Actions102
- Activity Actions
- Agreement Actions
- Company Actions
- Configuration Actions
- Contact Actions
- Document Actions
- Expense Actions
- Invoice Actions
- Member Actions
- Opportunity Actions
- Product Catalog Actions
- Project Actions
- Purchase Order Actions
- Schedule Actions
- Service Ticket Actions
- Time Actions
Overview
This node integrates with the ConnectWise Manage API to create new expense records within the system. It is designed for users who want to automate the process of logging expenses related to their business operations directly from n8n workflows.
Typical use cases include:
- Automatically recording expenses submitted via forms or other systems.
- Integrating expense data from external accounting or ERP systems into ConnectWise Manage.
- Streamlining financial tracking by programmatically adding expenses during project or service management workflows.
For example, a user could set up a workflow that triggers when a new expense report is submitted and uses this node to create an expense entry in ConnectWise Manage with details such as description, amount, date, and type.
Properties
| Name | Meaning |
|---|---|
| Description | The description of the expense. This is a required text field summarizing the expense. |
| Additional Fields | Optional extra fields to provide more details about the expense: |
| - Amount | Numeric value representing the amount of the expense. |
| - Company ID | Identifier of the company associated with this expense. |
| - Date | Date of the expense in YYYY-MM-DD format. |
| - Type | Type of the expense; options are "Billable" or "Non-Billable". |
Output
The node outputs JSON objects representing the created expense record as returned by the ConnectWise Manage API. Each output item corresponds to one created expense and includes all properties of the expense resource as provided by the API response.
No binary data output is produced by this operation.
Dependencies
- Requires an active connection to the ConnectWise Manage API.
- The node must be configured with valid API credentials (an API key or authentication token) to authenticate requests.
- The base URL of the ConnectWise Manage instance (
siteUrl) must be correctly set in the credentials.
Troubleshooting
- Missing Required Fields: If the "Description" property is not provided, the node will throw an error because it is mandatory for creating an expense.
- Authentication Errors: Invalid or missing API credentials will cause authentication failures. Ensure the API key/token is valid and has sufficient permissions.
- API Endpoint Issues: Incorrect or unreachable ConnectWise Manage site URL will result in request failures. Verify the URL and network connectivity.
- Invalid Field Values: Providing improperly formatted dates or invalid option values (e.g., for "Type") may cause API validation errors.
- Error Messages: The node surfaces API error messages. Common errors include permission denied, invalid input data, or resource not found. Review the error message details to adjust inputs accordingly.
Links and References
This summary is based on static analysis of the node's source code and provided property definitions without runtime execution.