SOsoldo
Expense Review Processes

Update Expense Review Process

Be aware that any change made on the steps of an ExpenseReviewProcess configuration is not applied to already existing transactions. If you need to apply the changes to already existing transactions, you can use the Recalculate Expense Review Processes endpoint. Also, the object returned upon update might have a different ID.

put/business/v2/expense-review/processes/{processId}

Request

Path parameters

processIdstring required

The ExpenseReviewProcess ID.

Example: 2d9f6514-4004-4122-b7f2-dcf7e034741c

Request body

namestring required

The name of the ExpenseReviewProcess.

descriptionstring required

The description of the ExpenseReviewProcess.

Example request

{
  "name": "EXPENSE REVIEW PROCESS",
  "description": "EXPENSE REVIEW PROCESS DESCRIPTION",
  "conditions": [
    {
      "value": [
        "7bf79328-a7ae-4222-aa54-091ff7f429a7",
        "2d65bd5e-3fdf-4002-b166-bde7fb8863fa"
      ]
    }
  ],
  "steps": [
    {
      "step_number": 2,
      "reviewer_info": {
        "id": [
          "7bf79328-a7ae-4222-aa54-091ff7f429a7",
          "2d65bd5e-3fdf-4002-b166-bde7fb8863fa"
        ]
      },
      "automation_rule": {
        "required_info": true,
        "amount_condition": {
          "amount": 10.25
        }
      }
    }
  ]
}

Response

The result is a single ExpenseReviewProcess.

idstring

The ExpenseReviewProcess id.

namestring required

The name of theExpenseReviewProcess.

descriptionstring required

A textual description of the ExpenseReviewProcess.

steps_countinteger required

The total number of approval steps.

priorityinteger

The order of priority in which the ExpenseReviewProcess will be executed.

status'ACTIVE' | 'INACTIVE' required

Example response

{
  "id": "7bf79328-a7ae-4222-aa54-091ff7f429a7",
  "name": "EXPENSE REVIEW PROCESS",
  "description": "EXPENSE REVIEW PROCESS DESCRIPTION",
  "steps_count": 2,
  "priority": 2,
  "conditions": [
    {
      "value": [
        "7bf79328-a7ae-4222-aa54-091ff7f429a7",
        "2d65bd5e-3fdf-4002-b166-bde7fb8863fa"
      ]
    }
  ],
  "steps": [
    {
      "step_number": 2,
      "reviewer_info": {
        "id": [
          "7bf79328-a7ae-4222-aa54-091ff7f429a7",
          "2d65bd5e-3fdf-4002-b166-bde7fb8863fa"
        ]
      },
      "automation_rule": {
        "required_info": true,
        "amount_condition": {
          "amount": 10.25
        }
      }
    }
  ]
}

Changes

No recorded changes to this operation across all 10 revisions of this API.