Upsert expense template

PUT/v1/expenses/templates/{templateId}

Path parameters

templateId string required

An opaque expense_recurring resource identifier.

Example01JQ2T5Y5Q3R8W9N6M4K2H7P1S

Body parameters

application/json · required

name string required

Display name of the resource.

Minimum length: 1 character. · Maximum length: 255 characters.

ExampleOffice cleaning

description string required

Human-readable description of the resource.

Maximum length: 10000 characters.

ExampleMonthly office cleaning service

notes string required

Notes attached to the record.

Maximum length: 10000 characters.

ExampleOffice cleaning service for January 2026

vendorId string required

ID of the related vendor.

Minimum length: 1 character. · Maximum length: 128 characters.

Example01JQ2T5Y5Q3R8W9N6M4K2H7P1C

clientId string required

Optional client reference. Null means the current workspace owns the record; do not create a placeholder client.

Must be present and may be null.

Minimum length: 1 character. · Maximum length: 128 characters.

Examplenull

projectId string required

Project identifier within the current workspace.

Must be present and may be null.

Minimum length: 1 character. · Maximum length: 128 characters.

Examplenull

bankAccountId string required

ID of the related bank account.

Must be present and may be null.

Minimum length: 1 character. · Maximum length: 128 characters.

Examplenull

tags string[] required

Tags assigned to the record.

at most 100 items

Example1 item

recurrenceMonths number required

recurrence months for this expense template.

maximum 1200 · greater than 0

Example1

currencyId string required

Currency identifier for the amount. It selects the currency metadata used by the record.

Minimum length: 1 character. · Maximum length: 128 characters.

Example01JQ2T5Y5Q3R8W9N6M4K2H7P1F

entries object[] required

Applied economic entries. Each entry is a reusable priced unit for a product, service, plan, or other calculable line. Entry prices are authored net prices; the workspace tax modifier calculates VAT.

ShowHide 7 properties

entries[].id string required

Opaque identifier for this resource or reference.

Minimum length: 1 character. · Maximum length: 128 characters.

Example01JQ2T5Y5Q3R8W9N6M4K2H7P1H

entries[].appliedId string nullable

Stable identity of this saved modifier application. Preserve it when updating a financial record, including repeated uses of the same catalog modifier.

Minimum length: 1 character. · Maximum length: 128 characters.

ExampleConsulting services

entries[].name string required

Display name of the resource.

Maximum length: 10000 characters.

ExampleOffice cleaning

entries[].description string required

Human-readable description of the resource.

Maximum length: 10000 characters.

ExampleMonthly office cleaning service

entries[].quantity string required

Exact decimal string used for financial calculations. Do not round or convert it to a display number.

Maximum length: 128 characters.

Example3.00

entries[].unit string required

Unit code from the workspace catalog.

Minimum length: 1 character. · Maximum length: 128 characters.

Exampleitem

entries[].pricePerUnit string required

Exact decimal string used for financial calculations. Do not round or convert it to a display number.

Maximum length: 128 characters.

Example50.00

modifiers object[] required

Modifiers applied to one entry or the whole source. Supported values are signed fixed amounts or percentages, such as `15.00%` or `-25.00`; arbitrary multiplication and division are not supported.

at most 1000 items

ShowHide 6 properties

modifiers[].id string required

Opaque identifier for this resource or reference.

Minimum length: 1 character. · Maximum length: 128 characters.

Example01JQ2T5Y5Q3R8W9N6M4K2H7P1J

modifiers[].appliedId string nullable

Stable identity of this saved modifier application. Preserve it when updating a financial record, including repeated uses of the same catalog modifier.

Minimum length: 1 character. · Maximum length: 128 characters.

ExampleConsulting services

modifiers[].name string required

Display name of the resource.

Minimum length: 1 character. · Maximum length: 10000 characters.

ExampleVAT

modifiers[].description string nullable

Human-readable description of the resource.

Maximum length: 10000 characters.

ExampleValue added tax

modifiers[].entryIndex number nullable

entry index within modifiers.

Example100

modifiers[].value string required

Modifier value. A trailing `%` marks a percentage; a leading `-` marks a decrease. Modifiers support fixed or percentage adjustments, not arbitrary multiplication or division.

Maximum length: 128 characters.

Example15.00%

startedAt string required

ISO 8601 timestamp for started.

Must be present and may be null.

Example2026-01-15T12:00:00.000Z

endedAt string required

ISO 8601 timestamp for ended.

Must be present and may be null.

Example2026-01-15T12:00:00.000Z

Headers

authorization string required

Bearer workspace API key.

ExampleBearer $NQD_API_KEY

if-match string

Quoted updatedAt timestamp used to reject stale writes. Send the latest value as If-Match: "<updatedAt>".

Minimum length: 3 characters. · pattern ^".+"$

Example"2026-01-15T12:00:00.000Z"

workspace-id string required

Workspace scope for the request. Required for workspace operations and must belong to the authenticated identity.

Minimum length: 1 character. · Maximum length: 128 characters.

Example01JQ2T5Y5Q3R8W9N6M4K2H7P1A

Send the complete writable representation or change set. Use the latest updatedAt for If-Match.

Recurring templates store schedules. The recurring process creates due records and payments.

Response

200Success

Response headers

x-request-id string

Correlation identifier returned with every response for support and request tracing.

Example550e8400-e29b-41d4-a716-446655440000

data object

Returned records. Collections and batches use an array; single records use an object.

ShowHide 28 properties

data.id string

Opaque identifier for this resource or reference.

Example01JQ2T5Y5Q3R8W9N6M4K2H7P1S

data.vendorId string

ID of the related vendor.

Example01JQ2T5Y5Q3R8W9N6M4K2H7P1C

data.clientId string

Optional client reference. Null means the current workspace owns the record; do not create a placeholder client.

Examplenull

data.projectId string

Project identifier within the current workspace.

Examplenull

data.bankAccountId string

ID of the related bank account.

Examplenull

data.name string

Display name of the record.

ExampleOffice cleaning

data.description string

Optional human-readable description of the record.

ExampleMonthly office cleaning service

data.notes string

Notes attached to the record.

ExampleOffice cleaning service for January 2026

data.currency object

Referenced currency with its opaque ID and ISO 4217 currency code.

ShowHide 3 properties

data.currency.id string

Opaque identifier for this resource or reference.

Minimum length: 1 character. · Maximum length: 128 characters.

Example01JQ2T5Y5Q3R8W9N6M4K2H7P1F

data.currency.code string

ISO 4217 currency code, such as SAR or USD.

Minimum length: 1 character. · Maximum length: 128 characters.

ExampleSAR

data.currency.conversion object

Currency conversion quote used for reporting, including source, target, and rate.

ShowHide 3 properties

data.currency.conversion.from string

ISO 4217 code of the source currency in this persisted quote.

Minimum length: 1 character. · Maximum length: 128 characters.

ExampleSAR

data.currency.conversion.to string

ISO 4217 code of the target reporting currency in this persisted quote.

Minimum length: 1 character. · Maximum length: 128 characters.

ExampleSAR

data.currency.conversion.rate string

Exact decimal conversion rate from the quote source currency to its target currency.

Maximum length: 128 characters.

Example1.00

data.entries object[]

Applied economic entries. Each entry is a reusable priced unit for a product, service, plan, or other calculable line. Entry prices are authored net prices; the workspace tax modifier calculates VAT.

ShowHide 7 properties

data.entries[].id string

Opaque identifier for this resource or reference.

Minimum length: 1 character. · Maximum length: 128 characters.

Example01JQ2T5Y5Q3R8W9N6M4K2H7P1H

data.entries[].appliedId string nullable

Stable identity of this saved modifier application. Preserve it when updating a financial record, including repeated uses of the same catalog modifier.

Minimum length: 1 character. · Maximum length: 128 characters.

ExampleConsulting services

data.entries[].name string

Display name of the record.

Maximum length: 10000 characters.

ExampleOffice cleaning

data.entries[].description string

Optional human-readable description of the record.

Maximum length: 10000 characters.

ExampleMonthly office cleaning service

data.entries[].quantity string

Exact decimal string used for financial calculations. Do not round or convert it to a display number.

Maximum length: 128 characters.

Example3.00

data.entries[].unit string

Unit code from the workspace catalog.

Minimum length: 1 character. · Maximum length: 128 characters.

Exampleitem

data.entries[].pricePerUnit string

Exact decimal string used for financial calculations. Do not round or convert it to a display number.

Maximum length: 128 characters.

Example50.00

data.modifiers object[]

Modifiers applied to one entry or the whole source. Supported values are signed fixed amounts or percentages, such as `15.00%` or `-25.00`; arbitrary multiplication and division are not supported.

at most 1000 items

ShowHide 6 properties

data.modifiers[].id string

Opaque identifier for this resource or reference.

Minimum length: 1 character. · Maximum length: 128 characters.

Example01JQ2T5Y5Q3R8W9N6M4K2H7P1J

data.modifiers[].appliedId string nullable

Stable identity of this saved modifier application. Preserve it when updating a financial record, including repeated uses of the same catalog modifier.

Minimum length: 1 character. · Maximum length: 128 characters.

ExampleConsulting services

data.modifiers[].name string

Display name of the record.

Minimum length: 1 character. · Maximum length: 10000 characters.

ExampleVAT

data.modifiers[].description string nullable

Optional human-readable description of the record.

Maximum length: 10000 characters.

ExampleValue added tax

data.modifiers[].entryIndex number nullable

entry index within modifiers.

Example100

data.modifiers[].value string

Modifier value. A trailing `%` marks a percentage; a leading `-` marks a decrease. Modifiers support fixed or percentage adjustments, not arbitrary multiplication or division.

Maximum length: 128 characters.

Example15.00%

data.tags string[]

Tags assigned to the record.

Example1 item

data.recurrenceMonths number

recurrence months for this expense template.

Example1

data.createdBy string

Identifier of the identity that created the record.

Example01JQ2T5Y5Q3R8W9N6M4K2H7P1B

data.updatedBy string

Identifier of the identity that last updated the record.

Examplenull

data.deletedBy string

deleted by for this expense template.

Examplenull

data.amount string

Exact decimal string used for financial calculations. Do not round or convert it to a display number.

Example172.50

data.totals object

totals for this expense template.

ShowHide 7 properties

data.totals.base string

base within totals.

Example150.00

data.totals.net string

Total before tax and other modifiers.

Example150.00

data.totals.tax string

Tax calculated from the workspace payable modifier.

Example22.50

data.totals.gross string

Total after tax and other price modifiers.

Example172.50

data.totals.payable string

Amount due after all applied modifiers.

Example172.50

data.totals.reporting string

Amount converted to the workspace reporting currency.

Example172.50

data.totals.lineTotals object

line totals within totals.

data.vendorWebsite string[] nullable

vendor website for this expense template.

Example1 item

data.projectWebsite string nullable

project website for this expense template.

Examplehttps://example.com

data.clientWebsite string[] nullable

client website for this expense template.

Example1 item

data.clientType string nullable

client type for this expense template.

Allowed values: "individual", "company", "government"

Exampleindividual

data.startedAt string

ISO 8601 timestamp for started.

Example2026-01-15T12:00:00.000Z

data.endedAt string

ISO 8601 timestamp for ended.

Example2026-01-15T12:00:00.000Z

data.nextDueAt string

ISO 8601 timestamp for next due.

Example2026-01-15T12:00:00.000Z

data.createdAt string

ISO 8601 timestamp for the authored or payment event. Recurring records preserve their scheduled occurrence.

Example2026-01-15T12:00:00.000Z

data.updatedAt string

Timestamp used for stale-edit protection. Preserve the server value when updating.

Example2026-01-15T12:00:00.000Z

data.deletedAt string

ISO 8601 timestamp when the record was deleted, or null when it exists.

Examplenull

Possible errors

400 Invalid request

Response headers

x-request-id string

Correlation identifier returned with every response for support and request tracing.

Example550e8400-e29b-41d4-a716-446655440000

error object

Error details returned for a failed request.

ShowHide 4 properties

error.code string

Stable machine-readable error or resource code.

Exampleinvalid_input

error.message string

Human-readable explanation of the result or error.

ExampleThe request could not be validated.

error.requestId string

Correlation identifier for support and request tracing.

Example550e8400-e29b-41d4-a716-446655440000

error.details object nullable

Additional structured details about the result or error.

ShowHide 1 property

error.details.issues object[]

Structured field issues returned when request validation fails.

ShowHide 3 properties

error.details.issues[].path string | number[]

Field path where the validation issue occurred.

One of: string alternative 1, number alternative 2

Example0 items

error.details.issues[].reason string

Machine-readable reason for the validation issue.

Allowed values: "expected_type", "required", "unexpected_property", "invalid_value", "invalid_json", "invalid_query", "unsupported_media_type", "body_too_large", "body_timeout", "conflicting_scope", "missing_header", "concurrency_required", "invalid_resource_id", "invalid_request"

Exampleinvalid_request

error.details.issues[].code string nullable

Stable machine-readable error or resource code.

Exampleinvalid_input

{
  "error": {
    "code": "invalid_input",
    "message": "The request could not be validated.",
    "requestId": "550e8400-e29b-41d4-a716-446655440000",
    "details": {
      "issues": [
        {
          "path": [],
          "reason": "invalid_request"
        }
      ]
    }
  }
}

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