Recurring Expenses AI Tools

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Create a recurring expense.
OAuth Scope : ZohoBooks.expenses.CREATE

Arguments

account_id

string

(Required)

Unique identifier of the expense account for the line item.

recurrence_name

string

(Required)

Name of the Recurring Expense. Max-length [100]

start_date

string

(Required)

Start date of the recurring expense. Expenses will not be generated for dates prior to the current date. Format [yyyy-mm-dd].

end_date

string

Date on which recurring expense has to expire. Can be left as empty to run forever. Format [yyyy-mm-dd].

recurrence_frequency

string

(Required)

Frequency at which the recurring expense is generated.

repeat_every

string

(Required)

Interval at which the recurring expense should repeat.

gst_no

string

🇮🇳 India

only

15 digit GST identification number of the vendor.

source_of_supply

string

🇮🇳 India

only

Place from where the goods/services are supplied. (If not given, place of contact given for the contact will be taken)

destination_of_supply

string

🇮🇳 India

only

Place where the goods/services are supplied to. (If not given, organisation's home state will be taken)

place_of_supply

string

GCC only

The place of supply is where a transaction is considered to have occurred for VAT purposes. For the supply of goods, the place of supply is the location of the goods when the supply occurs. For the supply of services, the place of supply should be where the supplier is established. (If not given, place of contact given for the contact will be taken)
Supported codes for UAE emirates are :
Abu Dhabi - AB,
Ajman - AJ,
Dubai - DU,
Fujairah - FU,
Ras al-Khaimah - RA,
Sharjah - SH,
Umm al-Quwain - UM.
Supported codes for the GCC countries are :
United Arab Emirates - AE,
Saudi Arabia - SA,
Bahrain - BH,
Kuwait - KW,
Oman - OM,
Qatar - QA.

reverse_charge_tax_id

string

🇮🇳 India

, GCC , 🇿🇦 South Africa

only

Enter reverse charge tax IDFor SouthAfrica edition:(Required if customer tax treatment is vat_registered)
Used to specify whether the transaction is applicable for Domestic Reverse Charge (DRC) or not.

location_id

string

Location ID

line_items

array

Unique identifier of the line item.

Show Sub-Attributes

line_item_id

string

ID of the line item

account_id

string

(Required)

Unique identifier of the expense account for the line item.

description

string

Search recurring expenses by description. Max-length [100]

amount

double

(Required)

Recurring Expense amount.

tax_id

string

ID of the tax.

item_order

string

Order in which the line item appears in the recurring expense.

product_type

string

🇬🇧 United Kingdom

, 🇿🇦 South Africa

only

Type of the expense. This denotes whether the expense is to be treated as a goods or service or capital asset purchase. Allowed Values:
For UK edition:digital_service, goods and service.
For SouthAfrica Edition: service, goods, capital_service and capital_goods

acquisition_vat_id

string

🇬🇧 United Kingdom

only

This is the ID of the tax applied in case this is an EU - goods expense and acquisition VAT needs to be reported.

reverse_charge_vat_id

string

🇮🇳 India

, 🇬🇧 United Kingdom

only

This is the ID of the tax applied in case this is a non UK - service expense and reverse charge VAT needs to be reported.

reverse_charge_tax_id

string

🇮🇳 India

, GCC , 🇿🇦 South Africa

only

Enter reverse charge tax IDFor SouthAfrica edition:(Required if customer tax treatment is vat_registered)
Used to specify whether the transaction is applicable for Domestic Reverse Charge (DRC) or not.

tax_exemption_code

string

🇮🇳 India

, 🇲🇽 Mexico

only

Enter the code for tax exemption

tax_exemption_id

string

🇮🇳 India

, 🇲🇽 Mexico

only

Enter ID of the tax exemption

tags

array

Reporting tags help organize and filter data across reports and enable detailed business intelligence analysis.

Show Sub-Attributes

tag_id

string

Tag's ID

tag_name

string

Tag's Name

tag_option_id

string

Tag Option's ID

tag_option_name

string

Tag Option's Name

is_tag_mandatory

boolean

Used to check if the tag is mandatory

amount

double

(Required)

Recurring Expense amount.

vat_treatment

string

🇬🇧 United Kingdom

only

VAT treatment for the expense. VAT treatment denotes the location of the vendor, if the vendor resides in UK then the VAT treatment is uk. If the vendor is in an EU country & VAT registered, you are resides in Northen Ireland and purchasing Goods then his VAT treatment is eu_vat_registered and if he resides outside the UK then his VAT treatment is overseas(For Pre Brexit, this can be split as eu_vat_registered, eu_vat_not_registered and non_eu).

tax_treatment

string

GCC , 🇲🇽 Mexico

, 🇰🇪 Kenya

, 🇿🇦 South Africa

only

VAT treatment for the recurring expense.Choose whether the contact falls under: vat_registered,vat_not_registered,gcc_vat_not_registered,gcc_vat_registered,non_gcc.
dz_vat_registered and dz_vat_not_registered are supported only for UAE.
For Kenya Edition: vat_registered ,vat_not_registered ,non_kenya(A business that is located outside Kenya).
For SouthAfrica Edition: vat_registered, vat_not_registered, overseas(A business that is located outside SouthAfrica).

product_type

string

🇬🇧 United Kingdom

, 🇿🇦 South Africa

only

Type of the expense. This denotes whether the expense is to be treated as a goods or service or capital asset purchase. Allowed Values:
For UK edition:digital_service, goods and service.
For SouthAfrica Edition: service, goods, capital_service and capital_goods

acquisition_vat_id

string

🇬🇧 United Kingdom

only

This is the ID of the tax applied in case this is an EU - goods expense and acquisition VAT needs to be reported.

reverse_charge_vat_id

string

🇮🇳 India

, 🇬🇧 United Kingdom

only

This is the ID of the tax applied in case this is a non UK - service expense and reverse charge VAT needs to be reported.

tax_id

string

ID of the tax.

is_inclusive_tax

boolean

Indicates whether the tax amount is inclusive in the expense amount.

is_billable

boolean

Indicates whether the expense is billable to a customer.

customer_id

string

Search expenses by customer id.

project_id

string

Unique identifier of the project associated with the recurring expense.

currency_id

string

Unique identifier of the currency used for the recurring expense.

exchange_rate

double

Exchange rate applied for the recurring expense currency.

custom_fields

array

Custom fields for a recurring-expense.

Show Sub-Attributes

customfield_id

string

Unique identifier of the custom field.

value

string

Value of the Custom Field

tags

array

Reporting tags help organize and filter data across reports and enable detailed business intelligence analysis.

Show Sub-Attributes

tag_id

string

Tag's ID

tag_option_id

string

Tag Option's ID

Query Parameters

A custom field will have unique values if it's configured to not accept duplicate values. Now, you can use that custom field's value to update a recurring expense by providing its API name in the X-Unique-Identifier-Key header and its value in the X-Unique-Identifier-Value header. Based on this value, the corresponding recurring expense will be retrieved and updated. Additionally, there is an optional X-Upsert header. If the X-Upsert header is true and the custom field's unique value is not found in any of the existing recurring expenses, a new recurring expense will be created if the necessary payload details are available
OAuth Scope : ZohoBooks.expenses.UPDATE

Arguments

account_id

string

(Required)

Unique identifier of the expense account for the line item.

recurrence_name

string

(Required)

Name of the Recurring Expense. Max-length [100]

start_date

string

(Required)

Start date of the recurring expense. Expenses will not be generated for dates prior to the current date. Format [yyyy-mm-dd].

end_date

string

Date on which recurring expense has to expire. Can be left as empty to run forever. Format [yyyy-mm-dd].

recurrence_frequency

string

(Required)

Frequency at which the recurring expense is generated.

repeat_every

string

(Required)

Interval at which the recurring expense should repeat.

gst_no

string

🇮🇳 India

only

15 digit GST identification number of the vendor.

source_of_supply

string

🇮🇳 India

only

Place from where the goods/services are supplied. (If not given, place of contact given for the contact will be taken)

destination_of_supply

string

🇮🇳 India

only

Place where the goods/services are supplied to. (If not given, organisation's home state will be taken)

place_of_supply

string

GCC only

The place of supply is where a transaction is considered to have occurred for VAT purposes. For the supply of goods, the place of supply is the location of the goods when the supply occurs. For the supply of services, the place of supply should be where the supplier is established. (If not given, place of contact given for the contact will be taken)
Supported codes for UAE emirates are :
Abu Dhabi - AB,
Ajman - AJ,
Dubai - DU,
Fujairah - FU,
Ras al-Khaimah - RA,
Sharjah - SH,
Umm al-Quwain - UM.
Supported codes for the GCC countries are :
United Arab Emirates - AE,
Saudi Arabia - SA,
Bahrain - BH,
Kuwait - KW,
Oman - OM,
Qatar - QA.

reverse_charge_tax_id

string

🇮🇳 India

, GCC , 🇿🇦 South Africa

only

Enter reverse charge tax IDFor SouthAfrica edition:(Required if customer tax treatment is vat_registered)
Used to specify whether the transaction is applicable for Domestic Reverse Charge (DRC) or not.

location_id

string

Location ID

line_items

array

Unique identifier of the line item.

Show Sub-Attributes

line_item_id

string

ID of the line item

account_id

string

(Required)

Unique identifier of the expense account for the line item.

description

string

Search recurring expenses by description. Max-length [100]

amount

double

(Required)

Recurring Expense amount.

tax_id

string

ID of the tax.

item_order

string

Order in which the line item appears in the recurring expense.

product_type

string

🇬🇧 United Kingdom

, 🇿🇦 South Africa

only

Type of the expense. This denotes whether the expense is to be treated as a goods or service or capital asset purchase. Allowed Values:
For UK edition:digital_service, goods and service.
For SouthAfrica Edition: service, goods, capital_service and capital_goods

acquisition_vat_id

string

🇬🇧 United Kingdom

only

This is the ID of the tax applied in case this is an EU - goods expense and acquisition VAT needs to be reported.

reverse_charge_vat_id

string

🇮🇳 India

, 🇬🇧 United Kingdom

only

This is the ID of the tax applied in case this is a non UK - service expense and reverse charge VAT needs to be reported.

reverse_charge_tax_id

string

🇮🇳 India

, GCC , 🇿🇦 South Africa

only

Enter reverse charge tax IDFor SouthAfrica edition:(Required if customer tax treatment is vat_registered)
Used to specify whether the transaction is applicable for Domestic Reverse Charge (DRC) or not.

tax_exemption_code

string

🇮🇳 India

, 🇲🇽 Mexico

only

Enter the code for tax exemption

tax_exemption_id

string

🇮🇳 India

, 🇲🇽 Mexico

only

Enter ID of the tax exemption

tags

array

Reporting tags help organize and filter data across reports and enable detailed business intelligence analysis.

Show Sub-Attributes

tag_id

string

Tag's ID

tag_name

string

Tag's Name

tag_option_id

string

Tag Option's ID

tag_option_name

string

Tag Option's Name

is_tag_mandatory

boolean

Used to check if the tag is mandatory

amount

double

(Required)

Recurring Expense amount.

vat_treatment

string

🇬🇧 United Kingdom

only

VAT treatment for the expense. VAT treatment denotes the location of the vendor, if the vendor resides in UK then the VAT treatment is uk. If the vendor is in an EU country & VAT registered, you are resides in Northen Ireland and purchasing Goods then his VAT treatment is eu_vat_registered and if he resides outside the UK then his VAT treatment is overseas(For Pre Brexit, this can be split as eu_vat_registered, eu_vat_not_registered and non_eu).

tax_treatment

string

GCC , 🇲🇽 Mexico

, 🇰🇪 Kenya

, 🇿🇦 South Africa

only

VAT treatment for the recurring expense.Choose whether the contact falls under: vat_registered,vat_not_registered,gcc_vat_not_registered,gcc_vat_registered,non_gcc.
dz_vat_registered and dz_vat_not_registered are supported only for UAE.
For Kenya Edition: vat_registered ,vat_not_registered ,non_kenya(A business that is located outside Kenya).
For SouthAfrica Edition: vat_registered, vat_not_registered, overseas(A business that is located outside SouthAfrica).

product_type

string

🇬🇧 United Kingdom

, 🇿🇦 South Africa

only

Type of the expense. This denotes whether the expense is to be treated as a goods or service or capital asset purchase. Allowed Values:
For UK edition:digital_service, goods and service.
For SouthAfrica Edition: service, goods, capital_service and capital_goods

acquisition_vat_id

string

🇬🇧 United Kingdom

only

This is the ID of the tax applied in case this is an EU - goods expense and acquisition VAT needs to be reported.

reverse_charge_vat_id

string

🇮🇳 India

, 🇬🇧 United Kingdom

only

This is the ID of the tax applied in case this is a non UK - service expense and reverse charge VAT needs to be reported.

tax_id

string

ID of the tax.

is_inclusive_tax

boolean

Indicates whether the tax amount is inclusive in the expense amount.

is_billable

boolean

Indicates whether the expense is billable to a customer.

customer_id

string

Search expenses by customer id.

project_id

string

Unique identifier of the project associated with the recurring expense.

currency_id

string

Unique identifier of the currency used for the recurring expense.

exchange_rate

double

Exchange rate applied for the recurring expense currency.

custom_fields

array

Custom fields for a recurring-expense.

Show Sub-Attributes

customfield_id

string

Unique identifier of the custom field.

value

string

Value of the Custom Field

tags

array

Reporting tags help organize and filter data across reports and enable detailed business intelligence analysis.

Show Sub-Attributes

tag_id

string

Tag's ID

tag_option_id

string

Tag Option's ID

Query Parameters

Headers

List all the Expenses with pagination.
OAuth Scope : ZohoBooks.expenses.READ

Query Parameters

Update a recurring expense.
OAuth Scope : ZohoBooks.expenses.UPDATE

Arguments

account_id

string

(Required)

Unique identifier of the expense account for the line item.

recurrence_name

string

(Required)

Name of the Recurring Expense. Max-length [100]

start_date

string

(Required)

Start date of the recurring expense. Expenses will not be generated for dates prior to the current date. Format [yyyy-mm-dd].

end_date

string

Date on which recurring expense has to expire. Can be left as empty to run forever. Format [yyyy-mm-dd].

recurrence_frequency

string

(Required)

Frequency at which the recurring expense is generated.

repeat_every

string

(Required)

Interval at which the recurring expense should repeat.

gst_no

string

🇮🇳 India

only

15 digit GST identification number of the vendor.

source_of_supply

string

🇮🇳 India

only

Place from where the goods/services are supplied. (If not given, place of contact given for the contact will be taken)

destination_of_supply

string

🇮🇳 India

only

Place where the goods/services are supplied to. (If not given, organisation's home state will be taken)

place_of_supply

string

GCC only

The place of supply is where a transaction is considered to have occurred for VAT purposes. For the supply of goods, the place of supply is the location of the goods when the supply occurs. For the supply of services, the place of supply should be where the supplier is established. (If not given, place of contact given for the contact will be taken)
Supported codes for UAE emirates are :
Abu Dhabi - AB,
Ajman - AJ,
Dubai - DU,
Fujairah - FU,
Ras al-Khaimah - RA,
Sharjah - SH,
Umm al-Quwain - UM.
Supported codes for the GCC countries are :
United Arab Emirates - AE,
Saudi Arabia - SA,
Bahrain - BH,
Kuwait - KW,
Oman - OM,
Qatar - QA.

reverse_charge_tax_id

string

🇮🇳 India

, GCC , 🇿🇦 South Africa

only

Enter reverse charge tax IDFor SouthAfrica edition:(Required if customer tax treatment is vat_registered)
Used to specify whether the transaction is applicable for Domestic Reverse Charge (DRC) or not.

location_id

string

Location ID

line_items

array

Unique identifier of the line item.

Show Sub-Attributes

line_item_id

string

ID of the line item

account_id

string

(Required)

Unique identifier of the expense account for the line item.

description

string

Search recurring expenses by description. Max-length [100]

amount

double

(Required)

Recurring Expense amount.

tax_id

string

ID of the tax.

item_order

string

Order in which the line item appears in the recurring expense.

product_type

string

🇬🇧 United Kingdom

, 🇿🇦 South Africa

only

Type of the expense. This denotes whether the expense is to be treated as a goods or service or capital asset purchase. Allowed Values:
For UK edition:digital_service, goods and service.
For SouthAfrica Edition: service, goods, capital_service and capital_goods

acquisition_vat_id

string

🇬🇧 United Kingdom

only

This is the ID of the tax applied in case this is an EU - goods expense and acquisition VAT needs to be reported.

reverse_charge_vat_id

string

🇮🇳 India

, 🇬🇧 United Kingdom

only

This is the ID of the tax applied in case this is a non UK - service expense and reverse charge VAT needs to be reported.

reverse_charge_tax_id

string

🇮🇳 India

, GCC , 🇿🇦 South Africa

only

Enter reverse charge tax IDFor SouthAfrica edition:(Required if customer tax treatment is vat_registered)
Used to specify whether the transaction is applicable for Domestic Reverse Charge (DRC) or not.

tax_exemption_code

string

🇮🇳 India

, 🇲🇽 Mexico

only

Enter the code for tax exemption

tax_exemption_id

string

🇮🇳 India

, 🇲🇽 Mexico

only

Enter ID of the tax exemption

tags

array

Reporting tags help organize and filter data across reports and enable detailed business intelligence analysis.

Show Sub-Attributes

tag_id

string

Tag's ID

tag_name

string

Tag's Name

tag_option_id

string

Tag Option's ID

tag_option_name

string

Tag Option's Name

is_tag_mandatory

boolean

Used to check if the tag is mandatory

amount

double

(Required)

Recurring Expense amount.

vat_treatment

string

🇬🇧 United Kingdom

only

VAT treatment for the expense. VAT treatment denotes the location of the vendor, if the vendor resides in UK then the VAT treatment is uk. If the vendor is in an EU country & VAT registered, you are resides in Northen Ireland and purchasing Goods then his VAT treatment is eu_vat_registered and if he resides outside the UK then his VAT treatment is overseas(For Pre Brexit, this can be split as eu_vat_registered, eu_vat_not_registered and non_eu).

tax_treatment

string

GCC , 🇲🇽 Mexico

, 🇰🇪 Kenya

, 🇿🇦 South Africa

only

VAT treatment for the recurring expense.Choose whether the contact falls under: vat_registered,vat_not_registered,gcc_vat_not_registered,gcc_vat_registered,non_gcc.
dz_vat_registered and dz_vat_not_registered are supported only for UAE.
For Kenya Edition: vat_registered ,vat_not_registered ,non_kenya(A business that is located outside Kenya).
For SouthAfrica Edition: vat_registered, vat_not_registered, overseas(A business that is located outside SouthAfrica).

product_type

string

🇬🇧 United Kingdom

, 🇿🇦 South Africa

only

Type of the expense. This denotes whether the expense is to be treated as a goods or service or capital asset purchase. Allowed Values:
For UK edition:digital_service, goods and service.
For SouthAfrica Edition: service, goods, capital_service and capital_goods

acquisition_vat_id

string

🇬🇧 United Kingdom

only

This is the ID of the tax applied in case this is an EU - goods expense and acquisition VAT needs to be reported.

reverse_charge_vat_id

string

🇮🇳 India

, 🇬🇧 United Kingdom

only

This is the ID of the tax applied in case this is a non UK - service expense and reverse charge VAT needs to be reported.

tax_id

string

ID of the tax.

is_inclusive_tax

boolean

Indicates whether the tax amount is inclusive in the expense amount.

is_billable

boolean

Indicates whether the expense is billable to a customer.

customer_id

string

Search expenses by customer id.

project_id

string

Unique identifier of the project associated with the recurring expense.

currency_id

string

Unique identifier of the currency used for the recurring expense.

exchange_rate

double

Exchange rate applied for the recurring expense currency.

custom_fields

array

Custom fields for a recurring-expense.

Show Sub-Attributes

customfield_id

string

Unique identifier of the custom field.

value

string

Value of the Custom Field

tags

array

Reporting tags help organize and filter data across reports and enable detailed business intelligence analysis.

Show Sub-Attributes

tag_id

string

Tag's ID

tag_option_id

string

Tag Option's ID

Path Parameters

Query Parameters