Expense Report
An expense report transaction records an employee's expenses for approval and conversion into a bill. The expense total remains in an unapproved expense account and has no accounting impact until the expense is approved by someone with accounting authority. After an expense report is approved, a bill is created and the expense amount is reflected on the books.
This transaction is available when the Estimates feature is enabled at Setup > Company > Enable Features, on the Employees subtab.
For more details about this type of transaction, see Expense Reporting.
The expense report record is defined in the tranEmp (employees) XSD.
Supported Operations
The following operations can be used with expense report records:
add | addList |attach / detach | delete | deleteList | get | getDeleted | getList | getSavedSearch | getSelectValue | search | update | updateList | upsert | upsertList
You can also use the asynchronous equivalents of SOAP web services list operations. For information about asynchronous operations, see SOAP Web Services Asynchronous Operations. For more information about request processing, see Synchronous Versus Asynchronous Request Processing.
Attach / detach is supported for file attachments.
Field Definitions
The SOAP Schema Browser includes definitions for all body fields, sublist fields, search filters, and search joins available to this record. For details, see the SOAP Schema Browser’s expense report reference page.
For information about using the SOAP Schema Browser, see SOAP Schema Browser.
Usage Notes
The account element depends on the previous setting of the accountingApproval field. The account is only available if the accountingApproval field is set, or if you are editing a previously approved expense report.
When working with the Expenses sublist, be aware of the following: The Rate and Quantity fields are available only for line items where the expense category record has the rateRequired field set to true. For more details on working with expense categories, see Expense Category and Expense Categories.