Excel Add-In for Xero

Build 22.0.8479

ExpenseClaims

Query, insert and update expense claims for a Xero organisation.

Table Specific Information

The ExpenseClaims table allows you to SELECT, INSERT, and UPDATE expense claims for a Xero organization.

SELECT

The Xero API allows extensive filtering and ordering. You can define WHERE and ORDER BY clauses in a query to filter and order the results using any non-line-item column.

Note: The Xero API does not support filtering on line items or journal lines.

INSERT

To create a new expense claim record, the UserId field must be defined; in addition, at least one ReceiptId must be specified. One can be provided either via the ReceiptId column:

INSERT INTO ExpenseClaims(UserId, ReceiptId) VALUES (
  'XXXXX-XXXXX-XXXXX-XXXXX', 'YYYYY-YYYYY-YYYYY-YYYYY'
)

Multiple may also be specified by including them in the ReceiptAggregate:

INSERT INTO ExpenseClaims(UserId, ReceiptAggregate) VALUES (
  'XXXXX-XXXXX-XXXXX-XXXXX',
  '<Receipt><ReceiptID>YYYYY-YYYYY-YYYYY-YYYYY</ReceiptID></Receipt> <Receipt><ReceiptID>ZZZZZ-ZZZZZ-ZZZZZ-ZZZZZ</ReceiptID></Receipt>'
)

Update

You can update any field that is not read-only.

Note: Update operations will count as two operations against the Xero API. One is required to retrieve the existing record, and another to update the record with new data.

Columns

Name Type ReadOnly Description
ExpenseClaimId [KEY] String True

The unique identifier of the expense claim.

UserId String False

The Id of the associated user.

ReceiptAggregate String False

Used to define Receipt rows using XML values. Should be provided on INSERT only.

ReceiptId String False

The Id of the receipt.

Status String True

The status code for the expense claim. The valid values are SUBMITTED, AUTHORISED, and PAID.

UpdatedDateUTC Datetime True

The date when the expense claim was last updated.

Total Decimal True

The total amount of an expense claim being paid.

AmountDue Decimal True

The amount due to be paid for an expense claim.

AmountPaid Decimal True

The amount still to pay for an expense claim.

PaymentDueDate Date True

The date when the expense claim is due to be paid.

ReportingDate Date True

The date the expense claim will be reported in Xero.

TenantId String False

The ID of the tenant to query instead of the connection tenant

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Build 22.0.8479