PartyExpense

Represents the expense incurred by an individual or account. This object is available in API version 58.0 and later.

Supported Calls

create(), delete(), describeLayout(), describeSObjects(), getDeleted(), getUpdated(), query(), retrieve(), search(), undelete(), update(), upsert()

Fields

ApplicationFormId

Type: reference
Properties: Filter, Group, Nillable, Sort
Description: The ID of the application form.

This field is a relationship field.
Relationship Name: ApplicationForm
Relationship Type: Lookup
Refers To: ApplicationForm

ApprovedRecord

Type: reference
Properties: Create, Filter, Group, Nillable, Sort, Update
Description: The original verified expense record. The system populates this field when an applicant makes a change to an existing approved expense.

This field is a relationship field.

Description

Type: textarea
Properties: Create, Filter, Group, Nillable, Sort, Update
Description: The description of the expense.

EndDateTime

Type: dateTime
Properties: Create, Filter, Nillable, Sort, Update
Description: The end date and time of the expense.

ExpensesAsOfDate

Type: date
Properties: Create, Filter, Group, Nillable, Sort, Update
Description: The date when the party expense is documented.

IsReadOnly

Type: boolean
Properties: Create, Defaulted on create, Filter, Group, Sort, Update
Description: Indicates whether the party expense is read only (true) or not (false).
Default value: false

IsSelfPaid

Type: boolean
Properties: Create, Defaulted on create, Filter, Group, Sort, Update
Description: Indicates whether the expense is paid by the party (true) or not (false).
Default value: false

LastReferencedDate

Type: dateTime
Properties: Filter, Nillable, Sort
Description: The timestamp for when the current user last viewed a record related to this record.

LastViewedDate

Type: dateTime
Properties: Filter, Nillable, Sort
Description: The timestamp for when the current user last viewed this record. If this value is null, it’s possible that this record was referenced (LastReferencedDate) and not viewed.

Name

Type: string
Properties: Autonumber, Defaulted on create, Filter, idLookup, Sort
Description: The name of the expense.

OwnerId

Type: reference
Properties: Create, Defaulted on create, Filter, Group, Sort, Update
Description: The ID of the record owner.

This field is a polymorphic relationship field.
Relationship Name: Owner
Relationship Type: Lookup
Refers To: Group, User

PartyFinancialLiabilityId

Type: reference
Properties: Create, Filter, Group, Nillable, Sort, Update
Description: The party financial liability that’s associated with the party expense.

This field is a relationship field.
Relationship Name: PartyFinancialLiability
Relationship Type: Lookup
Refers To: PartyFinancialLiability

PartyId

Type: reference
Properties: Create, Filter, Group, Sort, Update
Description: The party associated with the expense.

This field is a relationship field.
Relationship Name: Party
Relationship Type: Lookup
Refers To: Account

PartyProfileId

Type: reference
Properties: Filter, Group, Nillable, Sort
Description: The ID of the party profile.

This field is a relationship field.
Relationship Name: PartyProfile
Relationship Type: Lookup
Refers To: PartyProfile

PayeeId

Type: reference
Properties: Create, Filter, Group, Nillable, Sort, Update
Description: The party that receives the payment towards the expense.

This field is a polymorphic relationship field.
Relationship Name: Payee
Relationship Type: Lookup
Refers To: Account, Contact

PayerId

Type: reference
Properties: Create, Filter, Group, Nillable, Sort, Update
Description: The party that’s obligated to pay for the expense.

This field is a polymorphic relationship field.
Relationship Name: Payer
Relationship Type: Lookup
Refers To: Account, Contact

RecurrenceInterval

Type: picklist
Properties: Create, Filter, Group, Nillable, Sort, Update
Description: The interval after which the expense is incurred.
Possible values:
- Bi-Weekly
- Monthly
- One Time
- Weekly
- Yearly

StartDateTime

Type: dateTime
Properties: Create, Filter, Nillable, Sort, Update
Description: The start date and time of the expense.

Status

Type: picklist
Properties: Create, Filter, Group, Nillable, Sort, Update
Description: The status of the expense.
Possible values:
- Active
- Inactive

TotalAmount

Type: currency
Properties: Create, Filter, Sort, Update
Description: The total expense amount.

Type

Type: picklist
Properties: Create, Filter, Group, Restricted picklist, Sort, Update
Description: The type of expense.
Possible values:
- Child Care
- Child Support
- Garnishments
- Health and Hospitalization Insurance Premiums
- Medical Prescriptions and Expenses
- Reimbursement
- Representative Payee
- Spousal Support

UsageType

Type: picklist
Properties: Create, Filter, Group, Nillable, Restricted picklist, Sort, Update
Description: The usage type of the party expense.

Valid value is PublicSector for Program and Benefit Management.

Available in API version 60.0 and later.

VerificationStatus

Type: picklist
Properties: Create, Filter, Group, Nillable, Sort, Update
Description: The verification status of the party expense.

VerifiedBy

Type: reference
Properties: Create, Filter, Group, Nillable, Sort, Update
Description: The user who reviewed and approved the expense record during the verification process.

This field is a relationship field.

Associated Objects

This object has the following associated objects. If the API version isn’t specified, they’re available in the same API versions as this object. Otherwise, they’re available in the specified API version and later.

PartyExpenseChangeEvent (API Version 62.0): Change events are available for the object.
PartyExpenseFeed: Feed tracking is available for the object.
PartyExpenseHistory: History is available for tracked fields of the object.
PartyExpenseOwnerSharingRule (API Version 60.0): Sharing rules are available for the object.
PartyExpenseShare (API Version 60.0): Sharing is available for the object.