Submit Expense Claims via API

This guide walks you through the full process of submitting an expense claim using the Expense Claims API. 

You’ll learn how to:

• Fetch available expense categories

• Add expenses under specific categories

• Submit those expenses as a claim

This article is intended for users with API access and valid permissions under the Expense module.

Prerequisites

Make sure the following are in place before you begin:

• A valid API authentication token

• Expense categories already set up in your system

• Expenses raised before initiating a claim

Steps

1. Get All Expense Categories

To start, retrieve the list of available expense categories.

1. Call the  Get all Expense Categories API.

2. The response will include all categories along with their IDs.

3. You’ll need the category ID to add an expense in the next step.
   
   Sample JSON response

2. Add an Expense

Once you have a category ID, you can add a new expense.

1. Prepare the request body with relevant fields for the selected category.

2. Note that required fields may vary by category.

3. Use the Adds an Expense claim to create the expense.

 

 

Sample CURL request for Adding expense

 

3. Submit Expense Claim

a) Get All Expenses

Before submitting a claim, identify the expenses you want to include.

1. Call the Get all Expenses  API.

2. Note the expense IDs from the response.

Now that you have the expense IDs:

1. Use the Submit Expense Claim API.

2. Provide the list of expense IDs along with claim metadata like date and remarks.
   
   

 

Options & Variants

• Category-specific fields: Each expense category may require different fields. For example:

  • Travel might require location and date

  • Meals might require bill attachment or vendor details

Field Reference / Parameters

Notes, Tips, Important, Warnings

• Tip: Always cross check the fields for the particular expense Category ID. The Category fields will vary from each category to category. For example, the fields for Accommodation expense category will vary from a Flight category.
• Important: Claims cannot be submitted unless expenses have already been added.
• Warning: Mismatched or invalid category IDs will cause the request to fail.

Examples & Use Cases

• Use Case 1: Submit a single-day trip expense with travel and meal charges.

• Use Case 2: Automate monthly employee reimbursements via scheduled API calls.

• Use Case 3: Build an internal dashboard to track expenses and claims in real-time.