> ## Documentation Index > Fetch the complete documentation index at: https://docs.smartbills.io/llms.txt > Use this file to discover all available pages before exploring further. # Expenses > Complete reference for the ExpenseService in the Smartbills JavaScript SDK, list, upload, update, split, export, and bulk-manage expenses. ## Expenses The `ExpenseService` (`client.expenses`) provides methods to list, create, update, delete, and bulk-operate on expenses. Expenses represent receipts and transactions captured within a business. ## Listing expenses ### List business expenses Retrieve a paginated list of expenses for the current business. ```typescript theme={null} const { data: expenses, pagination } = await client.expenses.listBusiness({ page: 1, limit: 25, sortBy: 'createdAt', sortDirection: 'desc', }); console.log(`Page ${pagination.currentPage} of ${pagination.pageCount}`); console.log(`Total: ${pagination.count} expenses`); ``` ### List employee expenses Retrieve expenses belonging to a specific employee. ```typescript theme={null} const { data } = await client.expenses.listEmployee(employeeId, { limit: 50, }); ``` ### List my expenses Retrieve expenses for the currently authenticated user. ```typescript theme={null} const { data: myExpenses } = await client.expenses.listMy({ limit: 20, }); ``` ## Getting a single expense ```typescript theme={null} const expense = await client.expenses.getById(expenseId); console.log(expense.id); console.log(expense.amount); console.log(expense.vendor); ``` ## Updating an expense ```typescript theme={null} const updated = await client.expenses.update(expenseId, { note: 'Client dinner - Project Alpha', categoryId: 42, }); ``` ### Update category only ```typescript theme={null} const updated = await client.expenses.updateCategory(expenseId, { categoryId: 15, }); ``` ### Update note only ```typescript theme={null} const updated = await client.expenses.updateNote(expenseId, { note: 'Updated description for this expense', }); ``` ### Associate with an expense report ```typescript theme={null} // Update report association const updated = await client.expenses.updateReport(expenseId, { expenseReportId: 789, }); // Or set the report directly const result = await client.expenses.setReport(expenseId, { expenseReportId: 789, }); ``` ## Deleting expenses ```typescript theme={null} // Delete a business expense await client.expenses.delete(expenseId); // Delete an employee's expense await client.expenses.deleteEmployee(employeeId, expenseId); ``` ## Uploading receipts Upload receipt images or PDFs that are automatically processed into expense records. ### Upload for the business ```typescript theme={null} const formData = new FormData(); formData.append('files', receiptFile1); formData.append('files', receiptFile2); const results = await client.expenses.uploadBusiness(formData); for (const result of results) { console.log(`Created expense ${result.id} from upload`); } ``` ### Upload for an employee ```typescript theme={null} const formData = new FormData(); formData.append('files', receiptFile); const results = await client.expenses.uploadEmployee(employeeId, formData); ``` ### Upload for the current user ```typescript theme={null} const formData = new FormData(); formData.append('files', receiptFile); const results = await client.expenses.uploadMy(formData); ``` ### Validate before uploading Check that files are valid before creating expense records: ```typescript theme={null} const formData = new FormData(); formData.append('files', receiptFile); // Business-level validation const validation = await client.expenses.validateBusiness(formData); // Employee-level validation const empValidation = await client.expenses.validateEmployee(employeeId, formData); ``` ## Presigned uploads For large files or direct-to-storage uploads, use the presigned upload flow: ```typescript theme={null} // Step 1: Get a presigned URL const presigned = await client.expenses.presignUpload({ fileName: 'receipt.pdf', contentType: 'application/pdf', fileSize: fileBuffer.byteLength, }); // Step 2: Upload directly to the presigned URL await fetch(presigned.url, { method: 'PUT', body: fileBuffer, headers: { 'Content-Type': 'application/pdf', }, }); // Step 3: Confirm the upload await client.expenses.confirmUpload({ key: presigned.key, fileName: 'receipt.pdf', }); ``` ### Employee presigned uploads ```typescript theme={null} const presigned = await client.expenses.presignEmployeeUpload(employeeId, { fileName: 'receipt.jpg', contentType: 'image/jpeg', fileSize: fileBuffer.byteLength, }); // Upload to presigned URL... await client.expenses.confirmEmployeeUpload(employeeId, { key: presigned.key, fileName: 'receipt.jpg', }); ``` ## Splitting expenses Split a single expense into multiple line items: ```typescript theme={null} const splitExpenses = await client.expenses.split(expenseId, { lines: [ { amount: 50.00, categoryId: 10, note: 'Meals' }, { amount: 25.00, categoryId: 20, note: 'Transport' }, ], }); console.log(`Split into ${splitExpenses.length} expenses`); ``` ## Exporting expenses Export expenses as a downloadable file (CSV or Excel): ```typescript theme={null} const blob = await client.expenses.export({ format: 'csv', startDate: '2025-01-01', endDate: '2025-03-31', }); // With filename const { blob: file, filename } = await client.expenses.exportWithFilename({ format: 'xlsx', }); ``` ## Downloading attachments ```typescript theme={null} // Download attachments for multiple expenses const zipBlob = await client.expenses.downloadAttachments({ expenseIds: [1, 2, 3], }); // Download attachment for a single expense const attachment = await client.expenses.downloadSingleAttachment(expenseId); // With filename const { blob, filename } = await client.expenses.downloadSingleAttachmentWithFilename(expenseId); ``` ## Batch operations ### Batch update Update multiple expenses in a single request: ```typescript theme={null} const updated = await client.expenses.batchUpdate([ { id: 1, categoryId: 10 }, { id: 2, categoryId: 20 }, ]); ``` ## Bulk operations ### Bulk assign category ```typescript theme={null} const result = await client.expenses.bulkAssignCategory({ expenseIds: [1, 2, 3, 4], categoryId: 15, }); console.log(`Succeeded: ${result.succeeded}, Failed: ${result.failed}`); ``` ### Bulk assign vendor ```typescript theme={null} const result = await client.expenses.bulkAssignVendor({ expenseIds: [1, 2, 3], vendorId: 42, }); ``` ### Bulk assign expense report ```typescript theme={null} const result = await client.expenses.bulkAssignReport({ expenseIds: [1, 2, 3], expenseReportId: 100, }); ``` ### Bulk assign payer type ```typescript theme={null} const result = await client.expenses.bulkAssignPayerType({ expenseIds: [1, 2, 3], payerType: 'company', }); ``` ### Bulk set note ```typescript theme={null} const result = await client.expenses.bulkSetNote({ expenseIds: [1, 2, 3], note: 'Q1 team offsite', }); ``` ### Bulk delete ```typescript theme={null} const result = await client.expenses.bulkDelete({ expenseIds: [10, 11, 12], }); console.log(`Deleted: ${result.succeeded}, Failed: ${result.failed}`); ``` ## Review management Update the review status of an expense: ```typescript theme={null} const updated = await client.expenses.updateReview(expenseId, { reviewed: true, }); ``` ## Method reference | Method | Parameters | Returns | Description | | -------------------------- | ------------------------------------- | ------------------------------- | -------------------------------- | | `listBusiness` | `params?`, `options?` | `SBListResponse` | List business expenses | | `listEmployee` | `employeeId`, `params?`, `options?` | `SBListResponse` | List employee expenses | | `listMy` | `params?`, `options?` | `SBListResponse` | List current user's expenses | | `getById` | `expenseId`, `options?` | `SBTransaction` | Get a single expense | | `update` | `expenseId`, `data`, `options?` | `SBTransaction` | Update an expense | | `delete` | `expenseId`, `options?` | `void` | Delete an expense | | `deleteEmployee` | `employeeId`, `expenseId`, `options?` | `void` | Delete an employee's expense | | `updateCategory` | `expenseId`, `data`, `options?` | `SBTransaction` | Update expense category | | `updateNote` | `expenseId`, `data`, `options?` | `SBTransaction` | Update expense note | | `updateReport` | `expenseId`, `data`, `options?` | `SBTransaction` | Update report association | | `setReport` | `expenseId`, `data`, `options?` | `SBTransaction` | Set report association | | `updateReview` | `expenseId`, `data`, `options?` | `SBTransaction` | Update review status | | `uploadBusiness` | `formData`, `options?` | `SBTransactionUploadResponse[]` | Upload receipts for business | | `uploadEmployee` | `employeeId`, `formData`, `options?` | `SBTransactionUploadResponse[]` | Upload receipts for employee | | `uploadMy` | `formData`, `options?` | `SBTransactionUploadResponse[]` | Upload receipts for current user | | `validateBusiness` | `formData`, `options?` | `unknown` | Validate files before upload | | `validateEmployee` | `employeeId`, `formData`, `options?` | `unknown` | Validate files for employee | | `split` | `expenseId`, `data`, `options?` | `SBTransaction[]` | Split an expense | | `batchUpdate` | `data[]`, `options?` | `SBTransaction[]` | Batch update expenses | | `export` | `data`, `options?` | `Blob` | Export expenses to file | | `exportWithFilename` | `data`, `options?` | `{ blob, filename? }` | Export with filename | | `downloadAttachments` | `data`, `options?` | `Blob` | Download attachments (zip) | | `downloadSingleAttachment` | `expenseId`, `options?` | `Blob` | Download single attachment | | `presignUpload` | `request`, `options?` | `PresignedUploadResponse` | Get presigned upload URL | | `confirmUpload` | `request`, `options?` | `void` | Confirm presigned upload | | `bulkAssignCategory` | `data`, `options?` | `SBExpenseBulkActionResponse` | Bulk assign category | | `bulkAssignVendor` | `data`, `options?` | `SBExpenseBulkActionResponse` | Bulk assign vendor | | `bulkAssignReport` | `data`, `options?` | `SBExpenseBulkActionResponse` | Bulk assign report | | `bulkAssignPayerType` | `data`, `options?` | `SBExpenseBulkActionResponse` | Bulk assign payer type | | `bulkSetNote` | `data`, `options?` | `SBExpenseBulkActionResponse` | Bulk set note | | `bulkDelete` | `data`, `options?` | `SBExpenseBulkActionResponse` | Bulk delete expenses |