expense) is optional. If omitted, it is derived from the shares array: PMC_EXPENSE when PMC pays (or both PMC and Owner pay), OWNER_CHARGE when only Owner pays. If provided, it must match the calculated type from shares.

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Body Params
string
enum

Expense type. If not provided, will be automatically calculated from shares array. If provided, must match the calculated type from shares.

Allowed:
string
required
length ≤ 255
string
required

Date of the expense in ISO 8601 format (YYYY-MM-DD)

string
required
string
length ≤ 255
number
required
string
required
length ≤ 3
string
enum
required
Allowed:
string
enum
required
Allowed:
string
enum

Legacy; prefer taxCategoryId when specifying tax category.

Allowed:
string
string
length ≤ 255
string
length ≤ 255
string
enum
Allowed:
number
0 to 1

Tax amount as a decimal between 0 and 1 (e.g., 0.2 for 20%)

taxPayeeTypes
array of strings

Business entity types that pay the tax (e.g., ["OWNER"], ["OWNER", "PMC"])

boolean
string
string
string
length ≤ 255

A unique identifier that serves as a reference to an external object. This ID can be used to link the current resource to a related entity in another system

owners
array of objects

Required when listingIds property is not in use. Can only be provided when OWNER has a payment share in the shares array.

owners
listingIds
array of strings

Required when owners property is not in use. Each item must be a valid MongoDB ObjectId.

listingIds
shares
array of objects
required
shares*
string
enum
required
Allowed:
attachments
array of objects

Array of expense attachments

attachments
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