Expenses API Element Types

Contents

Enumerations

AccessRoleLevel

Property Value
EmployeesResponsibleFor 1
SelectedRoles 2
AllData 3


AccountType

Property Value
None 0
Savings 1
Current 2
CreditCard 3


AddressActionOutcome

Property Value
Success 0
WrongEmployeeId 1
AddressExists 2
SaveUnsuccessfulMessage 3


AddressCreationMethod

Property Value
None 0
CapturePlus 1
Global 2
EsrOutbound 3
ImplementationImportRoutine 4
DataImportWizard 5
ManualByAdministrator 6
ManualByClaimant 7


AddressSource

Property Value
SEL 0
PCA 1
Favourite 2


AddressType

Property Value
Work 0
Home 1


ApiStatusCode

Property Value
Failure 0
Success 1
PartialSuccessWithWarnings 2
InternalError 1000
GenericError 1001
ValidationError 1002


AttributeFormat

Property Value
NotSet 0
SingleLine 1
MultiLine 2
DateTime 3
DateOnly 4
TimeOnly 5
FormattedText 6
SingleLineWide 7
ListStandard 8
ListWide 9
ContactEmail 10
ContactPhone 11
ContactSMS 12


CalculationType

Property Value
NormalItem 1
Meal 2
PencePerMile 3
DailyAllowance 4
FuelReceipt 5
PencePerMileReceipt 6
FixedAllowance 7
FuelCardMileage 8
ItemReimburse 9
FixedMileageDeduction 10


CardType

Property Value
CreditCard 1
PurchaseCard 2


CheckAndPayAction

Property Value
ApproveItems 0
UnapproveItem 1
ReturnItems 2


ClaimBasicOutcome

Property Value
SingleClaimOnly 0
DuplicateClaimName 1
Success 2
Fail 3
NewClaimIdMustBeZero 4


ClaimDefinitionOutcome

Property Value
SingleClaimOnly 0
DuplicateClaimName 1
Success 2
Fail 3


ClaimStage

Property Value
Current 1
Submitted 2
Previous 3
Any 4


ClaimStatus

Property Value
None 0
Submitted 1
BeingProcessed 2
NextStageAwaitingAction 3
ItemReturnedAwaitingEmployee 4
ItemCorrectedAwaitingApprover 5
ClaimApproved 6
ClaimPaid 7
AwaitingAllocation 8


ClaimType

Property Value
Mixed 0
Cash 1
Credit 2
Purchase 3


ClaimUnsubmittableReason

Property Value
Unsubmitable 0
Unsubmitted 1
SplitApprovalApprovedByAnotherChecker -1
ItemsApproved -2
ItemsNotReturnedByOtherApprovers -3
AlreadyPaid -4
StartedApprovalProcess -5
ClaimHasBeenInvolvedInSelStage -6
EscalatedProcess -7


CorporateCardType

Property Value
CreditCard 1
PurchaseCard 2


CurrencyType

Property Value
Static 1
Monthly 2
Range 3


CustomEntityFormSectionType

Property Value
Fields 1
TorchAttachments 2
Attachments 3


CustomerType

Property Value
Standard 1
NHS 2


DateRangeType

Property Value
Before 0
AfterOrEqualTo 1
Between 2
Any 3


EmailNotificationType

Property Value
StandardNotification 1
ESRSummaryNotification 2
ESROutboundFileDetected 3
ESROutboundFileStartProcess 4
ESRLineManagerRoleUpdate 5
ESROutboundInvalidPostcodes 6
SupportTicketNotification 7
AuditLogCleared 8
ExcessMileage 9


EnvelopeStatus

Property Value
Unknown 0
Generated 1
SentToPrint 10
PrintQA 11
PrintQAPassed 12
PrintQAFailed 13
IssuedToAccount 20
DispatchedToClient 21
AttachedToClaim 22
ReceivedBySEL 23
UnconfirmedNotSent 24
ConfirmedSent 25
Scanned 30
PendingAdminReassignment 32
ReceiptsAttached 40
Validated 50
ReadyForStorage 60
InStorage 61
ReadyForDestruction 70
Destroyed 71


ExpediteOperatorValidationProgress

Property Value
CannotUpdate -1
Available 0
InProgress 1
Completed 2


ExpenseActionOutcome

Property Value
Successs 0
VATGreaterThanTotal 1
ExpenseDateNotInBetweenVehicleDates 2
RecommendedMileageExceeded 3
CreditCardItemsAlreadyReconciled 4
PurchaseCardItemsAlreadyReconciled 5
AddressesNotMatched 6
BankAccountCouldntBeAssigned 7
WalletReceiptConversionFailed 8
SubcatNotYetActive 9
SubcatExpired 10
ESRPersonIdNotAssigned 11


ExpenseItemPermissionResult

Property Value
Pass 0
EmployeeDoesNotOwnClaim 1
ClaimHasBeenSubmitted 2
ClaimHasBeenApproved 3
ExpenseItemHasBeenEdited 4
NoReasonForAmendmentProvidedByApprover 5


ExpenseItemType

Property Value
Cash 1
CreditCard 2
PurchaseCard 3


ExpenseValidationMatchingResult

Property Value
FoundAndMatched 1
FoundNotMatched 2
FoundUnreadable 3
NotFound 4


ExpenseValidationProgress

Property Value
ValidationServiceDisabled -20
NotValidated -12
NotSelectedForValidation -11
SubcatValidationDisabled -10
StageNotInSignoffGroup -9
NotRequired -6
NoReceipts -4
Required 0
InProgress 10
WaitingForClaimant 15
CompletedFailed 20
CompletedWarning 21
CompletedPassed 22
InvalidatedFailed 30
InvalidatedWarning 31
InvalidatedPassed 32


ExpenseValidationStatus

Property Value
Fail -1
NotApplicable 0
Pass 1
Warning 2


FavouriteAction

Property Value
Add 0
Delete 1


FieldFormat

Property Value
NotSet 0
SingleLine 1
MultiLine 2
DateTime 3
DateOnly 4
TimeOnly 5
FormattedText 6


FieldType

Property Value
NotSet 0
Text 1
Integer 2
DateTime 3
List 4
TickBox 5
Currency 6
Number 7
Hyperlink 8
Relationship 9
LargeText 10
RunWorkflow 11
RelationshipTextbox 12
AutoCompleteTextbox 13
OTMSummary 15
DynamicHyperlink 16
CurrencyList 17
Comment 19
Spacer 20
LookupDisplayField 21
Attachment 22
Contact 23


FilterType

Property Value
All 0
Costcode 1
Department 2
Location 3
Projectcode 4
Reason 5
Userdefined 6


FlagAction

Property Value
None 0
FlagItem 1
BlockItem 2


FlagColour

Property Value
None 0
Information 1
Amber 2
Red 3


FlagFailureReason

Property Value
None 0
Blocked 1
ClaimantJustificationRequired 2


FlagFrequencyType

Property Value
InTheLast 1
Every 2


FlagInclusionType

Property Value
All 1
List 2


FlagPeriodType

Property Value
Days 1
Weeks 2
Months 3
Years 4
CalendarWeeks 5
CalendarMonths 6
CalendarYears 7
FinancialYears 8


FlagType

Property Value
Duplicate 1
LimitWithoutReceipt 2
LimitWithReceipt 3
ItemOnAWeekend 4
InvalidDate 5
FrequencyOfItemCount 6
FrequencyOfItemSum 7
GroupLimitWithoutReceipt 8
GroupLimitWithReceipt 9
Custom 10
Aggregate 11
ItemNotReimbursable 12
UnusedAllowanceAvailable 13
TipLimitExceeded 14
HomeToLocationGreater 15
MileageExceeded 16
ItemReimbursable 17
ReceiptNotAttached 18
NumberOfPassengersLimit 19
OneItemInAGroup 20
JourneyDoesNotStartAndFinishAtHomeOrOffice 21
RestrictDailyMileage 22
ExchangeRateOverridden 23


Gender

Property Value
Male 0
Female 1


HolidayProvision

Property Value
TakeNoAction 1
SkipStage 2
AssignClaimToSomeoneElse 3


HomeToLocationType

Property Value
None 0
CalculateHomeAndOfficeToLocationDiff 1
FlagHomeAndOfficeToLocationDiff 2
DeductHomeToOfficeFromEveryJourney 3
DeductHomeToOfficeEveryTimeHomeIsVisited 4
DeductHomeToOfficeIfStartOrFinishHome 5
DeductFirstAndLastHome 6
DeductFullHomeToOfficeEveryTimeHomeIsVisited 7
DeductFullHomeToOfficeIfStartOrFinishHome 8


InvalidDateFlagType

Property Value
SetDate 1
LastXMonths 2


MileageUom

Property Value
Mile 0
Km 1


Notify

Property Value
JustNotifyUserOfClaim 1
UserIsToCheckClaim 2


NotifyAdminOfChangesOutcome

Property Value
EmailSentSuccessfully 0
ErrorDuringSending 1
AccountHasNoAdministrator 2
AccountAdministratorHasNoEmailAddress 3
AccountDoesNotPermitChangeOfDetailsNotifications 4


OcrProcessingStatus

Property Value
NoStatus -1
AwaitingProcessing 0
Processing 1
Complete 2


OrganisationActionOutcome

Property Value
Success 0
UnexpectedError 1
OrganisationNameAlreadyExists 2


PartSubmittalFieldType

Property Value
Radio 0
Checkbox 1


RangeType

Property Value
GreaterThanOrEqualTo 0
Between 1
LessThan 2
Any 3


ReceiptCreationMethod

Property Value
Unknown 0
UploadedByClaimant 1
UploadedByExpedite 2
UploadedByMobile 3
EmailedIn 4


SampleDirection

Property Value
Request 0
Response 1


SaveEditClaimOutcome

Property Value
DuplicateClaimName 0
Success 1


SearchOperator

Property Value
And 0
Or 1


SignoffType

Property Value
None 0
BudgetHolder 1
Employee 2
Team 3
LineManager 4
ClaimantSelectsOwnChecker 5
ApprovalMatrix 6
DeterminedByClaimantFromApprovalMatrix 7
CostCodeOwner 8
AssignmentSupervisor 9
SELScanAttach 100
SELValidation 101


SpendManagementElement

Property Value
None -1
AccessRoles 6
Advances 7
Allowances 8
AuditLog 9
BroadcastMessages 10
BudgetHolders 11
CarDocuments 12
Cars 13
CheckAndPay 14
Colours 15
CompanyDetails 16
CorporateCards 17
CostCodes 1
Countries 19
Currencies 20
DefaultPrintView 21
Departments 2
Emails 22
EmailServer 23
EmailSuffixes 24
Employees 25
ESRElements 26
ESRTrustDetails 27
ExpenseCategories 28
ExpenseItems 29
ExpensesPolicy 30
FAQS 31
FinancialExports 32
FlagsAndLimits 33
GeneralOptions 34
SignOffGroups 35
ImportDataWizard 36
Invoices 58
ItemRoles 37
Locations 38
MainAdministrator 39
NewExpenses 40
P11D 41
PasswordOptions 42
PoolCars 43
ProjectCodes 3
Reasons 46
RegionalSettings 47
Reports 48
Teams 49
UserDefinedFields 50
VehicleJourneyRateCategories 51
Workflows 4
ClaimantReports 18
Setup 5
SupplierDetails 52
SupplierCategory 53
SupplierContacts 54
SupplierStatus 55
UserdefinedGroupings 56
Products 59
ProductCategories 60
ProductLicences 61
InvoicesApproval 62
DocumentConfigurations 63
RechargeClients 64
RechargeAssociations 65
RechargePayments 66
RechargeOneTimeCharges 67
ContractDetails 68
ContractAdditional 69
ContractProducts 70
InvoiceNotes 71
InvoiceForecasts 72
ContractNotes 74
ProductNotes 75
PrintOut 82
DefaultView 83
CompanyLogo 84
FilterRules 85
Tooltips 86
CompanyPolicy 87
EmployeeExpenses 88
Groups 90
ContractSavings 91
Tasks 92
VersionRegistry 93
ContractAudience 94
AttachmentAudience 95
ReportsExport 96
Attachments 97
NotesSummary 98
LinkedContracts 99
ExpenseClaims 100
Audiences 101
CustomEntities 102
DocumentTemplates 103
Claims 104
Expenses 105
Views 107
ContractHistory 108
ContractCategories 109
ContractTypes 110
ContractStatus 111
InflatorMetrics 112
TermTypes 113
SalesTax 114
LicenceRenewalTypes 115
Units 118
Sites 119
TaskTypes 120
ExpenseItemJourneyStep 121
EmployeeWorkAddressLocations 122
EmployeeHomeAddressLocations 123
EmployeeLineManager 124
ESRAssignment 125
CostCodeBreakdown 126
EmployeeCreditCards 128
FinancialStatus 129
InvoiceFrequencyTypes 130
InvoiceStatus 131
SubAccounts 132
CustomEntityForms 133
CustomEntityViews 134
CustomEntityInstances 135
ProductLicenceTypes 136
AddNewContract 137
AttachmentMimeTypes 138
ViewFinancials 139
NoteCategories 140
RechargeAccountCodes 142
SupplierNotes 143
SupplierContactNotes 144
ContractVariations 145
ContractLinks 146
ContractSchedules 147
ContractSupplierReassignment 148
InvoiceStatusHistory 149
AccessKeys 154
Holidays 156
ContractProductReassignment 157
CustomMimeHeaders 159
CompanyHelpAndSupportInformation 161
IPAdressFiltering 162
AttachmentBackups 163
MobileDevices 165
ImportTemplates 166
ImportHistory 167
ApprovalMatrix 176
GreenLightMenu 177
ClaimViewer 178
Addresses 179
Organisations 180
Api 181
SupportTickets 182
EnvelopeManagement 183
FinancialYear 184
SingleSignOn 185
Receipts 186
VehicleEngineType 187
FrameWorkSuperUser 188
BankAccounts 189
ViewFunds 190
EmployeeBankAccounts 191
AuthoriserLevel 192
Scheduler 193
ExpeditePaymentReport 194
LogonMessages 195
FuelReceiptToVATCalculation 196
DvlaConnect 197
VehicleLookup 198
ReceiptReader 199
MyDetails 200
RedirectClaims 201
AddExpenseForEmployeeViaAPI 202
MyTeamsVehicleDocumentsAwaitingReview 203
MyVehicleDocuments 204
MyTeamsVehicleDocumentsAll 205
MyDrivingLicences 206
MyTeamsDrivingLicencesAll 207
ClaimantEndorsements 208
AutoPopulatedEndorsements 209
ClaimantEntitlements 210
AutoPopulatedEntitlements 211
MyDrivingLicenceReviews 212
MyTeamsDrivingLicenceReviewsAwaitingReview 213
MyTeamsDrivingLicenceReviewsAll 214
ClaimantNonGBLicenceReviews 215
DateofIssue 216
LicenceCategoryGroup 217


StageInclusionType

Property Value
None 0
Always 1
ClaimTotalExceeds 2
ExpenseItemExceeds 3
IncludesCostCode 4
ClaimTotalBelow 5
IncludesExpenseItem 6
OlderThanDays 7
IncludesDepartment 8
ValidationFailedTwice 9
ClaimReimbursableAmountExceeds 10


SubmitRejectionReason

Property Value
Success 0
NoItems 1
NoSignoffGroup 2
DelegatesProhibited 3
CannotSignoffOwnClaim 4
OutstandingFlags 5
MinimumAmountNotReached 6
MaximumAmountExceeded 7
NoLineManager 8
ApproverOnHoliday 9
FrequencyLimitBreached 10
AssignmentSupervisorNotSpecified 11
CostCodeOwnerNotSpecified 12
CreditCardHasUreconciledItems 13
EmployeeHasUnmatchedCardItems 14
UserNotAllowedToApproveOwnClaimDespiteSignoffGroup 15
UserNotAllowedToApproveOwnClaim 16
InvalidItemChecker 17
ClaimPaid 18
StageRequiresFurtherCheckers 19
ClaimSentToNextStage 20
ApproverCannotApproveOwnClaim 21
ItemsStillToApprove 22
ClaimNameAlreadyExists 23
OutstandingFlagsRequiringJustificationByApprover 24
AssignmentSupervisorNotSpecifiedWhenApproving 25
CostCodeOwnerNotSpecifiedWhenApproving 26
AlreadySubmitted 27


ThresholdType

Property Value
Annual 0
Journey 1


TypeOfUserDefinedField

Property Value
Text 1
Integer 2
DateTime 3
List 4
TickBox 5
Currency 6
Number 7
Hyperlink 8
Relationship 9
LargeText 10


UDFAppliesTo

Property Value
Employees 0
ExpenseItems 1
Claims 2
ExpenseItemCategories 3
Cars 4
Companies 5
CostCodes 6
Departments 7
ProjectCodes 8


UpdateClaimOutcome

Property Value
ClaimAlreadyExists -1
UpdateSuccessful 0


ValidationPoint

Property Value
AddExpense 0
SubmitClaim 1


ValidationType

Property Value
Any 0
DoesNotRequireSave 1
RequiresSave 2


VehicleEngineType

Property Value
None 0
Petrol 1
Diesel 2
LPG 3
Hybrid 4
Electric 5
DieselEuroV 6
BiFuel 7
Conversion 8
E85 9
HybridElectric 10
Other 99


VehicleType

Property Value
None 0
Bicycle 1
Car 2
Motorcycle 3
Moped 4
LGV 5
HGV 6
Minibus 7
Bus 8
Van 9


Request Types

Account

Request to Process calculation.
Property Type Comments Rules
AccountId int Account Id for the process

Required


ActivateEmployeesRequest

Accepts a list of employee ids to be activated
Property Type Comments Rules
EmployeeIds List<int> List of Employee Ids.



AddRemovePersonalFavouriteAddressRequest

The add remove personal favourite address request.
Property Type Comments Rules
Identifier string Gets or sets the Identifier for the address. (either addressId or global identifier)

FavouriteId int Gets or sets the address id. Set to 0 if new favourite, or set to FavouriteId to delete a favourite by its Id

FavouriteAction Common.Enum.FavouriteAction Gets or sets the action which needs to take place for the favourite address



AddressLabelRequest

The address label request.
Property Type Comments Rules
Identifier string Gets or sets the identifier.

Label string Gets or sets the label.

LabelId int Gets or sets the label id.



AddressRequest

The address request. Used for searching for an address.
Property Type Comments Rules
SearchTerm string Gets or sets the search term, i.e. postcode, street name.

CountryId int Gets or sets the country Id the address belongs to.

ExpenseDate DateTime Gets or sets the date of the expense.

EsrAssignmentId Nullable<int> Gets or sets the Esr assignment id. Used to filter office addresses for an assignment, if applicable



AdvanceRequest

The advance request.
Property Type Comments Rules
AdvanceId int Gets or sets the advance Id.

AdvanceName string Gets or sets the advance name.

AdvanceReason string Gets or sets the advance reason.

Amount decimal Gets or sets the amount.

CurrencyId int Gets or sets the currency id.

RequiredByDate Nullable<DateTime> Gets or sets the required by date, if any.



AllocateCardToEmployeeRequest

The allocate card to employee request.
Property Type Comments Rules
EmployeeId int Gets or sets the employee id.

StatementId int Gets or sets the statement id.

CardNumber string Gets or sets the card number.



AssignClaimsRequest

The assign claims request.
Property Type Comments Rules
ClaimIds List<int> Gets or sets the claim ids.



AssociateExpenseItemsWithFlagRequest

The associate expense items with flag request.
Property Type Comments Rules
FlagId int Gets or sets the flag id.

ExpenseItemIds List<int> Gets or sets the expense item ids.



AssociateFieldsWithFlagRequest

The associate fields with flag request.
Property Type Comments Rules
FlagId int Gets or sets the flag id.

FieldIds List<Guid> Gets or sets the field ids.



AssociateItemRolesWithFlagRequest

The associate with item roles flag request.
Property Type Comments Rules
FlagId int Gets or sets the flag id.

ItemRoleIds List<int> Gets or sets the item role ids.



ChangePasswordRequest

Encapsulates the details required for a user to change their password.
Property Type Comments Rules
OldPassword string Gets or sets the old password.

ResetKey string Gets or sets the reset key.

NewPassword string Gets or sets the new password.

Required


CheckAndPayActionRequest

Handles the CheckAndPayActionRequest (approve, unapprove) request
Property Type Comments Rules


ClaimableItemsRequest

Defines a request that update the subcategories and will appear when user adds a new expense.
Property Type Comments Rules
SubCatIds List<int> Gets or sets the list of sub category Ids.

Required


ClaimEnvelopeInfo

The claim envelope info.
Property Type Comments Rules
PhysicalState string Gets or sets the physical state of the envelope

ExcessCharge string Gets or sets any excess charges from postage or handling.

ProcessedAfterMarkedLost string Gets or sets details about if the envelope was processed / received / scanned after it had been marked lost.



ClaimSubmissionRequest

Defines a request that describes claim submission details.
Property Type Comments Rules
ClaimId int Gets or sets the claim id.

ClaimName string Gets or sets the claim name.

Description string Gets or sets the claim description.

Cash bool Gets or sets a value indicating whether cash claim or not, True if a cash claim.

Credit bool Gets or sets a value indicating whether credit claim or not, True if a credit claim.

Purchase bool Gets or sets a value indicating whether purchase claim or not, True if a purchase claim.

Approver Nullable<int> Gets or sets the claim approver id.

OdometerReadings List<List<object>> Gets or sets the odometer readings.

BusinessMileage bool Gets or sets a value indicating whether business mileage.

IgnoreApproverOnHoliday bool Gets or sets a value indicating whether ignore approver on holiday.

ViewFilter byte Gets or sets the viewFilter.

ContinueAlthoughAuthoriserIsOnHoliday bool Gets or sets a value indicating whether continue although authoriser is on holiday.



CorporateCardImportRequest

Defines a request that describes corporate card import details (including file data).
Property Type Comments Rules
AccountId int Gets or sets the Account Id for the Corporate Card import

CorporateCardId int Gets or sets the Corporate Card Id based on the filename

Filename string The original filename used for the query.

CorporateCardFileReceipt string Gets or sets the Corporate Card File data. This should be a Base 64 string

ResponseInformation Models.Common.ApiResponseInformation The error will contain a status code and a list of errors



CustomEntityRequest

Custom Entity request class.
Property Type Comments Rules
RecordId int Gets or sets the record id.

EntityId int Gets or sets the entity id.

ViewId int Gets or sets the view id.



CustomEntityToCopy

Request to copy system greenlight entity.
Property Type Comments Rules
EntityId int Custom entityid to copy.

Required
TargetAccountId int Accountid of the target database.

Required


DeleteReceiptAsApproverRequest

A request to hold the details of the delete receipt as an approver details.
Property Type Comments Rules
ExpenseId int Gets or sets the expense id.

ReceiptId int Gets or sets the receipt Id of the receipt.

DeleteReason string Gets or sets the approver's reason for the receipt deletion.



DrivingLicenceRequest

Request for save driving licence information
Property Type Comments Rules


EmployeeHolidayRequest

Property Type Comments Rules
EmployeeId int The id of the employee to assign the holiday to

Required
Id int Gets or sets the holiday Id.

StartDate DateTime Gets or sets the holiday start date.

Required
EndDate DateTime Gets or sets the holiday end date.

Required


EsrAssignmentRequest

The Esr Assignment request.
Property Type Comments Rules
EsrAssignment ESRAssignments Gets or sets the ESR assignment.



FindAccessRolesRequest

Facilitates the finding of AccessRoles, by providing a few optional search / filter parameters.
Property Type Comments Rules
Name string Find by name (checks whether the name contains what's here, not an exact match.)

CanEditCostCode Nullable<bool> Setting this to true or false will filter the results by CanEditCostCode

CanEditDepartment Nullable<bool> Setting this to true or false will filter the results by CanEditDepartment

CanEditProjectCode Nullable<bool> Setting this to true or false will filter the results by CanEditProjectCode



FindAllowancesRequest

Facilitates the finding of Allowances, by providing a few optional search / filter parameters.
Property Type Comments Rules
Label string Search by label.

Description string Search by description.



FindBudgetHoldersRequest

Facilitates the finding of BudgetHolders, by providing a few optional search / filter parameters.
Property Type Comments Rules
Label string Search by label.

Description string Search by description.

EmployeeId Nullable<int> Search by Employee Id.



FindClaimReasonsRequest

Facilitates the finding of ClaimReasons, by providing a few optional search / filter parameters.
Property Type Comments Rules
Label string Search by label.

Description string Search by description.



FindCorporateCardsRequest

Facilitates the finding of CorporateCards, by providing a few optional search / filter parameters.
Property Type Comments Rules
CardProviderId Nullable<int> The Id of the Card Provider.

IsActive Nullable<bool> Whether the card is active.

EmployeeId Nullable<int> Find by Employee Id.



FindCostCodesRequest

Facilitates the finding of CostCodes, by providing a few optional search / filter parameters.
Property Type Comments Rules
Label string Search by label.

Description string Search by description.



FindCountryRequest

Facilitates the finding of Countries, by providing a few optional search / filter parameters.
Property Type Comments Rules
CountryId Nullable<int> The Country Id.

GlobalCountryId Nullable<int> The Global Country Id.

Label string The name of the country.

CountryCode string The Country code, in ISO 3166-1 format.

Alpha3CountryCode string The 3 Letter country code, as per ISO 3166-1 alpha 3.

Numeric3CountryCode Nullable<int> The 3 number country code, as per ISO 3166-1.

Archived Nullable<bool> Whether the country is archived.



FindCurrencyExchangeRateRequest

Facilitates the finding of an exchange rate by providing search parameters.
Property Type Comments Rules
FromCurrencyId int The I.D. of the currency you are converting from.

Required
ToCurrencyId int The I.D. of the currency you are converting to.

Required
DateTimeOfRate DateTime The date and time of the exchange rate lookup.
In the format of yyyy-MM-dd hh:mm:ss

Required


FindCurrencyRequest

Facilitates the finding of Currencies, by providing a few optional search / filter parameters.
Property Type Comments Rules
CurrencyId Nullable<int> The Currency Id.

GlobalCurrencyId Nullable<int> The Global Currency Id.

Archived Nullable<bool> Whether they are archived or not.

Label string With this Label.

Symbol string With this symbol.



FindDepartmentsRequest

Facilitates the finding of Departments, by providing a few optional search / filter parameters.
Property Type Comments Rules
Label string Search by label.

Description string Search by description.



FindEmployeeRequest

Facilitates the finding of Employees, by providing a few optional search / filter parameters.
Property Type Comments Rules
Title string Find users by Title.

UserName string Find users by Username.

Forename string Find users by first name.

Surname string Find users by last name.



FindExpenseCategoriesRequest

Facilitates the finding of ExpenseCategories, by providing a few optional search / filter parameters.
Property Type Comments Rules
Label string Search for an ExpenseCategory that may contain these letters.

Required


FindExpenseSubCategoriesRequest

Facilitates the finding of ExpenseSubCategories, by providing a few optional search / filter parameters.
Property Type Comments Rules
SubCatId Nullable<int> Sub Category Id

CategoryId Nullable<int> Expense CategoryId

SubCat string Sub Category Name

AccountCode string Account Code

PdCat string P11d Category

Reimbursable Nullable<bool> Re-imbursable

AlternateAccountCode string Alternate Account Code

ShortSubCategory string Abbreviation

VatApplicable Nullable<bool> Vat Applicable



FindItemRolesRequest

Facilitates the finding of ItemRoles, by providing a few optional search / filter parameters.
Property Type Comments Rules
ItemRoleId Nullable<int> Role Id

ItemRoleName string Role Name

ExpenseSubCategoryId Nullable<int> Expense Sub Category Id



FindMileageCategoriesRequest

Facilitates the finding of MileageCategories, by providing a few optional search / filter parameters.
Property Type Comments Rules
MileageCategoryId Nullable<int> Gets or sets the Mileage Category Id

VehicleJourneyRate string Gets or sets the Vehicle Journey Rate

Comment string Gets or sets the Comment

FinancialYearId Nullable<int> Gets or sets the FinancialYearId



FindNhsTrustRequest

Facilitates the finding of Departments, by providing a few optional search / filter parameters.
Property Type Comments Rules
TrustVpd string Search by VPD.

Label string Search by label.



FindOdometerReadingsRequest

Facilitates the finding of OdometerReadings, by providing a few optional search / filter parameters.
Property Type Comments Rules
Before Nullable<DateTime> Search for OdometerReadings that were taken before this date.

After Nullable<DateTime> Search for OdometerReadings that were taken after this date.

OdometerReadingOver Nullable<int> Search for OdometerReadings with an Odometer reading over this value.

OdometerReadingUnder Nullable<int> Search for OdometerReadings with an Odometer reading under this value.



FindOrganisationRequest

Facilitates the finding of Organisations
Property Type Comments Rules
Label string The name / label for this Organisation.

Max Length: 256
Comment string A comment of this Organisation object.

Max Length: 4000
Code string The Organisation code

Max Length: 60
Archived bool Where the Organisation is archived

AddressLine1 string The first line of the address

Max Length: 256
City string The city

Max Length: 256
PostCode string The Postcode

Max Length: 32


FindP11DCategoryRequest

Facilitates the finding of P11DCategories, by providing a few optional search / filter parameters.
Property Type Comments Rules
Label string The name or label for this P11d Category



FindProjectCodesRequest

Facilitates the finding of ProjectCodes, by providing a few optional search / filter parameters.
Property Type Comments Rules
Label string Search by label.

Description string Search by description.



FindSignOffGroupsRequest

Facilitates the finding of SignOffGroups, by providing a few optional search / filter parameters.
Property Type Comments Rules
GroupId Nullable<int> Find my GroupId.

GroupName string Find with matching group name.



FindTeamsRequest

Facilitates the finding of Teams, by providing a few optional search / filter parameters.
Property Type Comments Rules
Label string Search by label.

Description string Search by description.



FindVehiclesRequest

Facilitates the finding of Cars, by providing a few optional search / filter parameters.
Property Type Comments Rules
Make string Search for a car by make.

Model string Search for a car by model.

Registration string Search for a car by Reg number.

Active Nullable<bool> Search for active cars.

Approved Nullable<bool> Search for approved cars.

StartsBeforeOrOn Nullable<DateTime> Search for cars that begin before this date.

StartsAfter Nullable<DateTime> Search for cars that begin after this date.

EndsBeforeOrOn Nullable<DateTime> Search for cars that begin before this date.

EndsAfter Nullable<DateTime> Search for cars that begin after this date.

OdometerReadingOver Nullable<int> Search for cars with an Odometer reading over this value.

OdometerReadingUnder Nullable<int> Search for cars with an Odometer reading under this value.



FlagJustification

A class to hold the details of a flag justification
Property Type Comments Rules
ClaimId int The Id of the claim

ExpenseId int The Id of the expense item

FlaggedItemId int The Id of the flag

Justification string The justification for the flag



FlagsJustificationRequest

Defines a request that saves flag justifications provided by for the given flagged item id
Property Type Comments Rules
FlagsJustificationRequests Models.Requests.FlagJustification> Gets or sets the justification requests.



GetClaimantsEsrAssignmentsRequest

The request for getting a claimants assignments
Property Type Comments Rules
EmployeeId int Gets or sets the employee id.

Required
ExpenseId int Gets or sets the expense id.

Required
ExpenseDate DateTime Gets or sets the expense date.

Required


GetClaimantsRequest

Get claimants advances
Property Type Comments Rules
EmployeeId int Gets or sets the employee id.

Required
ExpenseId int Gets or sets the expense id.

Required


GetClaimantsVehiclesRequest

The get claimants vehicles request.
Property Type Comments Rules
EmployeeId int Gets or sets the employee id.

Required
ExpenseId int Gets or sets the expense id.

Required
ExpenseDate DateTime Gets or sets the expense date.

Required
SubCatId int Gets or sets the sub cat id.

Required


GetExpenseSubCategoryNamesByIdsRequest

Facilitates the retrieval of subcat names from their Ids
Property Type Comments Rules
SubCatIds List<int> A list of Subcat Ids.

Required


GetFlagsGridRequest

Handles the request for the expenses flag gird
Property Type Comments Rules


GlobalIdentifierRequest

The global identifier request.
Property Type Comments Rules
GlobalIdentifier string Gets or sets the global identified.



HolidayRequest

The holiday request.
Property Type Comments Rules
Id int Gets or sets the holiday Id.

StartDate DateTime Gets or sets the holiday start date.

Required
EndDate DateTime Gets or sets the holiday end date.

Required


ImportTransactionRequest

The import transaction request.
Property Type Comments Rules
CardProviderName string Gets or sets the card provider name.

StatementDate DateTime Gets or sets the statement date.

TransactionData string Gets or sets the transactionData to import.



LoginRequest

Encapsulates the extra details required to log in to the API.
Property Type Comments Rules
Username string The username.

Required
Password string The password to match the

Required
Company string The company for which the API user is using the API.

Required


MileageCategoryRequest

The MileageCategoryRequest Used to Create or Update a MileageCategory
Property Type Comments Rules
Label string The label for this mileage category.

Required
Comment string The comment for this mileage category.

ThresholdType ThresholdType The ThresholdType for this mileage category.

Required
CalculateNewJourneyTotal bool Whether new journey totals should be calculated for this mileage category.

UnitOfMeasure MileageUOM The unit of measure for this mileage category.

Required
Must be a valid enum member
Currency int The Id of the currency that applies to this mileage category.

NhsMileageCode string The user rates table.

Required
StartEngineSize int The user rates from engine size.

EndEngineSize int The user rates to engine size.

FinancialYearId Nullable<int> The Id of the financial year for this mileage category.



MileageDateRangeRequest

Property Type Comments Rules
DateRanges List<DateRange> A list of DateRanges



MileageThresholdRequest

Property Type Comments Rules
Thresholds List<Threshold> A list of DateRanges



MyDetailRequest

The my detail request.
Property Type Comments Rules
EmployeeId int Gets or sets the employee id.

Title string Gets or sets the title of the employee. Mr, Ms etc.

Required
Forename string Gets or sets the forename of the employee.

Required
Surname string Gets or sets the surname of the employee.

Required
TelephoneExtensionNumber string Gets or sets the telephone extension number for this employee.

TelephoneNumber string Gets or sets the telephone number for this employee.

MobileNumber string Gets or sets the mobilr number for this employee.

PagerNumber string Gets or sets the pager number for this employee.

EmailAddress string Gets or sets the email address for this employee.

PersonalEmailAddress string Gets or sets the personal email address for this employee.



ReceiptRequest

Class holds a receipt post.
Property Type Comments Rules
ExpenseId int Gets or sets the expense id.

Receipt string Gets or sets the receipt image data. This should be a Base 64 string

FileType string The file type of the receipt.



ResetKeyRequest

Encapsulates requests to the validate reset key method of
Property Type Comments Rules
ResetKey string Gets or sets the reset key.

Required


ReturnExpenseItemsRequest

THe request for returning expense items
Property Type Comments Rules


SaveEnvelopesRequest

The save envelopes request.
Property Type Comments Rules
ClaimId int Gets or sets the claim id.

ClaimEnvelopes Models.Requests.ClaimEnvelopeInfo> Gets or sets a list of ClaimEnvelopeInfo.



TeamLinkToMembersRequest

Defines a request that describes the linking of a team to team members.
Property Type Comments Rules
EmployeeIds List<int> A list of employee Ids.

Required


ThresholdFuelRateRequest

Property Type Comments Rules
FuelRate FuelRate A FuelRate



UpdateExpenseItemRequest

The request for updating an expense item.
Property Type Comments Rules


UpdateMultipleGeneralOptions

Contains a list of global or account specific option in the system.
Property Type Comments Rules
GeneralOptions List<GeneralOption> A list GeneralOption



UserDefinedFieldRequest

The user defined field request.
Property Type Comments Rules
UserDefinedFieldId int Gets or sets the user defined field id.

Description string Gets or sets the description.

DisplayName string Gets or sets the display name.

Tooltip string Gets or sets the tooltip.

Mandatory bool Gets or sets a value indicating whether mandatory.

FieldType FieldType Gets or sets the field type.

HyperlinkPath string Gets or sets the hyperlink path.

HyperlinkText string Gets or sets the hyperlink text.

Precision Nullable<int> Gets or sets the precision.

MaxLength Nullable<int> Gets or sets the max length.

Default string Gets or sets the default.

ItemSpecific bool Gets or sets a value indicating whether is item specific.

AllowEmployeeToPopulate bool Whether the employee is allowed to populate.

TableId Guid Gets or sets the table id.

Format AttributeFormat Gets or sets the format.

AppliesToTableId Guid Gets or sets the applies to table Id.

MaxRows int Gets or sets the max rows.

ListItems List<UdfListElement> Gets or sets the list items.

AllowSearch bool Gets or sets a value indicating whether allow search.

Order int Gets or sets the order.

Encrypted bool Gets or sets a value indicating whether the field is encrypted.



UserRequest

Generates a
Property Type Comments Rules
AccountId int The Id of the Account for the User

Email string The Email of the User



Reference Types

AccessRights

A group of permissions that correspond to operations the user can perform.
Property Type Comments Rules
CanView bool Whether the Employee can View the element / area.

CanAdd bool Whether the Employee can Add the element / area.

CanEdit bool Whether the Employee can Edit the element / area.

CanDelete bool Whether the Employee can Delete the element / area.



AccessRole

Represents a permission that can be applied to an Employee to allow them access to a specfific part of the system.
Property Type Comments Rules
Id int RoleID of the access role.

Label string Label of the access role.

Required
Max Length: 100
Description string Description for the access role.

Max Length: 4000
ElementAccess List<ElementAccessDetail> List of individual ElementAccessDetail that correspond to the SpandManagement system.

ExpenseClaimMinimumAmount Nullable<decimal> The minimum amount a claim is allowed to be before it cannot be submitted, or null if no minimum is set.

ExpenseClaimMaximumAmount Nullable<decimal> The maximum amount a claim is allowed to be before it cannot be submitted, or null if no maximum is set.

AccessLevel AccessRoleLevel Gets the access level the user has within reports.

Required
Must be a valid enum member
AccessRoleLinks List<int> Returns a list of AccessRoleIDs, which this role can access to report on.

CanEditCostCode bool Can this user modify their cost code allocations.

Required
CanEditDepartment bool Can this user modify their department allocations.

Required
CanEditProjectCode bool Can this user modify their project code allocations.

Required
MustHaveBankAccount bool Does the Employee require a Bank Account to claim Expenses?

Required
CustomEntityAccess List<CustomEntityGroupAccess> List of individual custom entity access indexed by entity id.

AllowWebsiteAccess bool Allow this role access to the website.

Required
AllowMobileAccess bool Allow this role access to the Mobile.

Required
AllowApiAccess bool Allow this role access to the Api.

Required


AccessRoleBasic

An access role in it's most basic format
Property Type Comments Rules
Id int RoleID of the access role.

Label string Label of the access role.

Description string Description for the access role.



Address

A Global Address represents a location on the planet.
Property Type Comments Rules
Id int The address location id.

GlobalIdentifier string The identifier from Postcode Anywhere

AddressSource AddressSource Denotes where the address came from

AddressName string The name for the address, usually a company name when supplied.

Max Length: 250
FriendlyName string Gets or sets the friendly name or the address.

Line1 string The first line of the address, usually a number and street.

Required
Max Length: 256
Line2 string The second line of the address.

Max Length: 256
Line3 string The second line of the address.

Max Length: 256
City string The city.

Max Length: 256
County string The county this address is in.

Max Length: 256
Country int The country (global country id) the address is in.

Postcode string The address's postal code.

Max Length: 32
AccountWideLabels List<int> A list of the account-wide labels for this Address. Editing this list will have no effect. Use the PATCH resources.

IsAccountWideFavourite bool Is the address favourited for the entire account. Use the PATCH resource to set this.

FavouriteId int Gets or sets whether the address has a favouriteId

PrimaryAccountWideLabel Nullable<int> The primary Label out of the account wide labels, if there are any. You can set the primary account wide label by using the PATCH resource.

RecommendedDistances List<int> A list of the manual recommended distances between between this Address and other Addresses. Editing this list will have no effect. Use the AddressRecommendedDistance resource.

IsRetriveable bool Gets or sets whether the address is retriveable

AddressActionOutcome Common.Enum.AddressActionOutcome Gets or sets the address action outcome.

Label string Gets or sets the label.

LabelId int Gets or sets the label id.

StartDate Nullable<DateTime> Gets or sets the start date for the address.

EndDate Nullable<DateTime> Gets or sets the end date for the address.

IsHomeAddress bool Gets or sets a value indicating whether is home address.

IsOfficeAddress bool Gets or sets a value indicating whether is office address.

StepSummary string Gets the step summary.

AddressFriendlyText string Gets the address friendly text.

EsrAssignmentId int The ESR assignment Id associated with the address

Archived bool Whether this object is in an archived status.



AddressLabel

The address label.
Property Type Comments Rules
Id int Gets or sets the address location id.

GlobalIdentifier string Gets or sets the identifier from Postcode Anywhere

FriendlyName string Gets or sets the address friendly text.

Label string Gets or sets the label.

LabelId int Gets or sets the label id.

PrimaryAccountWideLabel Nullable<int> Gets or sets the primary account wide label Id.



AddressRecommendedDistance

Represents a recommended (user defined) distance between two Addresses. Important: The Id pattern here works slightly differently. Due to the highly flexible nature of Addresses and distances in Expenses, multiple journey distances can be recorded for two addresses. To find other pairs, look up addresses by the Address Ids.
Property Type Comments Rules
Id int The unique Id of this record in the database.

AddressAId int The Id of the first address.

AddressBId int The Id of the target address.

RecommendedDistance decimal The recommended (manually entered) distance between the two addresses.



Advance

A class to hold the basic details about an advance
Property Type Comments Rules
FloatId int Gets or sets the float id.

EmployeeId int Gets or sets the employee id.

CurrencyId int Gets or sets the currency id.

Name string Gets or sets the advance name.

DisplayName string Gets or sets the display name. A concatination of the advance name and currency name

Available bool Gets or sets the value if advance is available or not

Outcome string Gets or sets the outcome of an action against an Advance.



Allowance

An Allowance represents a sum of money that can be claimed against.
Property Type Comments Rules
Id int The unique Id for this Allowance object.

Label string The name / label for this Allowance object.

Required
Max Length: 50
Description string A description of this Allowance object.

Max Length: 4000
CurrencyId int The Id of the Currency under which this allowance is paid.

Required
NightHours int How many hours the employee must be away before they can claim the higher NightRate.

NightRate decimal The rate that the claim can be paid at, above the hours specified by NightHours.

AllowanceRates List<AllowanceRate> Defines allowance rates further to the initial Night Rate allowance.



AllowanceRate

An Allowance Rate is attached to an allowance to say: "After THIS many hours, pay the claimant THIS rate.".
Property Type Comments Rules
Id int The Key / Id of this Allowance Rate.

AllowanceId int The Primary Key / Id of the Allowance that this AllowanceRate is tied to.

Required
HourThreshold int The threshold (hours) at which the HourlyRate will be charged.

HourlyRate decimal The rate of charge after the HourThreshold has been reached.



AllowExpenseItems

The response for AllowExpenseItems
Property Type Comments Rules
NumberOfApprovedItems Nullable<int> The number of approved items

HasReturnedItems bool Does the claim have returned items

FlaggedItemsManager FlaggedItemsManager The FlaggedItemsManager

HasMessage bool Does the result have a message

NoDefaultAuthoriserPresent bool Is there no default authoriser present



AssociatedExpense

An expense that is associated with a flag where it has caused the flag to occur.
Property Type Comments Rules
ClaimName string Gets or sets the claim name the expense belongs to.

ReadOnly
Date DateTime Gets or sets the date of the expense item.

ReadOnly
ReferenceNumber string Gets or sets the reference number of the expense item.

ReadOnly
Total string Gets or sets the total of the expense item.

ReadOnly
ExpenseItem string Gets or sets the name of the expense item (subat).

ReadOnly
ExpenseId int Gets or sets the expense id.

ReadOnly


AssociatedExpenseItem

An expense item (subcat) that belongs to the expense item collection on a flag.
Property Type Comments Rules
SubcatId int Gets or sets the subcat id.

ReadOnly
Name string Gets or sets the name of the subcat.

ReadOnly


Attachment

The attachment.
Property Type Comments Rules
AttachmentId int Gets or sets the attachment's identifier

CreatedOn DateTime Gets or sets the created on date.

FileData byte[] Gets or sets the file data bytes.

Filename string Gets or sets the filename.

OwnerRecordId int Gets or sets the record id of the entity that relates to this attachment.

Title string Gets or sets the title.



Attribute

Holds the attribute details for a user defined field
Property Type Comments Rules
Attributeid int Get attribute Id

Attributename string Get attribute name

Displayname string Get friendly display name of attribute

Description string Get attribute description

Tooltip string Get associated tool tip

Mandatory bool Get mandatory indication

DisplayInMobile bool Gets a value indicating whether the attribute should be displayed to mobile users.

Fieldtype TypeOfUserDefinedField Get field type

Createdon DateTime Get attribute creation date

Createdby int Get User ID of attribute creator

Modifiedon Nullable<DateTime> Get attribute last modification date

Modifiedby Nullable<int> Get User ID of attributes modifer

Fieldid Guid Get field id for reporting of attribute

Iskeyfield bool Get whether the attribute is a key field

Isauditidentifer bool Get whether attribute is used as audit log field identifier

Isunique bool Gets whether the attribute value is to be unique

AllowEdit bool Gets whether the attribute can be edited

AllowDelete bool Gets whether the attribute can be deleted

IsSystemAttribute bool Gets whether the attribute was generated by the application and not a user

BoolAttribute bool A generic boolean attribute for the attribute. Attachment attribute - include image library Formatted text box - strip font tags from html before save.

MaxLength int The max length for the field

FieldFormat FieldFormat The format of the field

Precision int The precision of a number field

HyperLink UI.WebControls.HyperLink Details of the hyperlink for a hyperlink field

DefautCheckValue string The default value for a checkbox field

ListElements List<UserDefinedFieldListElement> The list of values that make up the list field type



AuthoriserJustification

The authoriser justification.
Property Type Comments Rules
FlaggedItemId int Gets the flagged item this justification relates to

ReadOnly
Stage int Gets the stage this justification relates to

ReadOnly
FullName string Gets the full name of the employee that provided the justification

ReadOnly
Justification string Gets the justification provided

ReadOnly
DateStamp DateTime Gets the date and time the comment was made

ReadOnly
DelegateID Nullable<int> Gets or sets the id of the employee if a delegate logged the justification.

ReadOnly
Time string Gets the elapsed time from now.



BankAccount

The bank account type.
Property Type Comments Rules
BankAccountId int Get or sets the bank account ID

EmployeeId int Get or sets the employeeID of the employee who owns this bank account

AccountName string Get or sets the name given to this account by the user

AccountNumber string Get or sets the unique number given to this account by the user

AccountType int Get or sets the account type

SortCode string Get or sets the sort code

Reference string Get or sets the reference value

CurrencyId int Get or sets the currency id

CurrencyName string Gets or sets the currency name.

CountryId int Get or sets country id

Archived bool archived

Outcome string The outcome of an action against a bank account i.e. save/edit

Iban string Gets or sets Iban of an account number

SwiftCode string Gets or sets the Swift code of an account number



BankAccount

Represents a User's Bank Account information.
Property Type Comments Rules
AccountId int The AccountId

AccountName string The Account Name

AccountHolderName string The account holder name.

AccountNumber string The account number.

AccountType string The account type.

SortCode string The sort code.

AccountReference string The account reference.



BankAccountMasterData

A class to describe the master data used to build up the Add/Edit Bank Accounts
Property Type Comments Rules
EmployeeId int Gets or sets the employee id.

CountryList IList<Country> Gets or sets a list of

CurrencyList IList<Currency> Gets or sets a list of

PrimaryCurrencyId int Gets or sets the primary currency id.

PrimaryCountryId int Gets or sets the primary country id.



BaseCurrency

The Base Currency superclass has 2 subclasses, CurrencyMonth and CurrencyDateRange. It contains the common property, ExchangeRateTable.
Property Type Comments Rules
ExchangeRateTable SortedList<int, double> The sorted list of Exchange Rates.

Required
ApiExchangeRateTable List<CurrencyWithRate> Gets or sets the exchange rate table received from the api. Api could not cope with a sorted list hence needed the class CurrencyWithRate.



BudgetHolder

A Budget Holder is the encapsulation of an Employee => Budget assignment. A budget holder can be linked to a particular stage in a group.
Property Type Comments Rules
Id int The unique Id for this BudgetHolder object.

Label string The name / label for this BudgetHolder object.

Required
Max Length: 50
Description string A description of this BudgetHolder object.

Required
Max Length: 4000
EmployeeId Nullable<int> The Id of the Employee who is responsible for this budget.

Required


CardProvider

Represents a company that provides Credit / Debit cards, such as American Express or Barclaycard.
Property Type Comments Rules
CardProviderId int The card provider Id.

CardProviderName string The name of the card provider.

CardType CorporateCardType The type of the card.



CardStatement

Entity represents Card Statements.
Property Type Comments Rules
StatementId int Gets or sets the Statement Id for the Card Statement

StatementName string Gets or sets the Statement Name for the Card Statement

StatementType ExpenseItemType Gets or sets the Statement Type for the Card Statement



Claim

Represents an expense claim in the system. This is the mechanism by which claimants account for the money they have spent and wish to claim back. A claim contains a list of ExpenseItems.
Property Type Comments Rules
Id int The unique Id of this claim in the database.

Required
ClaimNumber int The Claim Number.

Required
EmployeeId int The Employee Id.

Required
AccountId int The Account Id.

Required
Name string The Name given to this claim.

Required
Max Length: 50
Description string The description given to this claim.

Max Length: 2000
Stage int The SignoffGroup stage that this claim is currently at.

Approved bool Whether this Claim has been approved.

DateSubmitted Nullable<DateTime> The date that this claim was submitted (if it has been submitted).

Submitted bool Whether the claim has been submitted or not.

DatePaid Nullable<DateTime> The date that this claim was paid (if it has been paid).

Status ClaimStatus The current status of this claim.

Required
Must be a valid enum member
TeamId int The Id of the team relating to this claim.

CheckerId int The Id of the checker, whomever it is.

SplitApprovalStage bool Whether the approval stage should be split.

CurrencyId int The Id of the currency that this claim is in.

ClaimType ClaimType The type of this claim.

Required
Must be a valid enum member
ReferenceNumber string Gets the reference number for the claim.

Max Length: 11
ClaimStage ClaimStage Gets whether the claim is at current, submitted or previous

Required
Must be a valid enum member
HasClaimHistory bool Gets whether there is any history associated with this claim

CurrentApprover string Gets the approver currently responsible for authorising the claim

TotalStageCount int Gets the total number of stages the claim has to go through to be authorised

HasReturnedItems bool Gets whether the claim includes any expense items that have been returned for amendment

HasCashItems bool Gets whether there are any cash card items on the claim

HasCreditCardItems bool Gets whether there are any credit card items on the claim

HasPurchaseCardItems bool Gets whether there are any purchase card items on the claim

HasFlaggedItems bool Gets whether there are any flagged items on the claim

NumberOfItems int Gets the total number of items on the claim

StartDate Nullable<DateTime> Gets the earliest item date on the claim

EndDate Nullable<DateTime> Gets the latest item date on the claim

Total decimal Gets the total monetary value of the claim

AmountPayable decimal Gets the monetary amount the claimant will receive back

NumberOfReceipts int Gets the total number of receipts on the claim

NumberOfUnapprovedItems int Gets the number of items that have not yet been approved

PurchaseCardTotal decimal Gets the total monetary value of purchase card items

CreditCardTotal decimal Gets the total monetary value of credit card items

ExpenseItems List<int> Returns a list of all of the Ids of each expense item in this claim.

Envelopes List<int> Returns a list of the Ids of each Envelope attached to this claim.

IncompleteEnvelopes List<int> Returns a list of the Ids of each Envelope that has an imcomplete status.

PayBeforeValidate bool Gets or sets a value indicating whether pay before validate is active.



ClaimantStatistics

A class to store claimant statistics
Property Type Comments Rules
ReceiptWalletCount int The number of receipt wallets.

CurrentClaimsCount int Holds the count of claims at the current stage

SubmittedClaimsCount int Holds the count of claims at the submitted stage

PreviousClaimsCount int Holds the count of claims at the previous stage



ClaimBasic

A simple version of the Claim class
Property Type Comments Rules
EmployeeId int The employee id number.

Required
ClaimId int The claim id number.

Required
ClaimNumber int The claim number.

Required
ClaimName string The given claim name.

Required
Max Length: 50
Description string The claim description

Required
Max Length: 2000
EmployeeName string The employee name

Max Length: 350
BaseCurrency int The base currency of the claim.

Stage int The current stage of the claim in the sign off group

Required
TotalStageCount int Gets the total number of stages the claim has to go through to be authorised

ClaimStage ClaimStage Gets or sets the stage. The SignoffGroup stage that this claim is currently at.

Status ClaimStatus The current status of the claim.

Required
Must be a valid enum member
Approved bool Specified if the claim is currently approved.

Submitted bool Shows whether the claim has been submitted or not.

CheckerId Nullable<int> The id number of the claim checker

ItemCheckerId Nullable<int> Gets or set the ItemCheckerId for the claim.

DisplayDeclaration bool Whether to show the declaration at the current claim stage.

ReferenceNumber string The reference number for the claim.

Max Length: 11
CurrencySymbol string The currency symbol use for the base currency of the claim.

Max Length: 50
CurrencyLabel string The currency label for the base currency of the claim.

AmountPayable decimal Gets the monetary amount the claimant will receive back

Total decimal Gets the total amount the claimant will receive back

DisplayOneClickSignoff bool Whether one click sign off is permitted

NumberOfItems int The number of expense items on the claim

DateSubmitted Nullable<DateTime> The date the claim was submitted

DatePaid Nullable<DateTime> Gets or sets the date paid.

ClaimBasicOutcome ClaimBasicOutcome The outcome of the claimbasic action

ClaimEnvelopeInfo List<ClaimEnvelopeInfo> Gets or sets the list of envelope information.

CurrentApprover string Gets the approver currently responsible for authorising the claim

Claimant string Gets or sets the claimant name

CanBeUnassigned bool Gets or sets a value indicating whether a claim can be unassigned from the current approver



ClaimCountForAllStages

A class to hold the count of claims at the various stages
Property Type Comments Rules
CurrentClaimsCount int Holds the count of claims at the current stage

SubmittedClaimsCount int Holds the count of claims at the submitted stage

PreviousClaimsCount int Holds the count of claims at the previous stage



ClaimDefinition

A basic definition of the claims object.
Property Type Comments Rules
Id int The id number of the claim.

Required
Name string The name of the claim.

Required
Max Length: 50
Description string A description of the claim.

Max Length: 2000
UserDefinedFields List<UserDefinedFieldValue> A list of user defined fields

ClaimDefinitionOutcome ClaimDefinitionOutcome The result of a ClaimDefinition action



ClaimDefinitionResponse

A basic definition of the claims object.
Property Type Comments Rules
Id int The id number of the claim.

Required
Name string The name of the claim.

Required
Max Length: 50
Description string A description of the claim.

Max Length: 2000
UserDefinedFields List<UserDefinedFieldType> A list of user defined fields./>

ClaimDefinitionOutcome ClaimDefinitionOutcome The result of a ClaimDefinition action



ClaimExpenseItem

The claim expense item.
Property Type Comments Rules
ExpenseItem ExpenseItem Gets or sets the expense item.

Subcat ExpenseSubCategory Gets or sets the subcat.



ClaimExpenseOverview

The claim expense item overview to hold the basic details of an expense item
Property Type Comments Rules
Id int Gets or sets ExpenseId of this item in the database.

Returned bool Gets or sets a value indicating whether this item is returned to the claimant.

Date DateTime Gets or sets date of this item.

JourneySteps List<JourneyStep> Gets or sets the sorted list of int, JourneyStep that apply to this item.

Flags List<FlagSummary> Gets or sets the flags.

BaseCurrency int Gets or sets Base Currency (in case a conversion is needed).

CurrencySymbol string Gets or sets the currency symbol.

GrandTotalVat decimal Gets or sets the grand vat total.

GlobalTotal decimal Gets or sets Global Total.

GrandTotalGlobal decimal Gets or sets Global Grand Total.

HasSplitItems bool Gets a value indicating that current expense item has split items in it.

SubCatDescription string Gets or sets the sub cat description.



ClaimReason

Represents a reason by which a user can claim expenses back.
Property Type Comments Rules
Id int The unique Id for this ClaimReason object.

Label string The name / label for this ClaimReason object.

Required
Max Length: 50
Description string A description of this ClaimReason object.

Max Length: 4000
AccountCodeVat string The Account code for VAT.

Max Length: 50
AccountCodeNoVat string The non-VAT account code.

Max Length: 50
Archived bool Archived value of a reason.



ClaimSignOffDetails

Represents the details for a signed off Claim.
Property Type Comments Rules
SignOffGroupId Nullable<int> The Sign off group id.

CreditCardSignOffGroupId Nullable<int> The sign off group for credit card.

PurchaseCardSignOffGroupId Nullable<int> The sign off group for purchase card.

AdvancesSignOffGroupId Nullable<int> The sign off group for advances.

ItemRoles List<int> The list of associated Item Roles for this Employee. Do not try to modify this user's List by changing this list. Instead use the List resource.

ReadOnly


CorporateCard

Represents a corporate card against which items can be paid for and expenses claimed.
Property Type Comments Rules
Id int The Card Id.

EmployeeId int The owning Employee. EmployeeID is essential to adding a CorporateCard. A card cannot currently exist without a valid Employee to own it.

CardType CardType The type of card that this card is. Card Type - Purchase Card : 0, Credit Card : 1

Must be a valid enum member
CardProviderId int The Id of the Card Provider.

CardNumber string The long Card Number.

IsActive bool Whether the card is active.



CostCentreBreakdown

Cost Centre Percentage.
Property Type Comments Rules
DepartmentId Nullable<int> Gets or sets the code for the element to which the percentage is allocated (the project code type)

DepartmentDescription string Gets or sets the department description.

CostCodeId Nullable<int> Gets or sets the code for the element to which the percentage is allocated (the project code type)

CostCodeDescription string Gets or sets the cost code description.

ProjectCodeId Nullable<int> Gets or sets the code for the element to which the percentage is allocated (the project code type)

ProjectCodeDescription string Gets or sets the project code description.

Percentage int Gets or sets the percentage of allocation



CostCode

A CostCode is a unit of financial information against which you record expenditure.
An Employee or an ExpenseSubCategory.
Property Type Comments Rules
Id int The Id of this object.

Label string The name / label for this CostCode object.

Required
Max Length: 50
Description string A description of this CostCode object.

Max Length: 4000
OwnerId Nullable<int> The Id of the Owner of this cost code (if there is one).

Required if OwnerType is populated.
OwnerType Accounts.Elements.ModuleElements> The SpendManagementElement Type of the Owner (if there is one.) Should be one of these three:
SpendManagementElement.Employee,
SpendManagementElement.BudgetHolder, or
SpendManagementElement.Team.

Required if OwnerId is populated.
Must be a SpendManagementElement
UserDefined List<UserDefinedFieldValue> A sorted dictionary of any User Defined Fields.

Archived bool Whether this object is in an archived status.



CostcodeBreakdownSettings

Costcode breakdown settings from general options
Property Type Comments Rules
UseDepartmentCodes bool Is department assigned to item

DepartmentsOn bool Is department visible for claimant

UseDepartmentCodeDescription bool Is description visible for department

UseDeptOnGenDetails bool Whether show department in general detail section or not

UseCostCodes bool Is costcode assigned to item

CostCodesOn bool Is costcode visible for claimant

UseCostCodeDescription bool Is description visible for costcode

UseCostCodeOnGenDetails bool Whether show costcode in general detail section or not

UseProjectCodes bool Is projectcode assigned to item

ProjectCodesOn bool Is projectcode visible for claimant

UseProjectCodeDescription bool Is description visible for projectcode

UseProjectCodeOnGenDetails bool Whether show projectcode in general detail section or not

UseDefaultAllocation bool Whether to use default costcode allocation or not



CostCodeBreakdownWithLabelData

The cost code breakdown with label class.
Property Type Comments Rules
DepartmentId Nullable<int> Gets or sets the department for the element to which the percentage is allocated

DepartmentDecription string Gets or sets the department description for the element to which the percentage is allocated

CostCodeId Nullable<int> Gets or sets the cost code for the element to which the percentage is allocated

CostCodeDecription string Gets or sets the cost code description for the element to which the percentage is allocated

ProjectCodeId Nullable<int> Gets or sets the project code for the element to which the percentage is allocated

ProjectDecription string Gets or sets the project code description for the element to which the percentage is allocated

Percentage int Gets or sets the percentage of allocation



CostcodeSettings

Cose code settings
Property Type Comments Rules
DisplayAs string What to display in the field label

DisplayForCash bool Whether to showFrom field for cash items

DisplayForCreditCard bool Whether to showFrom field for credit card items

DisplayForPurchaseCard bool Whether to showFrom field for purchase card items

DisplayOnIndividualItem bool Whether to showFrom field for individual expense items

MandatoryForCash bool WhetherFrom field is mandatory for cash items

MandatoryForCreditCard bool WhetherFrom field is mandatory for credit card items

CanAddFromField bool Whether the account permits employees to add a new From field from Add/Edit Expense



Country

Represents a real world country that users are allowed to make claims in. There are a fixed amount of Countries in the world, so SpendManagement represents these with a Global set. Each account can then choose how many from the global set they would like including in their custom configuration of Expenses. That is what this Country object is for. The GlobalCountryId propery can be used with the Globals resource to find more information on countries.
Property Type Comments Rules
CountryId int The unique ID of the country.

CountryName string The country name

GlobalCountryId int The Id of the Global Country that this represents.
Use the Globals resource to find GlobalCountries.

Required
VatRates IEnumerable<VatRate> The VAT rates for this country.

Archived bool Whether this object is in an archived status.



CountrySettings

The fields settings for Country
Property Type Comments Rules
DisplayAs string What to display in the field label

DisplayForCash bool Whether to show Country for cash items

DisplayForCreditCard bool Whether to show Country for credit card items

DisplayForPurchaseCard bool Whether to show Country for purchase card items

DisplayOnIndividualItem bool Whether to show Country for individual expense items

MandatoryForCash bool Whether Country is mandatory for cash items

MandatoryForCreditCard bool Whether Country is mandatory for credit card items

CanAddNewCountry bool Whether the account permits employees to add a new Country from Add/Edit Expense



CountrySubCat

Represents a join between a Country and an ExpenseSubCategory.
Property Type Comments Rules
SubCatId int The Id of the ExpenseSubCategory.

CountryId int The Id of the Country.

AccountCode string The Account Code.



CreditCardTransaction

The credit card transaction.
Property Type Comments Rules
TransactionId int Gets or sets the tranaction id.

TransactionDateTime Nullable<DateTime> Gets or sets the transaction date time.

Description string Gets or sets the description.

CardNumber string Gets or sets the card number.

TransactionAmount decimal Gets or sets the transaction amount.

OrginalAmount Nullable<decimal> Gets or sets the orginal amount.

Label string Gets or sets the label.

ExchangeRate Nullable<decimal> Gets or sets the exchange rate.

Country string Gets or sets the country.

AllocatedAmount Nullable<decimal> Gets or sets the allocated amount.

UnallocatedAmount Nullable<decimal> Gets or sets the unallocated amount.

CurrencySymbol string Gets or sets the currency symbol of the transaction.

CurrencyId int Gets or sets the currency Id of the transaction.

PrimaryCurrencySymbol string Gets or sets the primary currency symbol of the employee.

RemainingAmountToBeReconciled decimal Gets or sets the orginal remaining amount on the transaction (this is in the orginating currency)



Currency

Represents a monetary currency. There are a finite amount of Currencies in the world, so SpendManagement represents these with a Global set. Each account can then choose how many from the global set they would like including in their custom configuration of Expenses. That is what this Currency object is for. The GlobalCurrencyId propery can be used with the Globals resource to find more information on currencies.
Property Type Comments Rules
CurrencyId int The unique Id of the currency.

Required
CurrencyName string The currency name

GlobalCurrencyId int The Global Currency Id.
Use the Globals resource to find GlobalCurrencies.

Required
AlphaCode string Gets or sets the alpha code of the currency

Archived bool Whether this object is in an archived status.



CurrencyDateRange

Represents a date range specific currency for exchage rates.
Property Type Comments Rules
CurrencyDateRangeId int The unique Id.

StartDate DateTime The start date.

EndDate DateTime The end date.

ExchangeRateTable SortedList<int, double> The sorted list of Exchange Rates.

Required
ApiExchangeRateTable List<CurrencyWithRate> Gets or sets the exchange rate table received from the api. Api could not cope with a sorted list hence needed the class CurrencyWithRate.



CurrencyExchangeRates

Currency exchange rates are collections of conversion values that affect Currencies.
Property Type Comments Rules
CurrencyId int The unique Id of the exchange rate.

Required
CurrencyType CurrencyType The Type of the currency this exchange rate applies to.

Required
ExchangeRates ExchangeRates The list of actual exchange rates for their types.



CurrencyExchangeRatesList

The currency exchange rates list.
Property Type Comments Rules


CurrencyMonth

Represents a monthly style currency for exchange rates.
Property Type Comments Rules
CurrencyMonthId int The unique Id.

Month int The Month.

Year int The Year.

ExchangeRateTable SortedList<int, double> The sorted list of Exchange Rates.

Required
ApiExchangeRateTable List<CurrencyWithRate> Gets or sets the exchange rate table received from the api. Api could not cope with a sorted list hence needed the class CurrencyWithRate.



CurrencySettings

The fields settings for Currency
Property Type Comments Rules
DisplayAs string What to display in the field label

DisplayForCash bool Whether to show Currency for cash items

DisplayForCreditCard bool Whether to show Currency for credit card items

DisplayForPurchaseCard bool Whether to show Currency for purchase card items

DisplayOnIndividualItem bool Whether to show Currency for individual expense items

MandatoryForCash bool Whether Currency is mandatory for cash items

MandatoryForCreditCard bool Whether Currency is mandatory for credit card items

CanAddNewCurrency bool Whether the account permits employees to add a new Currency from Add/Edit Expense



CurrencyWithRate

The class that contains currency id with its exchange rate
Property Type Comments Rules
CurrencyId int Gets or sets the currency id

ExchangeRate double Gets or sets the exchange rate



CustomEntity

An instance of a Custom Entity
Property Type Comments Rules
Fields List<CustomEntityFormField> Gets or sets a list of custom entity form fields

Id int Gets or sets the identifier of this custom entity



CustomEntityAttribute

The Custom Entity Attribute API Class
Property Type Comments Rules
Description string Gets or sets the description of the field

DisplayName string Gets or sets the field's name

FieldId Guid Gets or sets the field's unique identifier

Id int Gets or sets the field's database identifier

Tooltip string Gets or sets the field's tooltip

Type FieldType Gets or sets the field type enumerator

Format AttributeFormat Gets or sets the attribute format enumerator



CustomEntityElementAccess

Defines the permissions for accessing a Greenlight element.
Property Type Comments Rules
Id int Returns the custom entity Form id

CustomEntityId int Returns the related custom entity's Id

Type CustomEntityElementType The type of this element (form/view etc)

AccessRights AccessRights The Access Rights for this CustomEntityAccess



CustomEntityForm

Custom Entity Form API Class
Property Type Comments Rules
Id int Gets or sets the identifier of the form

Tabs List<CustomEntityFormTab> Gets or sets the list of custom entity form tabs related to this form Note that only the first tab is populated, this is by design for the corporate diligence mobile app



CustomEntityFormAccess

Defines the permissions for accessing a Greenlight form.
Property Type Comments Rules
Id int Returns the custom entity Form id

CustomEntityId int Returns the related custom entity's Id

Type CustomEntityElementType The type of this element (form/view etc)

AccessRights AccessRights The Access Rights for this CustomEntityAccess



CustomEntityFormField

The Custom Entity Form Field API Class
Property Type Comments Rules
Attribute CustomEntityAttribute Gets or sets the field's attribute

Column byte Gets or sets the column position of this field

Row byte Gets or sets the row position of this field

LabelText string Gets or sets the field's label text



CustomEntityFormSection

Custom Entity Form Section API Class
Property Type Comments Rules
Fields List<CustomEntityFormField> Gets or sets a list of custom entity form fields

Id int Gets or sets the identifier of this section

HeaderCaption string Gets or sets the header caption text for this section

Type CustomEntityFormSectionType Gets or sets the type



CustomEntityFormTab

Custom Entity Form Tab API Class
Property Type Comments Rules
Id int Gets or sets the identifier of the tab

HeaderCaption string Gets or sets the tab header text

Sections List<CustomEntityFormSection> Gets or sets a list of custom entity form sections



CustomEntityGroupAccess

Defines the permissions for accessing a custom entity / Greenlight
Property Type Comments Rules
Id int The Id of the Greenlight group

CustomEntityName string Gets or Sets the Name of the Greenlight Entity

AccessRights AccessRights The Access Rights for this CustomEntityAccess

Required
ElementAccess IList<CustomEntityElementAccess> A List of ElementAccess objects for this GreenLight custom object.



CustomEntityLookupDisplayAttribute

The Custom Entity Lookup Display Attribute API Class
Property Type Comments Rules
OriginalType FieldType Gets or sets the lookup display attribute's underlying field type

OriginalFormat AttributeFormat Gets or sets the lookup display attribute's underlying format

Description string Gets or sets the description of the field

DisplayName string Gets or sets the field's name

FieldId Guid Gets or sets the field's unique identifier

Id int Gets or sets the field's database identifier

Tooltip string Gets or sets the field's tooltip

Type FieldType Gets or sets the field type enumerator

Format AttributeFormat Gets or sets the attribute format enumerator



CustomEntityRecord

Custom Entity Record API Class
Property Type Comments Rules
Id int Gets or sets the identifier of the record

Data SortedList<object, object> Gets or sets the data for the record. The key is an object because cCustomEntities.getEntityRecord() returns a list that uses integer keys, whereas cGridNew (used for getting multiple records) returns a list that uses string keys.

Attachments List<Attachment> Gets or sets the list of attachments associated with this custom entity record

TorchAttachments List<Attachment> Gets or sets the list of torch history attachments associated with this custom entity record



CustomEntityView

Custom Entity View API class.
Property Type Comments Rules
Id int Gets or sets the unique Id of this View

EntityId int Gets or sets the related custom entity Id.

Description string Gets or sets the description

Name string Gets or sets the name.

EntityPluralName string Gets or sets the plural name of the view's custom entity.

IconUri string Gets or sets the URI to the corresponding icon.

DefaultEditForm CustomEntityForm Gets or sets the default edit form.

Archived bool Whether this object is in an archived status.



CustomEntityViewAccess

Defines the permissions for accessing a Greenlight view.
Property Type Comments Rules
Id int Returns the custom entity Form id

CustomEntityId int Returns the related custom entity's Id

Type CustomEntityElementType The type of this element (form/view etc)

AccessRights AccessRights The Access Rights for this CustomEntityAccess



DateRange

Defines a time period of days where a MileageCategory applies.
Property Type Comments Rules
MileageDateId int The unique date Id.

MileageCategoryId int The Id of the mileage category.

DateValue1 Nullable<DateTime> The first date value.

DateValue2 Nullable<DateTime> The second date value.

Thresholds List<Threshold> The list of thresholds that apply to this date range.

DateRangeType DateRangeType The type of date range.



Department

A department is a collection of Employees.
Property Type Comments Rules
Id int The Id of this department.

Label string The label or name of this department.

Required
Max Length: 50
Description string The description of this department.

Required
Max Length: 4000
UserDefined List<UserDefinedFieldValue> A list of user-defined objects.

Archived bool Whether this object is in an archived status.



DepartmentSettings

Department settings
Property Type Comments Rules
DisplayAs string What to display in the field label

DisplayForCash bool Whether to showFrom field for cash items

DisplayForCreditCard bool Whether to showFrom field for credit card items

DisplayForPurchaseCard bool Whether to showFrom field for purchase card items

DisplayOnIndividualItem bool Whether to showFrom field for individual expense items

MandatoryForCash bool WhetherFrom field is mandatory for cash items

MandatoryForCreditCard bool WhetherFrom field is mandatory for credit card items

CanAddFromField bool Whether the account permits employees to add a new From field from Add/Edit Expense



DocumentExpiry

A class which contains informtion about the document expiry
Property Type Comments Rules
carId int Gets or sets the Id of the car for which the document is invalid

HasExpired bool Gets of sets the flag indicating whether or not the document has expired

Reason string Gets or sets information regarding which document name that expired, and when

IsValidLicence bool Gets or sets a value indicating whether licence is valid.

IsReviewFailed bool Gets or sets the flag indicating whether or not the document has failed review.

IsAwaitingReview bool Gets or sets the flag indicating whether or not the document is awaiting review.

UpdateDocument bool Gets or sets the flag indicating whether or not the document needs to be updated.

DutyOfCareExpiryMessages string Gets or sets the duty of care expiry messages.



DrivingLicenceDetails

Gives driving licence details
Property Type Comments Rules


DrivingLicenceReviewRequest

Driving licence review request class
Property Type Comments Rules
DrivingLicenceDetails DutyOfCare.DrivingLicenceReviewDetails> Gets or sets the driving licence details.



DuplicateFlaggedItem

The duplicate flagged item.
Property Type Comments Rules
DuplicateExpenseID int Gets the id of the expense that caused the duplicate.

Fields List<string> Gets or sets a list of field descriptions that applies to this flag.

ReadOnly
FlaggedItemId int Gets or sets the flagged item id.

Flagtype Common.Enum.FlagType Gets the flagtype.

FlagDescription string Gets the standard text description provided by SEL

FlagText string Gets the custom text supplied by the client

FlagId int Gets the flag id.

FlagColour FlagColour Gets the flag colour.

ClaimantJustification string Gets the claimant justification.

AssociatedExpenses List<AssociatedExpense> Gets the associated expenses.

FailureReason FlagFailureReason Gets or sets the reason why a flag has failed validation

AuthoriserJustifications List<AuthoriserJustification> Gets the justifications provided by the authorisers

ExpenseDate DateTime Gets or sets the date of the expense the flagged item is for

ExpenseTotal decimal Gets or sets the total of the expense the flagged item is for

ExpenseSubcat string Gets or sets the expense item the flaged item is for

ExpenseCurrencySymbol string Gets or set the currency symbol of the expense

FlagTypeDescription string Gets or sets the Description for the flagged item

NotesForAuthoriser string Gets or sets the Notes for authorise for the flagged item

AssociatedExpenseItems List<AssociatedExpenseItem> Gets or sets a list of associated expense items for the flagged item

Action FlagAction Gets or sets the FlagAction for the flagged item

CustomFlagText string Gets or sets the custom flag text provided by administrators to show to claimants in the event of a breach.

ClaimantJustificationDelegateID Nullable<int> Gets or sets the id of the employee providing the justification if it was a delegate

DelegateName string The full name of the delegate providing the justification

ClaimantJustificationMandatory bool Gets or sets whether it is mandatory for the claimant to provide a justification

AuthoriserJustificationMandatory bool Gets or sets whether it is mandatory for the authoriser to provide a justification

DisplayFlagImmediately bool Gets a value indicating whether as soon as the expense has been added the claimant should be notified about this flag

Active bool Get or set whether the flagged item is active

ClaimantJustificationRequired bool Gets a value indicating whether the claimant must supply a justification if the item has been flagged



DutyOfCareDocument

A class to hold the DOC document name
Property Type Comments Rules
DocumentName string Gets or sets the document name.



ElementAccessDetail

Defines, for a user, the appropriate access types for a given Element.
Property Type Comments Rules
Id int The numeric value of the SpendManagementElement.

Required
Must be a valid enum member
Label string The name of the SpendManagementElement.

AccessRights AccessRights The Access Rights for this ElementAccess.

Required


EmailAlias

Used to store information related to the email alias.
Property Type Comments Rules
EmployeeId int Gets the employee identifier.

ReadOnly
AccountId int Gets the account identifier.

ReadOnly


EmailNotification

Encapsultes the data necessaray fpr a user to subscribe to events, via email.
Property Type Comments Rules
Id int The unique Id of this EmailNotification.

Label string The Name of this EmailNotification.

Description string The description of this EmailNotification.

EmailTemplateId int The Id of the email template for this EmailNotification.

Enabled bool Whether this EmailNotification is enabled.

CustomerType CustomerType The CustomerType of this EmailNotification.

EmailNotificationType EmailNotificationType The EmailNotificationType of this EmailNotification.



Employee

Represents an Employee within the system. The employee is the base of Spend Management.
Property Type Comments Rules
Id int The unique Id of this Employee.

Required
Title string The title of the employee. Mr, Ms etc.

Required
UserName string The user name of this Employee.

Required
Forename string The forename of the employee.

Required
Surname string The surname of the employee.

Required
EmployeeDetails EmployeeDetails General employee information.

OwnedVehicles List<int> The list of associated vehicles for this Employee. Do not try to modify this user's owned cars by changing this list. Instead use the Vehicles resource.

ReadOnly
PoolCars List<int> The list of associated pool cars for this Employee. Do not try to modify this user's pool cars by changing this list. Instead use the Vehicles resource.

ReadOnly
CorporateCards List<int> The list of associated corporate cards for this Employee. Do not try to modify this user's cards by changing this list. Instead use the CorporateCards resources.

ReadOnly
WorkAddresses List<WorkAddressLinkage> The list of work addresses at which this Employee works. These come in the form of an WorkAddressLinkage. Do not try to modify this user's WorkAddresses by changing this list. Instead use the Addresses resource.

ReadOnly
HomeAddresses List<HomeAddressLinkage> The list of home addresses for this Employee. These come in the form of an HomeAddressLinkage. Do not try to modify this user's HomeAddresses by changing this list. Instead use the Addresses resource.

ReadOnly
IsActive bool Whether the employee status is set to active.

DvlaConsentDate Nullable<DateTime> Gets or sets a value consent date of DVLA. The DVLA consent date is the consent provided date by the claimant.

DriverId Nullable<int> Gets or sets a value of driverId. The Driver ID of the licence holder.

LastPasswordChange DateTime The datetime of the last change.

ReadOnly
CurrentClaimReference Nullable<int> The current (most recent) claim number for this employee.

ReadOnly
CurrentExpenseItemReference Nullable<int> The current (most recent) expense item reference number for this employee.

ReadOnly
UserDefinedFields List<UserDefinedFieldValue> Any user defined fields.

ExcessMileage double The excess mileage value for the employee

SendPasswordKeyAndWelcomeEmail bool Gets or sets a field indicating whether to send a wecome email and password key. Only applicable when creating a new employee or activating an existing employee.

Archived bool Whether this object is in an archived status.



EmployeeBasic

The very basic parts to identify an employee.
Property Type Comments Rules
Id int The unique Id of this Employee.

Title string The title of the employee. Mr, Ms etc.

Required
UserName string The user name of this Employee.

Required
Forename string The forename of the employee.

Required
Surname string The surname of the employee.

Required


EmployeeDetails

Represents the more general, Expenses-related inforamtion for an Employee.
Property Type Comments Rules
ContactDetails EmploymentContactDetails The business contact details for this employee.

EmployeePermissions EmployeePermissions An EmployeePermissions object, which contains access roles associated with the user.

WorkDetails WorkDetails The Work details of the employee.

NhsDetails NhsDetails The NHS details of the employee.

PersonalDetails PersonalDetails The personal details of the employee.

ClaimSignOffDetails ClaimSignOffDetails The claim sign off details for the employee.

EmailNotifications List<int> A list of the Ids of Email Notifications applied to this Employee.

ReadOnly


EmployeeFullNameAndPosition

Property Type Comments Rules
FullName string The full name

Position string The position



EmployeePermissions

Represents all of the AccessRoles that apply to an Employee. The access roles are represented by ids, to keep the objects simpler.
Property Type Comments Rules
DefaultSubAccountId Nullable<int> The Default Sub Account Id of the employee. Leave this as null if you don't know what a sub account is or you don't have any sub accounts set up for your organisation.

AccessRoles List<int> The list of associated AccessRoles for this Employee. Do not try to modify this user's AccessRoles by changing this list. Instead use the AccessRoles resource.



EmployeePoolCar

Represents a shorthand way of linking an Employee to a PoolCar, without needing all the nested properties inherent in the PoolCar.
Property Type Comments Rules
PoolCarId int The Id of the PoolCar.

ForDelete bool Gets or sets a value indicating whether the element supports deletion



EmployeesToPopulateDrivingLicence

Employee details to fetch driving licence from dvla portal
Property Type Comments Rules


EmployeeToPopulateDrivingLicence

Gives employee details to fetch driving licence
Property Type Comments Rules
DrivingLicenceNumber string Licence number

DrivingLicenceFirstname string Firstname as in licence

DrivingLicenceSurname string Surname as in licence

DrivingLicenceDateOfBirth DateTime Date of birth as in licence

DrivingLicenceSex int Gender

DriverId long Driver id which we get while providing consent

EmployeeId int Employeeid

DvlaLookUpDate Nullable<DateTime> Date on which last lookup performed against the driving licence for the employee



EmploymentContactDetails

Represents the basic contact details for an emnployee.
Property Type Comments Rules
ExtensionNumber string The extension number of the employee.

MobileNumber string The mobile number of the employee.

PagerNumber string The mobile number of the employee.

EmailAddress string The email address of the employee.

FaxNumber string The fax number of the employee.

TelephoneNumber string The telephone number of the employee.



EsrAssignment

Represents an assigment of an Electronic Staff Record.
Property Type Comments Rules
AssignmentId long The Assignment Id.

AssignmentNumber string The assignment number.

IsActive bool Whether the ESRAssignment is active.

IsPrimaryAssignment bool Whether this is the primary assignment.

StartDate DateTime The effective start date.

EndDate Nullable<DateTime> The effective end date.



ESRAssignmentBasic

A class which holds basic details of an ESR Assignment
Property Type Comments Rules
AssignmentId long Gets or sets the assignment id.

AssignmentNumber string Gets or sets the assignment number.

AssignmentText string Gets or sets the assignment text.

EarliestAssignmentStartDate DateTime Gets or sets the earliest assignment start date.

EffectiveStartDate Nullable<DateTime> Gets or sets the effective start date.

EffectiveEndDate Nullable<DateTime> Gets or sets the effective end date.

Active bool Gets or sets if the assignment is active.



ESRAssignments

ESR assignments class.
Property Type Comments Rules
Assignmentid long The unique Id for this ESR object.

EsrAssignId long The internal ESR assignment identifier.

AssignmentNumber string Gets or sets the assignment number assigned to employee.

CreatedBy Nullable<int> Gets or sets the creator of the assignment.

Active bool Gets or sets a value indicating whether assignment active or not.

Earliestassignmentstartdate Nullable<DateTime> Gets or sets the earliest assignment start date.

Finalassignmentenddate Nullable<DateTime> Gets or sets the final assignment end date.

Assignmentstatus ESRAssignmentStatus Gets or sets the assignment status assigne to employee.

Payrollpaytype string Gets or sets the assignment payroll paytype.

Payrollname string Gets or sets the assignment payroll name.

Payrollperiodtype string Gets or sets the assignment payroll periodtype.

Assignmentaddress1 string Gets or sets the assignment address 1.

Assignmentaddress2 string Gets or sets the assignment address 2.

Assignmentaddresstown string Gets or sets the assignment address town.

Assignmentaddresscountry string Gets or sets the assignment address country.

Assignmentaddresspostcode string Gets or sets the assignment address postcode.

Assignmentaddresscounty string Gets or sets the assignment address county.

Supervisorflag bool Gets or sets a value indicating whether supervisor flag.

Supervisorassignmentnumber string Gets or sets the supervisor assignmentnumber.

Supervisoremployementnumber string Gets or sets the supervisor employement number.

Supervisorfullname string Gets or sets the supervisor fullname.

Accrualplan string Gets or sets the assignment accrual plan.

Employeecategory string Gets or sets the employee category.

Assignmentcategory string Gets or sets the assignment category.

Primaryassignment bool Gets or sets a value indicating whether primary assignment.

Esrprimaryassignmentstring string Gets or sets the esr primary assignment value.

Normalhours decimal Gets or sets the assignment normal hours.

Normalhoursfrequency string Gets or sets the assignment normal hours frequency.

Gradecontracthours decimal Gets or sets the assignment grade contract hours.

Noofsessions decimal Gets or sets the assignment noof sessions.

Sessionsfrequency string Gets or sets the assignment sessions frequency.

Workpatterndetails string Gets or sets the assignment work pattern details.

Workpatternstartday string Gets or sets the assignment work pattern start day.

Flexibleworkingpattern string Gets or sets the flexible working pattern.

Availabilityschedule string Gets or sets the availability schedule.

Organisation string Gets or sets the organisation.

Legalentity string Gets or sets the legal entity.

Positionname string Gets or sets the position name.

Jobrole string Gets or sets the job role.

Occupationcode string Gets or sets the occupation code.

Assignmentlocation string Gets or sets the assignment location.

Grade string Gets or sets the grade.

Jobname string Gets or sets the job name.

Group string Gets or sets the group.

Tandaflag string Gets or sets the tanda flag.

Nightworkeroptout string Gets or sets the night worker optout.

Projectedhiredate Nullable<DateTime> Gets or sets the projected hire date.

Vacancyid Nullable<int> Gets or sets the vacancyid.

EsrLocationId Nullable<long> Gets or sets the esr location id.

CreatedOn Nullable<DateTime> Gets or sets the created on.

ModifiedOn Nullable<DateTime> Gets or sets the modified on.

ModifiedBy Nullable<int> Gets or sets the modified by.

EffectiveStartDate Nullable<DateTime> Gets or sets the effective start date.

EffectiveEndDate Nullable<DateTime> Gets or sets the effective end date.

SignOffOwner Interfaces.IOwnership The signoff owner

NumberOfSessions decimal Gets or sets the number of sessions.

EmployeeId int Gets or sets The employeeId the assignment is assoicated with.



ExchangeRates

Represents a set of exchange rates for a given currency.
Property Type Comments Rules
MonthlyExchangeRates List<CurrencyMonth> The Currency Month - Only required when currency type = Monthly

DateRangeExchangeRates List<CurrencyDateRange> The Currency Date Range - Only required when currency type = Range

StaticExchangeRates BaseCurrency The Static Currency Rates - Only required when currency type = Static



ExpenseCategory

An expense category is a method of grouping similar ExpenseSubCategories.
Property Type Comments Rules
Id int The Id of the ExpenseCategory.

Label string The Category Label.

Required
Max Length: 50
Description string A description of the Expense Category.

Required
Max Length: 4000


ExpenseItem

An Expense Item is part of a User's Claim. An ExpenseSubCategory is like a template against which a User submits expenses. ExpenseItem is like an instance of that template.
Property Type Comments Rules
Id int The unique Id of this item in the database.

ReferenceNumber string The friendly code for this item.

ExpenseSubCategoryId int The Id of the ExpenseSubCategory (or template) that this item is an instance of.

ExpenseSubCategoryDescription string Gets or set the expense sub category description

ParentId Nullable<int> The Id of the parent ExpenseItem.

SplitItems List<ExpenseItem> If this item has been split then this contains a list of ExpenseItem making up the split expense

ClaimId int The Id of the claim to which this item belongs.

ClaimReasonId int The Id of the ClaimReason applicable to this item.

ClaimReasonInfo string The value for the reasonId lookup.

CurrencyId int The Id of the currency this item is to be claimed in.

CurrencySymbol string The symbol of the currency this item is to be claimed in.

CountryId int The Id of the country this item is to be claimed in.

ItemType ExpenseItemType The type of this item.

Date DateTime The date of this item.

PrimaryItem bool Whether this item is the primary item.

Returned bool Whether this item is returned to the claimant.

DisputeNotes string The notes for disputing this item.

TempAllow bool Whether the item should be temporarily allowed.

Corrected bool Whether this item has been corrected.

ItemCheckerId Nullable<int> The Id of the Item Checker.

ItemCheckerTeamId Nullable<int> The ID of the Team who is checking this expense item

FloatId int The Id of the float that has been configured.

AdvanceDescription string Gets or sets the description for the advance.

TransactionId int The Id of the transaction.

Quantity double The quantity of items

Net decimal The Net value of this item.

VAT decimal The amount of VAT on this item.

Total decimal The total value of this item.

AmountPayable decimal The amount payable.

VATNumber string The VAT number of the receipt issuer.

AccountCode string The account code.

BaseCurrency int The Base Currency (in case a conversion is needed).

BaseCurrencyGlobal int The Global Base Currency.

ForeignVAT decimal The VAT value for the foreign country.

ExchangeRate double The exchange rate between the home country and the item's target country.

ExchangeRateGlobal double The exchange rate, but the global value.

ConvertedTotal decimal The total after conversion.

GrandTotal decimal The Grand Total.

GlobalTotal decimal The Global Total.

GrandTotalGlobal decimal The Global Grand Total.

GrandTotalConverted decimal The Converted Global Grand Total.

GrandTotalNet decimal The Net Grand Total.

GrandTotalVAT decimal The Grand Total VAT.

GrandTotalAmountPayable decimal The amount of the Grand Total that is payable.

GrandTotalOther int Another grand total.

GrandTotalRemoteWorkers int The grand total for remote workers.

GrandTotalPersonalGuests int The grand total for personal guests.

UserSaysHasReceipts bool Whether the receipt has a VAT number and VAT rate

NormalReceipt bool Whether the expense item will have a receipt.

ReceiptAttached bool Whether this item has a receipt attached.

CarId int The Id of the vehicle used in this item.

VehicleDescription string Gets or sets the vehicle description.

MileageId int The Id of the Mileage item.

JourneySteps List<JourneyStep> The sorted list of int, JourneyStep that apply to this item.

DistanceUom MileageUom The distance's unit of measure of measure.

HomeToOfficeDeductionMethod HomeToLocationType The method by which mileage from home to office is deducted from travel for this item.

NumPassengers byte Number of passengers present in the vehicle for this item.

Miles decimal The number of miles for this item (if this is a travelling expense).

MileageBusiness decimal The number of business miles travelled (if this is a travelling expense).

MileagePersonal decimal The number of personal miles travelled (if this is a travelling expense).

FuelLitresPersonal int The number of litres of fuel for personal usage (if this is a travelling expense).

FuelLitresBusiness int The number of litres of fuel for business usage (if this is a travelling expense).

Attendees string A string list of people who were present.

NumStaff byte The number of staff present for this item.

NumDirectors byte The number of directors present for this item.

NumPersonalGuests byte The number of directors present for this item.

NumRemoteWorkers byte The number of directors present for this item.

NumOthers byte The number of others (non staff) for this item.

EventInHomeCity bool Whether this item was incurred in claimant's home town.

Tip decimal The tip given for a meal type item.

NumRooms byte Number of rooms for an accommodation item.

NumNights byte The number of nights stayed.

HotelId int The Id of the hotel.

HotelName string The name of the hotel.

Reason string The reason given for the existence of this item.

Notes string Notes

CompanyId int The company id of the other company related to this item.

CompanyName string The name of the company related to this item.

FromId int The Id of the From.

FromDescription string Gets or sets the From address description

ToId int The Id of the To.

ToDescription string Gets or sets the To address description

AllowanceId int The ID of the allowance for this item.

AllowanceStartDate DateTime The start date of the allowance.

AllowanceEndDate DateTime The end date of the allowance.

AllowanceDeduction decimal The ammount deductable from the allowance for this item.

CostCentreBreakdowns List<CostCentreBreakdown> The list of Cost Centre Breakdowns that apply to this item.

Flags List<FlagSummary> The list of flags for this item.

BlockedFlags FlaggedItemsManager The list blocked flags for this item

UserDefined List<UserDefinedFieldValue> User defined data for this item.

AddedAsMobileExpense bool Whether this was added as a mobile expense.

ESRAssignmentId long The Id for the attached ESR (if there is one)

ESRAssignmentDescription string Gets or sets the ESR Assignment description.

ValidationProgress ExpenseValidationProgress The current progress of this item in validation.

ValidationResults List<int> A list of the Ids of the Results of validation on this expense item. See ExpenseValidationResults.

ReadOnly
Edited bool Gets or sets a value indicating whether the expense item has been edited.

Paid bool Gets or sets a value indicating whether the expense item is paid.

OriginalExpenseId Nullable<int> Gets or sets the original expense id if this is a copied item from a previously paid then edited expense item.

BankAccountId int Gets or sets the bank account Id for the expense item

OperatorValidationProgress ExpediteOperatorValidationProgress Gets or sets the validation progress status by any expedite operator

ExpenseActionOutcome Common.Enum.ExpenseActionOutcome Gets or sets the expense action outcome.

MobileMetricDeviceId Nullable<int> Gets or sets the mobile metric device id, which is the internal identifier for the device.

WalletReceiptId int Gets or sets the ID of the wallet receipt to associate with this item.



ExpenseItemFlagSummary

Handles the flag summary details for an expense item
Property Type Comments Rules
ExpenseId int Gets or sets the expense id.

FlagCollection List<FlagSummary> Gets or sets the Flag Collection

ExpenseTotal string Gets the expense total.

ExpenseDate string Gets the expense date.

ExpenseSubcat string Gets the name of the expense item (subcat).



ExpenseSubCategoriesMileageBasic

The expense sub categories mileage basic.
Property Type Comments Rules
SubCatId int Gets or sets unique Id of the sub category.

SubCat string Gets or sets name of the sub category.

NoPassengersApplicable bool Gets or sets a value indicating whether number of passengers applicable for the sub category.

PassengersNameApplicable bool Gets or sets a value indicating whether to show names of passengers for the sub category.

AllowHeavyBulkyMileage bool Gets or sets a value indicating whether to allow heavy bulky mileage for the sub category.



ExpenseSubCategory

Represents an expenses sub category - so for an example, for an ExpenseCategory called "Travel", there could be ExpenseSubCategories called"mileage", "pedal cycle", "flights" and so on.
Property Type Comments Rules
SubCatId int The unique Id of the sub category.

ParentCategoryId Nullable<int> The Id of the parent category.

Required
SubCat string The name of the sub category.

Description string The description of the sub category.

AllowanceAmount decimal The Allowance Amount of the sub category.

AccountCode string The Account Code for the sub category.

AddAsNet bool Whether to add the values for this category as Net.

PdCatId Nullable<int> The P11dCategory for the sub category.

CalculationType CalculationType The calculation type for the sub category.

Comment string The comment to be shown to claimants.

Reimbursable bool Whether the sub category is re-imbursable.

AlternateAccountCode string The Alternate Account Code for the sub category.

ShortSubCategory string The Abbreviation for the sub category.

VatApplicable bool Whether VAT is applicable for the sub category.

VatReceipt bool VAT Receipt needed

VatRates List<SubCatVatRate> The applicable VAT rates for the sub category.

MileageApplicable bool Whether to show the number of miles for the sub category.

StaffApplicable bool Whether to show the number of staff for the sub category.

OthersApplicable bool Whether to show the number of others for the sub category.

TipApplicable bool Whether to show the tip for the sub category.

TipLimit Nullable<decimal> Gets or sets the tip limit.

PersonalMilesApplicable bool Whether to the show the number of personal miles for the sub category.

BusinessMilesApplicable bool Whether to show the number of Business Miles for the sub category.

AttendeesApplicable bool Whether to show the Attendees list for the sub category.

EventInHomeApp bool Whether to show the event in home city for the sub category.

ReceiptApplicable bool Whether to show normal receipt for the sub category.

NoPersonalGuestApplicable bool Whether to show the number of spouses / partners for the sub category.

PassengersApplicable bool Whether to show passengers for the sub category.

NoPassengersApplicable bool Whether number of passengers applicable for the sub category.

PassengersNameApplicable bool Whether to show names of passengers for the sub category.

SplitEntertainment bool Whether entertainment is to be split for the sub category.

EntertainmentId int The associated entertainment subcategory Id for the sub category.

NoNightsApplicable bool Whether number of nights applicable applies to the sub category.

AttendeesMandatory bool Whether attendee list is mandatory for the sub category.

NoDirectorsApplicable bool Whether number of directors applicable for the sub category.

HotelApplicable bool Whether hotel name is applicable for the sub category.

NoRoomsApplicable bool Whether the number of rooms is applicable for the sub category.

HotelMandatory bool Whether the hotel number is mandatory for the sub category.

VatNumberApplicable bool Whether the VAT number is shown for the sub category.

VatNumberMandatory bool Whether the VAT number is mandatory for the sub category.

NoRemoteWorkersApplicable bool Whether the number of remote workers is shown for the sub category.

SplitPersonal bool Whether to split to partners/ spouses for the sub category.

SplitRemote bool Whether to show the split to remote workers for the sub category.

PersonalId int The sub category to split personal amount to.

RemoteId int The sub category id to split remote worker amount to.

ReasonApplicable bool Whether the reason is applicable for the sub category.

OtherDetailsApplicable bool Whether other details are applicable for the sub category.

UserDefined List<UserDefinedFieldValue> The list of user defined fields associated with this sub category.

FromApplicable bool Whether the 'From' field is applicable for the sub category.

ToApplicable bool Whether the 'To' field is applicable for the sub category.

Countries List<CountrySubCat> Gets or sets the list of country - subcategory associations for the sub category.

Allowances List<int> List of allowances for the sub category.

AssociatedUdfs List<int> List of associated user defined functions for the sub category.

Split List<ExpenseSubCategory> List of expense items to split for the sub category.

CompanyApplicable bool Whether Company is applicable for the sub category.

EnableHomeToLocationMileage bool Whether home to location mileage is enabled for the sub category.

HomeToLocationType HomeToLocationType The Home-to-Location type for the sub category.

MileageCategory Nullable<int> The Mileage Category for the sub category, if one exists.

IsRelocationMileage bool Whether the mileage is relocation mileage.

ReimbursableSubCatId Nullable<int> The Re-imbursable Sub category id for the sub category.

AllowHeavyBulkyMileage bool Whether to allow heavy bulky mileage for the sub category.

HomeToOfficeAsZero bool Whether home to office is zero for the sub category.

StartDate Nullable<DateTime> The start date for the sub category.

EndDate Nullable<DateTime> The end date for the sub category.

Validate bool Whether expense items for this subcat should be validated.

ValidationRequirements ExpenseValidationCriterion> The requirements against which items for this should be validated.

HomeToOfficeFixedMiles Nullable<float> The number of fixed miles to deduct

PublicTransportRate Nullable<int> The public transport rate to deduct

EnableDoc bool Enable Duty of care check at expense item level, for Mileage expense item type.

CurrencySymbol string Gets or sets the currency symbol.

MaximumLimitWithoutReceipt decimal Gets or sets the maximum limit without receipt.

MaximumLimit decimal Gets or sets the maximum limit.

UserDefinedFields List<UserDefinedFieldType> Gets or sets UDFs(item specific ones only) for respective sub category.

ValidDates List<SubCatDates> Gets or sets a or which define the valid ranges for this

ForcedFixedMileageDeduction bool Enable Force Fixed Mileage Deduction against a Mileage expense item type.

NumberOfMiles decimal The Number of Miles to be deducted against a Mileage expense item type.

DailyDeductionItemId int The Mileage expense item type that will have the Forced Fixed Mileage Deduction.



ExpenseSubCategoryBasic

Property Type Comments Rules
SubcatId int The subcat id

Subcat string The subcat name

VatApp bool Whether VAT is applicable for the sub category.

CalculationType CalculationType The calculation type

P11DCategoryId int P11D Category Id

CategoryId int Category Id

StartDate Nullable<DateTime> Subcat start date

EndDate Nullable<DateTime> Subcat end date



ExpenseSubCategoryItemRoleBasic

Represents a basic version of a subcat
Property Type Comments Rules
SubcatId int The subcat id

Subcat string The subcat name

ShortSubcat string The Short Subcat Name

Maximum decimal Maximum

ReceiptMaximum decimal The Receipt Maximum

CategoryId int The CategoryId

CalculationType CalculationType The calculation type

FromApp bool Whether the 'From' field is applicable for the sub category.

ToApp bool Whether the 'To' field is applicable for the sub category.

Description string The Description

CurrencySymbol string The symbol of the currency



ExpenseSubCategoryNames

Property Type Comments Rules
SubCatId int The Subcat Id.

Name string The Subcat name.



Favourite

A class fo handleing employee personal favourite
Property Type Comments Rules
FavouriteId int Gets or sets the favourite id.

EmployeeId Nullable<int> Gets or sets the employee id.

AddressId int Gets or sets the address id.

GlobalIdentifier string Gets or sets the global identifier.

AddressFriendlyName string Gets or sets the address friendly name.



FilterRule

A class to deal with information relating to a FilterRule
Property Type Comments Rules
FilterId int The filter Id

Parent FilterType The Filter Type Parent

Child FilterType The Filter Type Child

RuleValues Dictionary<int, FilterRuleValues> The List of Rule Values that apply to this Filter Rule

ParentUdfId int The Parent Udf Id

ChildUdfId int The Child Udf Id

Enabled bool Is enabled?

CreatedOn DateTime The created on date

CreatedBy int The id of the person who created the filter rule



FilterRuleItem

A class to deal with a filter rule Item. This could be a control name or details or element details
Property Type Comments Rules
Item string The Item details



FilterRuleListItem

A class to deal with the ListItem information of a filter rule
Property Type Comments Rules
Description string The item description

Identifier string The identifier



FilterRuleValues

A class to hold the filter rule values that belong to a FilterRule.
Property Type Comments Rules
FilterRuleId int The filter rule id.

ParentId int The parent id.

ChildId int The child id.

FilterId int The filter id.

CreatedOn DateTime When the value was created.

CreatedBy int Who created the filter rule value.



FinancialYear

Financial Year Class. Year Start and Year End are a 1900 based date to determine the financial year.
Property Type Comments Rules
FinancialYearID int Financial Year Id.

Description string Description.

Active bool Whether the financial year is active.

Primary bool Whether the financial year is primary.

YearStart string Financial Year Start

YearEnd string Financial Year End



Flag

The flag request.
Property Type Comments Rules
FlagId int Gets or sets the flag id.

FlagType FlagType Gets or sets the flag type.

FlagAction FlagAction Gets or sets the flag action.

CustomFlagText string Gets or sets the custom flag text.

InvalidDateFlagType InvalidDateFlagType Gets or sets the invalid date flag type.

Date Nullable<DateTime> Gets or sets the date.

Months Nullable<byte> Gets or sets the months.

AmberTolerance Nullable<decimal> Gets or sets the amber tolerance.

Frequency Nullable<byte> Gets or sets the frequency.

FlagFrequencyType FlagFrequencyType Gets or sets the flag frequency type.

Period Nullable<byte> Gets or sets the period.

FlagPeriodType FlagPeriodType Gets or sets the flag period type.

Limit Nullable<decimal> Gets or sets the limit.

Description string Gets or sets the description.

Active bool Gets or sets a value indicating whether active.

ClaimantJustificationRequired bool Gets or sets a value indicating whether claimant justification required.

DisplayImmediately bool Gets or sets a value indicating whether display immediately.

FlagTolerancePercentage Nullable<decimal> Gets or sets the flag tolerance percentage.

FinancialYear Nullable<int> Gets or sets the financial year.

TipLimit Nullable<decimal> Gets or sets the tip limit.

FlagLevel FlagColour Gets or sets the flag level.

ApproverJustificationRequired bool Gets or sets a value indicating whether approver justification required.

IncreaseLimitByNumOthers bool Gets or sets a value indicating whether increase limit by num others.

DisplayLimit bool Gets or sets a value indicating whether display limit.

NotesForAuthoriser string Gets or sets the notesforauthoriser.

ItemRoleInclusionType FlagInclusionType Gets or sets the item role inclusion type.

ExpenseItemInclusionType FlagInclusionType Gets or sets the expense item inclusion type.

PassengerLimit Nullable<int> Gets or sets the passenger limit.

ValidateSelectedExpenseItem bool Gets or sets a value indicating whether validate selected expense item.

FlagDescritpion string Gets or sets the flag description.

FlagTypeDescription string Gets or sets the flag item description.

ReadOnly
DailyMileageLimit Nullable<decimal> Gets or sets the Daily Mileage Limit (used for Flag types



FlaggedItem

Represents an item which has been flagged by the flags and limits module.
Property Type Comments Rules
FlaggedItemId int Gets or sets the flagged item id.

Flagtype Common.Enum.FlagType Gets the flagtype.

FlagDescription string Gets the standard text description provided by SEL

FlagText string Gets the custom text supplied by the client

FlagId int Gets the flag id.

FlagColour FlagColour Gets the flag colour.

ClaimantJustification string Gets the claimant justification.

AssociatedExpenses List<AssociatedExpense> Gets the associated expenses.

FailureReason FlagFailureReason Gets or sets the reason why a flag has failed validation

AuthoriserJustifications List<AuthoriserJustification> Gets the justifications provided by the authorisers

ExpenseDate DateTime Gets or sets the date of the expense the flagged item is for

ExpenseTotal decimal Gets or sets the total of the expense the flagged item is for

ExpenseSubcat string Gets or sets the expense item the flaged item is for

ExpenseCurrencySymbol string Gets or set the currency symbol of the expense

FlagTypeDescription string Gets or sets the Description for the flagged item

NotesForAuthoriser string Gets or sets the Notes for authorise for the flagged item

AssociatedExpenseItems List<AssociatedExpenseItem> Gets or sets a list of associated expense items for the flagged item

Action FlagAction Gets or sets the FlagAction for the flagged item

CustomFlagText string Gets or sets the custom flag text provided by administrators to show to claimants in the event of a breach.

ClaimantJustificationDelegateID Nullable<int> Gets or sets the id of the employee providing the justification if it was a delegate

DelegateName string The full name of the delegate providing the justification

ClaimantJustificationMandatory bool Gets or sets whether it is mandatory for the claimant to provide a justification

AuthoriserJustificationMandatory bool Gets or sets whether it is mandatory for the authoriser to provide a justification

DisplayFlagImmediately bool Gets a value indicating whether as soon as the expense has been added the claimant should be notified about this flag

Active bool Get or set whether the flagged item is active

ClaimantJustificationRequired bool Gets a value indicating whether the claimant must supply a justification if the item has been flagged



FlaggedItemsManager

Handles the Flagged items for an expense item.
Property Type Comments Rules
Claimant bool Gets or sets whether it is the claimant generating the current summary.

Stage Nullable<int> Gets or sets The stage the claim is at the flag line is on.

Authorising bool Gets or sets whether the claim is currently being authorised.

SubmittingClaim bool Gets or sets a value indicating whether submitting claim.

OnlyDisplayBlockedItems bool Gets or sets whether to only showed the flagged items that have caused a block.

PageSource string

AllowingOrApproving bool Gets or sets whether the authoriser is currently allowing items or approving the claim.

ClaimantName string Gets or sets the claimant name.

ExpenseCollection List<ExpenseItemFlagSummary> Gets or sets the expense collection.

Count int The number of flagged items in the collection.



FlagSummary

A flagged item and associated flag id.
Property Type Comments Rules
FlagId int Gets the flag id.

ReadOnly
sComments string Gets the flagDescription as sComments to pass to the mobile ap

FlaggedItem FlaggedItem Gets the flagged item.



FromSettings

The fields settings for From field
Property Type Comments Rules
DisplayAs string What to display in the field label

DisplayForCash bool Whether to showFrom field for cash items

DisplayForCreditCard bool Whether to showFrom field for credit card items

DisplayForPurchaseCard bool Whether to showFrom field for purchase card items

DisplayOnIndividualItem bool Whether to showFrom field for individual expense items

MandatoryForCash bool WhetherFrom field is mandatory for cash items

MandatoryForCreditCard bool WhetherFrom field is mandatory for credit card items

CanAddFromField bool Whether the account permits employees to add a new From field from Add/Edit Expense



FuelRate

A Fuelrate defines the vehicle journey rate threshold rate.
Property Type Comments Rules
MileageThresholdRateId Nullable<int> The unique Id of this threshold rate.

MileageThresholdId Nullable<int> The Id of the mileage threshold.

VehicleEngineTypeId VehicleEngineType The vehicle engine type id.

RatePerUnit Nullable<decimal> The rate per unit.

AmountForVat Nullable<decimal> The vat amount.



GeneralOption

Represents a global or account specific option in the system.
Property Type Comments Rules
SubAccountId int The sub account this general option is specific to.

Key string The look-up identifier for this general option.

Value string The value to store in this general option.

PostKey string The form post key.

IsGlobal bool Specifies if this general option is applicable to all accounts.



GeneralOptionsDisplayFieldSetting

Represents a setting that can be enabled in general options to display these fields when claiming for an expense
Property Type Comments Rules
Code string Gets or sets the generic code for the field

DisplayAs string Gets or sets the friendly name that can be set to the field

DisplayForCash bool Gets or sets a value indicating whether the field should be displayed for cash items.

DisplayForCreditCard bool Gets or sets a value indicating whether the field should be displayed for credit card items.

DisplayForPurchaseCard bool Gets or sets a value indicating whether the field should be displayed for purchase card items.

DisplayOnIndividualItem bool Gets or sets a value indicating whether the field should be displayed in general details ot for individual items.

MandatoryForCash bool Gets or sets a value indicating whether the field should be mandatory for cash items.

MandatoryForCreditCard bool Gets or sets a value indicating whether the field should be mandatory for credit card items.

MandatoryForPurchaseCard bool Gets or sets a value indicating whether the field should be mandatory for purchase card items.



GlobalCountry

A Global Country is an immutable country that exists on Earth. Different Accounts pull in which countries they wish to use, by way of a Country.
Property Type Comments Rules
GlobalCountryid int The unique Id for this global country.

Country string The name of this global country.

CountryCode string The country code for this global country.

Alpha3CountryCode string The ISO 3166-1 alpha-3 country code (three digit country code).

Numeric3CountryCode int The ISO 3166-1 numeric-3 country code (three digit number country code).

PostcodeRegex string The regex format for this countries postcode if we have it, if not it returns an empty string.

PostcodeAnywhereEnabled bool Whether or not this country can be used with Postcode Anywhere (for address search and distance/directions lookups).



GlobalCurrency

A Global Currency is an immutable curency that exists on Earth. Different Accounts pull in which currency they wish to use, by way of a Currency.
Property Type Comments Rules
GlobalCurrencyId int The unique Id of this global currency.

Label string The label for this global currency.

AlphaCode string The Alpha code, as per ISO 3166-1 alpha 3.

NumericCode string The 3 Letter currency code, as per ISO 3166-1.

Symbol string The Symbol for this global currency.



HomeAddressLinkage

Ties an Address to an Employee.
Property Type Comments Rules
Id int The unique Id of this item in the database.

StartDate Nullable<DateTime> Gets or sets the start date for this Address.

EndDate Nullable<DateTime> Gets or sets the end date for this Address.

EmployeeId int The Id of the Employee to be linked to the Address.

Required
AddressId int The Id of the Address to be linked to the Employee.

Required


HomeContactDetails

Contact Details for the employee.
Property Type Comments Rules
EmailAddress string The email address of the employee.

FaxNumber string The fax number of the employee.

TelephoneNumber string The telephone number of the employee.



Hotel

A Type to hold information relating to a hotel
Property Type Comments Rules
Id int The Id of the Hotel

Required
HotelName string The name of the hotel

Required
Address1 string The first line of the address

Address2 string The second line of the address

City string The city

County string The county

PostCode string The post code

Country string The country



IBankAccount

Interface for defining BankAccount properties and methods
Property Type Comments Rules
BankAccountId int Get or sets the bank account ID

EmployeeId int Get or sets the employeeID of the employee who owns this bank account

AccountName string Get or sets the name given to this account by the user

AccountNumber string Get or sets the unique number given to this account by the user

AccountType int Get or sets the account type

SortCode string Get or sets the sort code

Reference string Get or sets the reference value

CurrencyId int Get or sets the currency id

CurrencyName string Gets or sets the currency name.

CountryId int Get or sets country id

Archived bool archived

Outcome string The outcome of an action against a bank account i.e. save/edit

Iban string Gets or sets Iban of an account number

SwiftCode string Gets or sets the Swift code of an account number



ItemRole

An ItemRole is a collection of ExpenseSubCategories, grouped togther in a neat group to be able to be assigned to a user. It is the equivalent in terms of structure to how an AccessRole object contains multiple sets of permisssion, which are assigned in bulk to a User.
Property Type Comments Rules
ItemRoleId int The unique Id of the item role.

RoleName string The name of the item role.

Description string The description of the item role.

SubCatItemRoles List<SubCatItemRole> The associated sub categories for the item role.



JourneyStep

A representation of Journey Steps for expenses.
Property Type Comments Rules
ExpenseId int The expense id associated with

StartLocation Address The start location.

EndLocation Address The end location.

NumberOfMiles decimal The number of miles.

RecordedMiles decimal The recorded amount of miles.

NumberOfPassengers byte The number of passengers.

Passengers List<Passenger> The passenger details on the journey step

StepNumber byte

ExceededRecommendedMileage bool The current step number of the journey.

ExceededRecommendedMileageComment string Comment for when the recommended mileage has been exceeded.

NumberOfActualMiles decimal The number of miles entered by the user. Does not takes into account reduction for home to office rules etc

HeavyBulkyEquipment bool Check to see if any heavy bulky equipment mileage is associated



JourneyStepValidation

Property Type Comments Rules
Valid bool States whether the was valid or not

Message string The validation message for the



ListItemData

Represents the data that makes up a list item
Property Type Comments Rules
Value int The value of the list item

Text string The text of a list item



Locale

Represents the Locale of an object. This will usually be the language specific information for a user.
Property Type Comments Rules
LocaleId int The unique Id of this Locale.

LocaleCode string The unique code of this Locale.

LocaleName string The name of this Locale.

IsActive bool Whether the locale is currently active.



MileageCategory

Defines the amount of money an employee will get paid per unit of distance, and within particular date ranges.
Property Type Comments Rules
MileageCategoryId int The unique Id for this mileage category.

Label string The label for this mileage category.

Required
Comment string The comment for this mileage category.

ThresholdType ThresholdType The ThresholdType for this mileage category.

Required
CalculateNewJourneyTotal bool Whether new journey totals should be calculated for this mileage category.

DateRanges List<DateRange> A list of date ranges that define when this mileage category applies.

UnitOfMeasure MileageUOM The unit of measure for this mileage category.

Required
Must be a valid enum member
Currency int The Id of the currency that applies to this mileage category.

NhsMileageCode string The user rates table.

Required
StartEngineSize int The user rates from engine size.

EndEngineSize int The user rates to engine size.

FinancialYearId Nullable<int> The Id of the financial year for this mileage category.

TooltipInfo string The tooltip for the mileage category

HomeToOfficeDeductionRules string Gets or sets the home to office deduction rules.



MileageCategoryBasic

The mileage category basic
Property Type Comments Rules
MileageCategoryId int Gets or sets the mileage category id.

Label string Gets or sets the label.

UnitOfMeasure MileageUom Gets or sets the unit of measure.

TooltipInfo string Gets or sets the tooltip information

HomeToOfficeDeductionRules string Gets or sets the text home to office deduction rules



MobileJourneyStep

Property Type Comments Rules
Postcode string Gets or sets the postcode.

AddressLine1 string Gets or sets the Street.

City string Gets or sets the City.



MyAdvance

A class that defines all the fields that makes up an advance.
Property Type Comments Rules
AccountId int Gets or sets the account id.

AdvanceId int Gets or sets the advance id.

EmployeeId int Gets or sets the employee id.

CurrencyId int Gets or sets the currency id.

CurrencyName string Gets or sets the currency name.

CurrencySymbol string Gets or sets the currency symbol.

Name string Gets or sets the advance name.

Reason string Gets or sets the reason for the advance.

RequiredBy DateTime Gets or sets the date time the advance is required by.

Approved bool Gets or sets a value indicating whether the advance has been approved.

Approver int Gets or sets the employee id of the approver.

ApproverName string Gets or sets the approver name.

Amount decimal Gets or sets the amount.

ForeignAmount decimal Gets or sets the foreign amount.

ExchangeRate double Gets or sets the exchange rate.

Stage byte Gets or sets the stage.

StageDescription string Gets the stage description.

Rejected bool Gets or sets a value indicating whether the advance was rejected.

RejectReason string Gets or sets the reject reason.

Disputed bool Gets or sets a value indicating whether the advance is disputed.

Dispute string Gets or sets the reason for dispute.

Paid bool Gets or sets a value indicating whether the advance is paid.

DatePaid DateTime Gets or sets the date paid.

IssueNumber int Gets or sets the issue number.

BaseCurrency int Gets or sets the base currency.

AdvanceUsed decimal Gets or sets the is the advance is used.

Settled bool Gets or sets a value indicating whether the advance is settled.

Allocations SortedList<int, decimal> Gets or sets the allocations.

CreatedOn DateTime Gets or sets the created on.

CreatedBy int Gets or sets the created by.

ModifiedOn DateTime Gets or sets the modified on.

ModifiedBy int Gets or sets the modified by.



NhsDetails

Represents all the details of an NHS Trust (unit / company / area).
Property Type Comments Rules
TrustId Nullable<int> The unique trust Id. You can find Trusts by looking at the NhsTrusts resource.

NhsUniqueId string The NHS Unique Id for this NHS trust.



NhsTrust

Represents an NHS Trust. This is usually a regional sub-company or unit.
Property Type Comments Rules
Id int The unique Id of this NHS Trust in the expenses database.

TrustVpd string The unique Id of this NHS Trust, internally for the NHS.

Label string The name of the NHS Trust.

Archived bool Whether this object is in an archived status.



OdometerReading

Represents an individual reading of a vehicles odometer. An Odometer is the clock of how many miles or kilometres the vehicle has travelled in its lifetime.
Property Type Comments Rules
OdometerReadingId int The unique Id of this odometer reading.

CarId int The Id of the Vehicle this reading is attached to.

ReadingDate DateTime The date this odometer reading was taken.

OldReading int The value of the odometer at the last reading.

NewReading int The new value of the odometer at this reading.

ForDelete bool Gets or sets a value indicating whether the element can be deleted



OdometerReadings

Represents a container for Odometer Readings, with a few extra pieces of data.
Property Type Comments Rules
OdometerReadingRequired bool Whether Odometer Readings are required to be kept for this Vehicle. If this is set to true, then the OdometerReadings property must be populated when claimants claim.

StartOdometerReading long Gets or sets starting odometer reading

EndOdometerReading int Gets or sets ending odometer reading

OdometerReadingList List<int> Gets or sets the list of individual odometer readings' Ids.

ReadOnly


OptionalGeneralDetails

Represents all of the personal information for a given user. This includes names, locale and enrcypted password data.
Property Type Comments Rules
Gender string The Gender of the employee.

DateOfBirth Nullable<DateTime> The Date of birth of the employee.

MiddleName string The middle name(s), if any, of the employee.

MaidenName string The maiden name, if any, of the employee.

PreferredName string The preferred name of the employee.

LocaleId Nullable<int> The Id of the locale of the employee.



Organisation

A Organisation is a unit of financial information against which you record expenditure.
An Employee or an ExpenseSubCategory.
Property Type Comments Rules
Id int The Id of this object.

Label string The name / label for this Organisation object.

Required
Max Length: 256
ParentOrganisationId Nullable<int> The Parent Organisation ID

Comment string A comment of this Organisation object.

Max Length: 4000
Code string The Organisation code

Max Length: 60
PrimaryAddressId Nullable<int> The primary address ID

AddressLine1 string The first line of the address

City string The City

PostCode string The Postcode

OrganisationActionOutcome OrganisationActionOutcome The outcome of an action relating to Organisations

Archived bool Whether this object is in an archived status.



OrganisationSettings

The fields settings for Organisation
Property Type Comments Rules
DisplayAs string What to display in the field label

DisplayForCash bool Whether to show Organisation for cash items

DisplayForCreditCard bool Whether to show Organisation for credit card items

DisplayForPurchaseCard bool Whether to show Organisation for purchase card items

DisplayOnIndividualItem bool Whether to show Organisation for individual expense items

MandatoryForCash bool Organisation is mandatory for cash items

MandatoryForCreditCard bool Organisation is mandatory for credit card items

MandatoryForPurchaseCard bool Organisation is mandatory for purchase card items

CanAddNewOrganisation bool Whether the account permits employees to add a new organisation from Add/Edit Expense



OtherDetailsSettings

The fields settings for OtherDetails
Property Type Comments Rules
DisplayAs string What to display in the field label

DisplayForCash bool Whether to show OtherDetails for cash items

DisplayForCreditCard bool Whether to show OtherDetails for credit card items

DisplayForPurchaseCard bool Whether to show OtherDetails for purchase card items

DisplayOnIndividualItem bool Whether to show OtherDetails for individual expense items

MandatoryForCash bool Whether OtherDetails is mandatory for cash items

MandatoryForCreditCard bool Whether OtherDetails is mandatory for credit card items

CanAddNewOtherDetails bool Whether the account permits employees to add a new OtherDetails from Add/Edit Expense



P11DCategory

A P11D Category is a category that the system uses to group expense items, for compliance when filling out P11D forms. You assign Expense Items to a P11D Category. P11D forms are submitted to HMRC.
For more information on P11D, see http://www.hmrc.gov.uk/payerti/exb/forms.htm.
Property Type Comments Rules
Id int The unique Id.

Label string The name or label for this Expense Category.

Required
Max Length: 50
ExpenseSubCategoryIds List<int> A List of ExpenseSubCategory IDs items that full under this P11DCategory. Important: Use the ExpenseSubCategories resource to add and update those. You can link them using this resource.



Passenger

The passenger class for holding information about a passenger
Property Type Comments Rules
PassengerId Nullable<int> Gets or sets the PassengerId.

Name string Gets or sets the name.



PersonalDetails

Represents a collection of information about an Employee.
Property Type Comments Rules
BasicInfo OptionalGeneralDetails The optional basic information for the employee.

HomeContactDetails HomeContactDetails The home contact details for the employee.



ProjectCode

A ProjectCode is a unit of business information against which you record expenditure, in a similar way to CostCodes.
Property Type Comments Rules
Id int The Id for the Project Code.

Label string The label or name for the Project Code.

Required
Max Length: 50
Description string The description for the Project Code.

Required
Max Length: 4000
Rechargeable bool Whether this project code is rechargeable.

UserDefined List<UserDefinedFieldValue> A list of user-defined objects.

Archived bool Whether this object is in an archived status.



ProjectcodeSettings

Project code settings
Property Type Comments Rules
DisplayAs string What to display in the field label

DisplayForCash bool Whether to showFrom field for cash items

DisplayForCreditCard bool Whether to showFrom field for credit card items

DisplayForPurchaseCard bool Whether to showFrom field for purchase card items

DisplayOnIndividualItem bool Whether to showFrom field for individual expense items

MandatoryForCash bool WhetherFrom field is mandatory for cash items

MandatoryForCreditCard bool WhetherFrom field is mandatory for credit card items

CanAddFromField bool Whether the account permits employees to add a new From field from Add/Edit Expense



ReasonSettings

The fields settings for Reason
Property Type Comments Rules
DisplayAs string What to display in the field label

DisplayForCash bool Whether to show Reason for cash items

DisplayForCreditCard bool Whether to show Reason for credit card items

DisplayForPurchaseCard bool Whether to show Reason for purchase card items

DisplayOnIndividualItem bool Whether to show Reason for individual expense items

MandatoryForCash bool Whether Reason is mandatory for cash items

MandatoryForCreditCard bool Whether Reason is mandatory for credit card items

CanAddNewReason bool Whether the account permits employees to add a new Reason from Add/Edit Expense



Receipt

Representing receipt object details uploaded for an expense item.
Property Type Comments Rules
Id int Gets or sets the id.

ReceiptUrl string Gets or sets the receipt url.

ReceiptData string Gets or sets a Base64 string which represents the receipt data.

ReceiptThumbnailUrl string Gets or sets the receipt thumbnaile url.

ReceiptThumbnailData string Gets or sets a Base64 string which represents the receipt thumbnail data.

Extension string Gets or sets the extension.

MimeHeader string Gets or sets the mime header.

IsApprover bool Gets or sets a value indicating whether is approver.



ReturnedExpenseItem

Property Type Comments Rules


SaveUpdateClaimResult

The result of Saving or Editing a Claim
Property Type Comments Rules
Id int The id of the claim.

SaveEditClaimOutcome SaveEditClaimOutcome The outcome of the action



SignOffGroup

Represents a group of stages that a claim has to go through in order to be approved and therefore paid.
Property Type Comments Rules
GroupId int The unique Id of the signoffgroup.

GroupName string The name of the signoffgroup.

Description string The description of the signoffgroup.

OneClickAuthorization bool Whether the signoffgroup supports OneClickAuthorization.

Stages List<Stage> The list of stages that comprises this signoffgroup.



SignoffGroupBasic

The basic description of a Signoff Group
Property Type Comments Rules
GroupId int The unique Id of the signoffgroup.

Required
GroupName string The name of the signoffgroup.

Required
Description string The description of the signoffgroup.



SornVehicle

The Sorn vehicle.
Property Type Comments Rules
vehicleId int Gets or sets the vehicle id.

Registration string Gets or set the vehicle registration



SSOEmployee

Defines a
Property Type Comments Rules
CompanyId string The Company Id of the

AccountId int The Account Id of the

EmployeeId int The Employee Id of the

Username string The Username of the

Active bool Whether the is active



Stage

Defines a stage in a SignOffGroup.
Property Type Comments Rules
SignOffId int The unique Id of this stage.

SignOffType SignoffType The SignOffType of this stage.

SignOffStage byte The name or label of this stage.

Relid int The Id of this stage's related user.

RelSignOffPerson string The name of this stage's related user.

ReadOnly
StageInclusionType StageInclusionType The InclusionType of this stage.

Amount decimal The amount of this stage.

Notify Notify The notify for this stage.

OnHolidayProvision HolidayProvision The action to be taken when the approver is on holiday.

HolidayType SignoffType The holiday delegate sign off type.

HolidayId int The specific id of holiday delegate type.

HolidayDelegate string The holiday delegate name.

ReadOnly
IncludeId int The included item id of the inclusion type specified.

IncludedItem string The included item description.

ClaimantMail bool The claimant mail of this stage.

SingleSignOff bool The single sign off of this stage.

SendMail bool The send mail of this stage.

DisplayDeclaration bool The display declaration of this stage.

EmployeeId int The employee id of this stage.

ExtraLevels int The extra levels of this stage.

ApproveHigherLevelsOnly bool Whether to approve higher levels only for this stage.

AllocateForPayment bool Flag this stage as to when payment should be allocated (cannot be set on the first stage)

IsPostValidationCleanupStage bool Flag this stage as the auto-created post-validation stage

ValidationCorrectionThreshold Nullable<int> Correction verification threshold percentage

ApproverJustificationsRequired bool Gets or sets a value indicating whether or not an approver must specify a justification for this .

ClaimPercentageToValidate Nullable<decimal> Gets or sets the percentage of items in a claim that will be sent for validation.



SubCatDates

A class to represent start and end dates for Sub cat item roles
Property Type Comments Rules
StartDate DateTime Gets or sets the start date for this item

EndDate DateTime Gets or sets the end date for this item



SubCatItemRole

Property Type Comments Rules
ItemRoleSubCatId int The unique Id of the SubCatItemRole.

SubCatId int The Id of the related SubCategory.

AddToTemplate bool Whether to add to the template.

MaximumAllowedWithReceipt decimal The maximum claim allowed with a receipt.

MaximumAllowedWithoutReceipt decimal The maximum claim allowed without a receipt.

ForDelete bool Gets or sets a value indicating whether the element can be deleted



SubCatVatRate

Links an ExpenseSubCategory to a VAT Rate.
Property Type Comments Rules
VatRateId int The related Vat Rate Id.

ReadOnly
SubCatId int The related Sub Category Id.

VatAmount double The VAT Amount for this SubCatVatRate.

VatReceipt bool Whether this has a receipt.

VatLimitWithout Nullable<decimal> The VAT limit without receipt.

VatLimitWith Nullable<decimal> The VAT limit with receipt.

VatPercent byte The VAT percentage.

RangeType DateRangeType The DateRangeType for this SubCatVatRate.

DateValue1 Nullable<DateTime> The first date value for this SubCatVatRate.

DateValue2 Nullable<DateTime> The second date value for this SubCatVatRate.

ForDelete bool Whether to mark this for delete in a bulk update.



SubmitClaimResult

A class for handling the result of a claims submission
Property Type Comments Rules
Reason Common.Enum.SubmitRejectionReason The reason for rejection

FrequencyValue int

FrequencyPeriod byte The frequency Value

FlagResults FlaggedItemsManager The flagged items

ClaimID int The claim Id

Approver bool Is the approver?

MinimumAmount Nullable<decimal> The minimum amount

MaximumAmount Nullable<decimal> The maximum account

NewLocationURL string The new location URL

NoDefaultAuthoriserPresent bool Is there a no default authoriser present?



Team

A Team is a group of Employees.
Property Type Comments Rules
Id int The unique Id for this Team object.

Label string The name / label for this Team object.

Required
Max Length: 50
Description string A description of this Team object.

Required
Max Length: 4000
TeamMembers List<int> A list of the Ids of all the Employees that are assigned to this team.

TeamLeaderId Nullable<int> Gets the nominated team leader employee Id (NULL if unspecified)



Threshold

A threshold defines details for paying an expense, up to a certain value, before another threshold applies.
Property Type Comments Rules
MileageThresholdId int The unique Id of this threshold.

MileageDateId int The Id of the related DateRange.

MileageCategoryId int The Id of the related MileageCategory.

RangeValue1 Nullable<decimal> The first range value.

RangeValue2 Nullable<decimal> The second range value.

RangeType RangeType The RangeType of this threshold.

Passenger1Rate decimal The first passenger rate for this threshold.

PassengerXRate decimal The nth passenger rate for this threshold.

HeavyBulkyEquipmentRate decimal The allowance given for heavy and bulky equipment

Rates IEnumerable<VehicleJourneyRateThresholdRate> Gets or sets the fuel rates for this threshold.



Tooltip

A Tooltip provides help text to clarify elements of the system.
Property Type Comments Rules
Id Guid The Id of this object.

Required
HelpText string The name / label for this Tooltip object.

Required
Max Length: 4000


ToSettings

The fields settings for To field
Property Type Comments Rules
DisplayAs string What to display in the field label

DisplayForCash bool Whether to show To field for cash items

DisplayForCreditCard bool Whether to show To field for credit card items

DisplayForPurchaseCard bool Whether to show To field for purchase card items

DisplayOnIndividualItem bool Whether to show To field for individual expense items

MandatoryForCash bool Whether To field is mandatory for cash items

MandatoryForCreditCard bool Whether To field is mandatory for credit card items

CanAddToField bool Whether the account permits employees to add a new From field from Add/Edit Expense



UdfListElement

A class to hold the list element details for a list type user defined field
Property Type Comments Rules
ElementValue int Gets or sets the element value.

ElementText string Gets or sets the element text.

ElementOrder int Gets or sets the element order.

Archived bool Gets or sets a value indicating whether element is archived.



UserDefinedField

Represents a User Defined Field. This is a method of extending the system to allow for user properties to be saved along with Expenses objects.
Property Type Comments Rules
UserDefinedId int The user defined field Id.

AppliesTo UDFAppliesTo The element that the user defined field applies to.

Required
Must be a valid enum member
Order int The field order.

Archived bool Whether the field is archived.

DisplayName string Display Name.

Description string Description.

Tooltip string Tooltip.

Mandatory bool Whether the field is mandatory.

FieldType FieldType Field Type.

HyperlinkPath string The url for the hyperlink.

HyperlinkText string The text for the hyperlink.

Precision Nullable<int> The precision of the number.

MaxLength Nullable<int> The maximum length allowed for the text.

Default string The maximum length allowed for the text.

ListElements List<UserDefinedFieldListElement> List of elements if FieldType = List.



UserDefinedFieldListElement

Represents a User Defined Field. This is a method of extending the system to allow for user properties to be saved along with Expenses objects.
Property Type Comments Rules
ElementValue int The element value.

ElementText string The element text.

ElementOrder int The element order.

Archived bool Whether this list element is archived.



UserDefinedFieldType

Hold the data realting to a User Defined Field
Property Type Comments Rules
UserDefinedFieldId int The unique Id of the user defined field

Attribute Attribute The attribute data that is associated

Value object The value of the user defined field

Order int The order of the user defined field

AllowEmployeeToPopulate bool Gets or sets a value indicating whether an employee can populate the user defined field.



UserDefinedFieldValue

The structure for passing the value for a user defined field into the system.
Property Type Comments Rules
Id int The id number for the user defined field.

ReadOnly
Value object The value supplied for the user defined field.



VatRate

Defines a rate of VAT (value added tax).
Property Type Comments Rules
ExpenseSubCategoryId int The Id of the ExpenseSubCategory.

Vat double The VAT rate itself.

VatPercent double The VAT percentage.

ForDelete bool Whether to delete this item during a bulk update.



Vehicle

Represents a Vehicle that can be owned either by a single Employee, or a pool-car style vehicle, which has mulitple 'owners'. If the vehicle's EmployeId property is set, then the car is not a poolcar, but belongs to an employee.
Property Type Comments Rules
Id int The unique ID of this vehicle.

Make string The make of this vehicle.

Model string The model of this vehicle.

Registration string The registration number of this vehicle.

UnitOfMeasure MileageUOM The unit of measurement for distance of this vehicle.

Required
Must be a valid enum member
FuelType int The fuel type of this vehicle.

Required
EngineSize int The engine size of this vehicle.

IsActive bool Whether the vehicle is active.

IsExemptFromHomeToLocationMileage bool Whether the vehicle is exempt from Home to Location mileage.

CarUsageStartDate Nullable<DateTime> The car usage start date.

CarUsageEndDate Nullable<DateTime> The car usage end date.

FinancialYearId Nullable<int> The financial year of mileage categories associated with this vehicle.

MileageCategoryIds List<int> The associated mileage category Ids for this vehicle.

OdometerReadings OdometerReadings The odometer readings for this vehicle. Must me populated if the OdometerReadingsRequired property is set to true.

Approved bool Whether the vehicle has been approved.

EmployeeId Nullable<int> Contains the Id of the owner, if this car is not a Pool Car.

PoolCarUsers List<int> Contains the Ids of the Employees allowed to use this Car (if it is a Pool Car).

UserDefined List<UserDefinedFieldValue> The User defined fields.

VehicleTypeId VehicleType Contains the typeid of vehicle, like bicycle, car, motorcycle, moped

Required
Must be a valid enum member
VehicleDescription string Get or Sets the vehcile description

IsPoolVehicle bool Gets or Sets whether the vehicle is a pool vehicle

PreviousVehicleId int Gets or sets the Id of the vehicle if the current vehicle is replacing another

UnapprovedVehicleCount int Gets or sets the number of unapproved vehicles for the employee

TaxExpiry string Gets or sets the Tax Expiry of this vehicle

IsTaxValid bool Gets or sets the tax status of this vehicle

MotExpiry string Gets or sets the MOT Expiry of this vehicle

IsMotValid bool Gets or sets the MOT status of this vehicle

MotStart string Gets or sets the mot start date.



VehicleDefinition

The vehicle definition containing data to help build the add vehicle form
Property Type Comments Rules
VehicleEngineTypes List<VehicleEngineType> Gets or sets the vehicle engine types.

VehicleJourneyRates IList<MileageCategory> Gets or sets a list of valid vehicle journey rates.

UserDefinedFields List<UserDefinedFieldType> Gets or sets a list of user defined fields./>

FinancialYears List<FinancialYear> Gets or sets a list of FinancialYears



VehicleEngineType

A class to hold details of a Vehicle Engine Type
Property Type Comments Rules
VehicleEngineTypeId Nullable<int> Gets or sets the vehicle engine type id.

Code string Gets or sets the code.

Name string Gets or sets the name.

CreatedBy int Gets or sets the created by.

CreatedOn DateTime Gets or sets the created on.

ModifiedBy Nullable<int> Gets or sets the modified by.

ModifiedOn Nullable<DateTime> Gets or sets the modified on.



WorkAddressLinkage

A WorkAddressLinkage is a subtype of AddressLinkage.
Property Type Comments Rules
IsTemporary bool Gets or sets a value indicating whether the address is temporary.

Required
IsActive bool Gets or sets a value indicating whether the address is active.

Required
Rotational bool Gets or sets a value indicating whether the address is rotational.

ReadOnly
PrimaryRotational bool Gets or sets a value indicating whether the address is the primary rotational address.

ReadOnly
Id int The unique Id of this item in the database.

StartDate Nullable<DateTime> Gets or sets the start date for this Address.

EndDate Nullable<DateTime> Gets or sets the end date for this Address.

EmployeeId int The Id of the Employee to be linked to the Address.

Required
AddressId int The Id of the Address to be linked to the Employee.

Required


WorkDetails

Represents a collection of information about an Employee's job.
Property Type Comments Rules
CreditAccount string The credit account for the employee.

PayRollNumber string The payroll number for the employee.

Position string The position of the employee.

NationalInsuranceNumber string The national insurance number of the employee.

HireDate Nullable<DateTime> The hire date of the employee.

TerminationDate Nullable<DateTime> The termination date of the employee.

EmployeeNumber string The employee number.

PrimaryCountryId Nullable<int> The primary country id - List of countries can be obtained by calling /countries/Find?CountryId=0 for unassigned global countries

PrimaryCurrencyId Nullable<int> The primary currency id - List of currencies can be obtained by calling /currencies/Find?CurrencyId=0 for unassigned global currencies

LineManagerUserId Nullable<int> The user ID of the employee's line manager.

StartMileage int The starting mileage that this employee has driven.

StartMileageDate Nullable<DateTime> The starting date for mileage.

EsrPersonId Nullable<long> The Esr Person Id, if ESR is enabled.

ReadOnly
EsrEffectiveStartDate Nullable<DateTime> The effective start date for ESR, if enabled.

ReadOnly
EsrEffectiveEndDate Nullable<DateTime> The effective end date for ESR, if enabled.

ReadOnly
CostCentreBreakdowns List<CostCentreBreakdown> The list of Cost Centre Breakdowns that apply to this container.