How to access Expense object via XML worksheet

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This article provides the information about how to access the Expense object via XML worksheet.

For Expense, you can use XML request for the following:

Inserting Expenses
Updating Expenses
Deleting Expenses
Posting and Voiding Expenses

Expense

Inserting Expense

Here is an example XML request to add new expense in TeamConnect via XML worksheet:

<TeamConnectRequest>
<Authentication>
    <Username>george</Username>
    <Password>password</Password>
</Authentication>
<Expense op="insert" action="postTransaction">
    <ShortDescription>Dinner with Clients</ShortDescription>
    <ExpenseDate>2005-07-05</ExpenseDate>
    <ExpensedBy>george</ExpensedBy>
    <DefaultCategory>EXPE_ACCO</DefaultCategory>
    <UnitPrice>$34.00</UnitPrice>
    <Quantity>1</Quantity>
    <Project keymap="Name">Samantha Palmer Home Owner Claim</Project>
    <Contact keymap="NumberString">Emp035295</Contact>
    <SecurityTypeIID>0</SecurityTypeIID>
</Expense>
</TeamConnectRequest>

Updating Expenses

Here is an example XML request to update an expense in TeamConnect via XML worksheet:

Note: If the TeamConnect administrator has activated a Duplicate expense Record Manager filter, you may not be able to update Expense with certain duplicate field values. For more information, see (optional) OverrideDuplicateCheck and the System Administration chapter of the Administration Guide.

<TeamConnectRequest>
<Authentication>
    <Username>george</Username>
    <Password>password</Password>
</Authentication>
<Expense op="update" ShortDescription="Dinner with Clients">
    <UnitPrice>$14.00</UnitPrice>
</Expense>
</TeamConnectRequest>

Deleting Expenses

Here is an example XML request to delete an expense in TeamConnect via XML worksheet:

Note: You can only delete voided expenses

<TeamConnectRequest>
<Authentication>
    <Username>george</Username>
    <Password>password</Password>
</Authentication>
<Expense op="delete" ShortDescription="Dinner with Clients"/>
</TeamConnectRequest>

Posting and Voiding Expenses

Here is an example XML request to delete expense relations in TeamConnect via XML worksheet:

<TeamConnectRequest>
<Authentication>
    <Username>george</Username>
    <Password>password</Password>
</Authentication>
<Expense op="update" ShortDescription="Dinner with Clients" action="postTransaction"/>
<Expense op="update" ShortDescription="Dinner with Prospective Clients" action="voidTransaction"/>
</TeamConnectRequest>