Expenses
Record and manage operating expenses for a Business.
Last updated 2026-09-01
What it is
Expenses capture Business spending for reporting and ops. The module supports create, update, list, detail, delete, and an expense dashboard for the UI.
Who can access
Members with expenses permissions, or Integration Applications with the expenses scope and required CRUD actions.
How to
In the product
- Open Expenses in the active Business
- Create an expense with the fields required by the form
- Update amounts or metadata as receipts are clarified
- Soft-delete records that should leave active lists
Via API
- Use
/api/expenseswith session cookie or Integration headers - Prefer list responses with limit/offset for sync jobs
Constraints
- Soft-delete is the common delete behavior
- No CSV export endpoint — request bulk export via support if needed
- Expense dashboard is oriented to the browser app