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PartyExpense

Represents the expense incurred by an individual or account. This object is available in API version 61.0 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
  • Refers To: ApplicationForm

CurrencyIsoCode

  • Type: picklist
  • Properties: Create, Defaulted on create, Filter, Group, Nillable, Restricted picklist, Sort, Update
  • Description: If multiple currencies are enabled, contains the currency ISO code associated with the record.
  • Default value: USD
  • Possible values:
    • USD—U.S. Dollar

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

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
  • 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
  • Refers To: PartyFinancialLiability

PartyId

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

    This field is a polymorphic relationship field.

  • Relationship Name: Party
  • Refers To: Account, Applicant, Contact, PartyProfile

PartyProfileId

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

    This field is a relationship field.

  • Relationship Name: PartyProfile
  • Refers To: PartyProfile

RecurrenceInterval

  • Type: picklist
  • Properties: Create, Filter, Group, Nillable, Restricted picklist, 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

Status

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

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
    • Clothing
    • Credit Card Payment
    • Debt
    • Entertainment
    • Food & Dining
    • Garnishments
    • Gas
    • Gifts
    • Health and Hospitalization Insurance Premiums
    • Housing
    • Insurance
    • Inventory Purchase
    • Medical Prescriptions and Expenses
    • Miscellaneous
    • Mobile Device
    • Mortgage
    • Operating Expenses
    • Personal Care
    • Personal Loan Repayment
    • Reimbursement
    • Representative Payee
    • Shop Rent
    • Shopping
    • Spousal Support
    • Staff Wages
    • Subscriptions
    • Taxes
    • Transportation
    • Travel
    • Utilities

UsageType

  • Type: picklist
  • Properties: Create, Filter, Group, Nillable, Restricted picklist, Sort, Update
  • Description: The usage type of the party expense.
  • Possible values:
    • CashFlow—Cash Flow
    • Claim
    • KnowYourCustomer—Know Your Customer
    • LoanOrigination—Loan Origination
    • VehicleAndAssetLoanOrigination—Vehicle And Asset Loan Origination

VerificationDate

  • Type: date
  • Properties: Create, Filter, Group, Nillable, Sort, Update
  • Description: The date when the party expense information was verified.

VerificationStatus

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