Contract expense templates

An expense template defines the schedule to recognize an expense amount for a contract or contract line over the contract term. You can create any number of expense templates and reuse them across contracts.

List Contract expense templates

get/objects/contracts/expense-template

Returns up to 100 object references from the collection with a key, ID, and link for each contract expense template. This operation is mostly for use in testing; use query to find objects that meet certain criteria and to specify properties that are returned.

SecurityOAuth2
Responses
200

OK

400

Bad Request

Request samples 
Response samples 
application/json
{
  • "ia::result": [
    • {
      • "key": "2",
      • "id": "EXPSTRAIGHTLINE_AUTO",
      • "href": "/objects/contracts/expense-template/2"
      }
    ],
  • "ia::meta": {
    • "totalCount": 1,
    • "start": 1,
    • "pageSize": 100,
    • "next": null,
    • "previous": null
    }
}
Create a contract expense template
post/objects/contracts/expense-template
Creates a new contract expense template.


SecurityOAuth2 
Request 
Request Body schema: application/json
required
Contract expense template to create


id
required
string
Name for the contract expense template. The identifier must be unique across revenue and expense templates.


 
 Example:  "EXPSTRAIGHTLINE_MAN"
description
string
Description of the expense template.


 
 Example:  "Expense straight line manual"
amortizationSchedulePeriod
string
 Default:  "monthly"
Amortization schedule period.


 Enum: "annually" "monthly" "quarterly" "semiAnnually"  
 Example:  "annually"
amortizationMethod
string
 Default:  "straightLine"
Amortization method.


    

  • straightLine - Expenses are allocated evenly over the expense recognition term. Partial periods are calculated as total schedule amount / total number of days in the expense recognition term * number of days in the partial period.
    • 

  • dailyRate - Expenses are allocated using a daily recognition rate: (total schedule amount / number of days in expense recognition term) * (number of days in month)
    • 

  • predefinedPercentages - Expenses are allocated based on a table of entries that map the period to recognize with the percentage of the expense amount to be recognized that period.
    • 



 Enum: "dailyRate" "predefinedPercentages" "straightLine"  
 Example:  "straightLine"
defaultPostingType
string
 Default:  "manual"
How the expense journal entries will be posted.


    

  • automatic - Intacct will automatically post the journal entry on each scheduled posting date.
    • 

  • manual - The user will manually post the journal entries when desired.
    • 



 Enum: "automatic" "manual"  
 Example:  "manual"
Array of objects
Contract expense template lines.


 
 Array 
periodOffset
string
The number of months in the future from the expense start date the corresponding percentage will post. Use 0 if you want the corresponding percentage to be posted in the month the expense starts.


This field is only applicable when amortizationMethod = predefinedPercentages.


 
 Example:  "2"
percentToRecognize
string <decimal-precision-8> 
The percentage of the expense amount that is posted at the corresponding number of months from the expense start date.


 
 Example:  "10.12312000"
object
The expense template that this line belongs to.


 
status
string
 Default:  "active"
Object status. Active objects are fully functional. Inactive objects are essentially hidden and cannot be used or referenced.


 Enum: "active" "inactive"  
 Example:  "active"
status
string
 Default:  "active"
Object status. Active objects are fully functional. Inactive objects are essentially hidden and cannot be used or referenced.


 Enum: "active" "inactive"  
 Example:  "active"
Responses 
201
Created


400
Bad Request


Request samples 
application/json
{
  • "id": "EXPSTRAIGHTLINE_MAN1",
  • "description": "Cont Expenses straighline Amortization  Monthly Manual",
  • "defaultPostingType": "manual",
  • "amortizationSchedulePeriod": "monthly",
  • "postingDay": 2,
  • "amortizationMethod": "straightLine"
}
Response samples 
application/json
{
  • "ia::result": {
    • "key": "26",
    • "id": "EXPSTRAIGHTLINE_MAN1",
    • "href": "/objects/contracts/expense-template/26"
    },
  • "ia::meta": {
    • "totalCount": 1
    }
}
Get a contract expense template
get/objects/contracts/expense-template/{key}
Returns detailed information for a specified contract expense template.


SecurityOAuth2 
Request 
path Parameters
key
required
string
System-assigned key for the contract expense template.


 
 Example:  1
Responses 
200
OK


400
Bad Request


Request samples 
Response samples 
application/json
{
  • "ia::result": {
    • "key": "1",
    • "id": "EXPSTRAIGHTLINE_MAN",
    • "description": "Cont Expenses straighline Amortization  Monthly Manual",
    • "defaultPostingType": "manual",
    • "amortizationSchedulePeriod": "monthly",
    • "postingDay": 1,
    • "amortizationMethod": "straightLine",
    • "status": "active",
    • "audit": {
      • "modifiedDateTime": "2016-05-13T18:22:57Z",
      • "createdDateTime": "2016-05-13T18:22:57Z",
      • "createdBy": "1",
      • "modifiedBy": "1"
      },
    • "lines": [ ],
    • "href": "/objects/contracts/expense-template/1"
    },
  • "ia::meta": {
    • "totalCount": 1,
    • "totalSuccess": 1,
    • "totalError": 0
    }
}
Update a contract expense template
patch/objects/contracts/expense-template/{key}
Updates an existing contract expense template by setting field values. Any fields not provided remain unchanged.


SecurityOAuth2 
Request 
path Parameters
key
required
string
System-assigned key for the contract expense template.


 
 Example:  1
Request Body schema: application/json
description
string
Description of the expense template.


 
 Example:  "Expense straight line manual"
amortizationSchedulePeriod
string
 Default:  "monthly"
Amortization schedule period.


 Enum: "annually" "monthly" "quarterly" "semiAnnually"  
 Example:  "annually"
amortizationMethod
string
 Default:  "straightLine"
Amortization method.


    

  • straightLine - Expenses are allocated evenly over the expense recognition term. Partial periods are calculated as total schedule amount / total number of days in the expense recognition term * number of days in the partial period.
    • 

  • dailyRate - Expenses are allocated using a daily recognition rate: (total schedule amount / number of days in expense recognition term) * (number of days in month)
    • 

  • predefinedPercentages - Expenses are allocated based on a table of entries that map the period to recognize with the percentage of the expense amount to be recognized that period.
    • 



 Enum: "dailyRate" "predefinedPercentages" "straightLine"  
 Example:  "straightLine"
defaultPostingType
string
 Default:  "manual"
How the expense journal entries will be posted.


    

  • automatic - Intacct will automatically post the journal entry on each scheduled posting date.
    • 

  • manual - The user will manually post the journal entries when desired.
    • 



 Enum: "automatic" "manual"  
 Example:  "manual"
Array of objects
Contract expense template lines.


 
 Array 
periodOffset
string
The number of months in the future from the expense start date the corresponding percentage will post. Use 0 if you want the corresponding percentage to be posted in the month the expense starts.


This field is only applicable when amortizationMethod = predefinedPercentages.


 
 Example:  "2"
percentToRecognize
string <decimal-precision-8> 
The percentage of the expense amount that is posted at the corresponding number of months from the expense start date.


 
 Example:  "10.12312000"
object
The expense template that this line belongs to.


 
status
string
 Default:  "active"
Object status. Active objects are fully functional. Inactive objects are essentially hidden and cannot be used or referenced.


 Enum: "active" "inactive"  
 Example:  "active"
status
string
 Default:  "active"
Object status. Active objects are fully functional. Inactive objects are essentially hidden and cannot be used or referenced.


 Enum: "active" "inactive"  
 Example:  "active"
Responses 
200
OK


400
Bad Request


Request samples 
application/json
{
  • "description": "Cont Expenses straighline Amortization  Monthly Manual",
  • "defaultPostingType": "manual",
  • "amortizationSchedulePeriod": "monthly",
  • "postingDay": 3,
  • "amortizationMethod": "straightLine"
}
Response samples 
application/json
{
  • "ia::result": {
    • "key": "27",
    • "id": "EXPSTRAIGHTLINE_1",
    • "href": "/objects/contracts/expense-template/27"
    },
  • "ia::meta": {
    • "totalCount": 1,
    • "totalSuccess": 1,
    • "totalError": 0
    }
}
Delete a contract expense template
delete/objects/contracts/expense-template/{key}
Deletes a contract expense template.


SecurityOAuth2 
Request 
path Parameters
key
required
string
System-assigned key for the contract expense template.


 
 Example:  1
Responses 
204
No Content


400
Bad Request


Request samples 
Response samples 
application/json
{
  • "ia::result": {
    • "ia::error": {
      • "code": "invalidRequest",
      • "message": "A POST request requires a payload",
      • "errorId": "REST-1028",
      • "additionalInfo": {
        },
      • "supportId": "Kxi78%7EZuyXBDEGVHD2UmO1phYXDQAAAAo"
      }
    },
  • "ia::meta": {
    • "totalCount": 1,
    • "totalSuccess": 0,
    • "totalError": 1
    }
}
Query expense templates
post/services/core/query
Use the query service to find expense templates that meet certain criteria and to specify the properties that are returned.


SecurityOAuth2 
Responses 
200
OK


400
Bad Request


Request samples 
Response samples 
application/json
{
  • "ia::result": {
    • "ia::error": {
      • "code": "invalidRequest",
      • "message": "A POST request requires a payload",
      • "errorId": "REST-1028",
      • "additionalInfo": {
        },
      • "supportId": "Kxi78%7EZuyXBDEGVHD2UmO1phYXDQAAAAo"
      }
    },
  • "ia::meta": {
    • "totalCount": 1,
    • "totalSuccess": 0,
    • "totalError": 1
    }
}