Create expense report in Sage Intacct
Accounting API · write, waits for approval · 100% field coverage
Your agent can create expense report in Sage Intacct through Apideck's Accounting API, the same call it makes for every Accounting app. It changes data in the customer's Sage Intacct account, so it stops with the exact request until a person approves it. Apideck adds the customer's Sage Intacct credentials, so no token ever reaches the agent.
The call
POST https://unify.apideck.com/accounting/expense-reports
Headers: x-apideck-service-id: sage-intacct, plus your app id and the customer's consumer id. Apideck MCP tool: accounting-expense-reports-add. Agent operation id: unified.accounting.expenseReportsAdd.
Body fields
| Field | Type | Description |
|---|---|---|
| display_id | string | Id to be displayed. |
| number | string | The expense report number. |
| title | string | Title or purpose of the expense report. |
| employee · required | object | The employee who submitted the expense report. |
| status | string | The status of the expense report. |
| transaction_date · required | string | The date of the transaction - YYYY:MM::DDThh:mm:ss.sTZD |
| posting_date | string | The date the expense report was posted to the general ledger. |
| due_date | string | Date when reimbursement is due. |
| currency | string | Indicates the associated currency for an amount of money. Values correspond to [ISO 4217](https://en.wikipedia.org/wiki/ |
| currency_rate | number | Currency Exchange Rate at the time entity was recorded/generated. |
| sub_total | number | Subtotal amount, normally before tax. |
| total_tax | number | Total tax amount applied to this transaction. |
| total_amount | number | Total amount of all expense lines including tax. |
| reimbursable_amount | number | Total reimbursable amount (may differ from total if some expenses are non-reimbursable). |
| memo | string | The memo of the expense report. |
| department | object | |
| location | object | |
| account | object | |
| accounting_period | object | The accounting period the expense report is posted to. |
| line_items · required | array | Expense line items linked to this expense report. |
| reference | string | Optional reference identifier for the transaction. |
| subsidiary | object | |
| tracking_categories | array | A list of linked tracking categories. |
| tax_inclusive | boolean | Amounts are including tax |
| approved_by | object | The person who approved the expense report. |
| custom_fields | array | |
| row_version | string | A binary value used to detect updates to a object and prevent data conflicts. It is incremented each time an update is m |
More for expense reports in Sage Intacct
list_expense_reportsget_expense_reportupdate_expense_reportdelete_expense_report
Create expense report in other Accounting apps
The same call works for each of these; only the service id changes.