Expense Template

The Expense Template includes fields essential for documenting expense details, customer and vendor information, and calculated values.

This section details the expense document and its line items.

Field	Description
expense.documentNo	The unique number assigned to each expense document.
expense.documentDate	The date the expense document was created.
line.item.code	The code associated with the item in the line.
line.itemDescription	A description of the item or line; defaults to the item’s name if no description is provided.
line.quantity	The quantity of units involved in the transaction.
line.price	The unit price of goods or services, excluding tax and discounts.
line.amount	The final price the customer pays for the item, inclusive of applicable taxes.
line.measure.name	The measurement unit for the quantity, applicable if isMeasureLine is enabled.
expense.baseAmount	The total amount before applying VAT.
expense.tax	The VAT rate applied to the expense.
expense.taxAmount	The amount of VAT applied to the expense.
expense.amount	The total amount after VAT, representing the customer’s payable amount.
expense.note	Additional comments or notes added to the expense document.

This section captures information about the customer and their financial and contact details.

Field	Description
financialInformation.name	The customer’s full name, which can refer to an individual or a company.
financialInformation.country	The country associated with the customer’s address.
financialInformation.city	The city associated with the customer’s address.
financialInformation.address1	A more detailed breakdown of the customer’s address.
financialInformation.identifierNationalId	The customer’s unique identification number (if available).
financialInformation.identifierTaxId	The customer’s VAT identification number (if available).
financialInformation.responsiblePerson	The person financially liable for the customer’s account (if applicable).

This section includes details about the vendor involved in the expense transaction.

Field	Description
vendorFinancialInformation.name	The vendor’s full name, which can refer to an individual or a company.
vendorFinancialInformation.country	The country associated with the vendor’s address.
vendorFinancialInformation.city	The city associated with the vendor’s address.
vendorFinancialInformation.address1	A more detailed breakdown of the vendor’s address.
vendorFinancialInformation.identifierNationalId	The vendor’s unique identification number (if available).
vendorFinancialInformation.identifierTaxId	The vendor’s VAT identification number (if available).
vendorFinancialInformation.responsiblePerson	The person financially liable for the vendor’s account (if applicable).

Expense Template

The Expense Template includes fields essential for documenting expense details, customer and vendor information, and calculated values.

Header and Line Data

This section details the expense document and its line items.

Field	Description
expense.documentNo	The unique number assigned to each expense document.
expense.documentDate	The date the expense document was created.
line.item.code	The code associated with the item in the line.
line.itemDescription	A description of the item or line; defaults to the item’s name if no description is provided.
line.quantity	The quantity of units involved in the transaction.
line.price	The unit price of goods or services, excluding tax and discounts.
line.amount	The final price the customer pays for the item, inclusive of applicable taxes.
line.measure.name	The measurement unit for the quantity, applicable if isMeasureLine is enabled.
expense.baseAmount	The total amount before applying VAT.
expense.tax	The VAT rate applied to the expense.
expense.taxAmount	The amount of VAT applied to the expense.
expense.amount	The total amount after VAT, representing the customer’s payable amount.
expense.note	Additional comments or notes added to the expense document.

Account, Customer, and Address Data

This section captures information about the customer and their financial and contact details.

Field	Description
financialInformation.name	The customer’s full name, which can refer to an individual or a company.
financialInformation.country	The country associated with the customer’s address.
financialInformation.city	The city associated with the customer’s address.
financialInformation.address1	A more detailed breakdown of the customer’s address.
financialInformation.identifierNationalId	The customer’s unique identification number (if available).
financialInformation.identifierTaxId	The customer’s VAT identification number (if available).
financialInformation.responsiblePerson	The person financially liable for the customer’s account (if applicable).

Vendor Data

This section includes details about the vendor involved in the expense transaction.

Field	Description
vendorFinancialInformation.name	The vendor’s full name, which can refer to an individual or a company.
vendorFinancialInformation.country	The country associated with the vendor’s address.
vendorFinancialInformation.city	The city associated with the vendor’s address.
vendorFinancialInformation.address1	A more detailed breakdown of the vendor’s address.
vendorFinancialInformation.identifierNationalId	The vendor’s unique identification number (if available).
vendorFinancialInformation.identifierTaxId	The vendor’s VAT identification number (if available).
vendorFinancialInformation.responsiblePerson	The person financially liable for the vendor’s account (if applicable).