Soldo Software and Services Expense Policies API
The Expense Policies API from Soldo Software and Services — 4 operation(s) for expense policies.
The Expense Policies API from Soldo Software and Services — 4 operation(s) for expense policies.
openapi: 3.0.1
info:
title: Soldo Business API v2.0 - OpenAPI 3.0 Accounting Classification Expense Policies API
description: Soldo Business API v2.0 OpenAPI 3.0 specification
version: 5.56.0
servers:
- url: https://api.soldo.com
description: Production server (using live data)
- url: https://api-demo.soldocloud.net
description: Sandbox server (using test data)
tags:
- name: Expense Policies
paths:
/business/v2/expense-policies/{expensePolicyId}/assignees:
get:
tags:
- Expense Policies
summary: Get Expense Policy Assignees
description: Endpoint to get all `User` resources currently assigned to a specific `ExpensePolicy`.
operationId: expense-policy-assignees-get
parameters:
- name: expensePolicyId
in: path
required: true
schema:
type: string
description: The `ExpensePolicy` ID.
example: 7bf79328-a7ae-4222-aa54-091ff7f429a7
- name: p
in: query
description: It indicates the specific page to display (the counter starts from zero).
schema:
type: integer
description: It indicates the specific page to display (the counter starts from zero).
format: int32
example: 3
default: 0
example: 3
- name: s
in: query
description: It indicates the number of items per page.
schema:
maximum: 50
type: integer
description: It indicates the number of items per page.
format: int32
example: 25
default: 0
example: 25
- name: d
in: query
description: It indicates how the pages are ordered.
schema:
$ref: '#/components/schemas/Direction'
example: DESC
- name: props
in: query
description: It indicates the sorting direction applied to the above parameters. To apply a sorting on multiple parameters, set as many times the `props` parameter in the request.
schema:
type: array
description: It indicates the sorting direction applied to the above parameters. To apply a sorting on multiple parameters, set as many times the `props` parameter in the request.
example: creationTime
items:
type: string
description: It indicates the sorting direction applied to the above parameters. To apply a sorting on multiple parameters, set as many times the `props` parameter in the request.
example: creationTime
example: creationTime
responses:
'200':
description: The result is an array of `ExpensePolicyAssignee` resources.
content:
application/json:
schema:
$ref: '#/components/schemas/ExpensePolicyAssignees'
'404':
description: One or more resource requested does not exist.
security:
- standardAuth:
- expense_policy_read
post:
tags:
- Expense Policies
summary: Assign Expense Policy to Users
description: Endpoint to assign a specific `ExpensePolicy` to one or more `User` resources. Since a `User` can hold at most one `ExpensePolicy`, any existing assignment is replaced.
operationId: expense-policy-assignees-add
parameters:
- name: expensePolicyId
in: path
required: true
schema:
type: string
description: The `ExpensePolicy` ID.
example: 7bf79328-a7ae-4222-aa54-091ff7f429a7
requestBody:
content:
application/json:
schema:
$ref: '#/components/schemas/ExpensePolicyAssignment'
responses:
'204':
description: No content as result.
'400':
description: Your request has missing arguments or is malformed.
'404':
description: One or more resource requested does not exist.
security:
- standardAuth:
- expense_policy_write
delete:
tags:
- Expense Policies
summary: Unassign Expense Policy from Users
description: Endpoint to unassign a specific `ExpensePolicy` from one or more `User` resources.
operationId: expense-policy-assignees-remove
parameters:
- name: expensePolicyId
in: path
required: true
schema:
type: string
description: The `ExpensePolicy` ID.
example: 7bf79328-a7ae-4222-aa54-091ff7f429a7
requestBody:
content:
application/json:
schema:
$ref: '#/components/schemas/ExpensePolicyUnassignment'
responses:
'204':
description: No content as result.
'400':
description: Your request has missing arguments or is malformed.
'404':
description: One or more resource requested does not exist.
security:
- standardAuth:
- expense_policy_write
/business/v2/expense-policies/{expensePolicyId}:
get:
tags:
- Expense Policies
summary: Get Expense Policy
description: Endpoint to get a specific `ExpensePolicy` by ID.
operationId: expense-policy-get
parameters:
- name: expensePolicyId
in: path
required: true
schema:
type: string
description: The `ExpensePolicy` ID.
example: 7bf79328-a7ae-4222-aa54-091ff7f429a7
responses:
'200':
description: The result is a single `ExpensePolicy`.
content:
application/json:
schema:
$ref: '#/components/schemas/ExpensePolicy'
'404':
description: One or more resource requested does not exist.
security:
- standardAuth:
- expense_policy_read
/business/v2/expense-policies/assignees:
delete:
tags:
- Expense Policies
summary: Unassign any Expense Policy from Users
description: Endpoint to unassign the currently assigned `ExpensePolicy` from one or more `User` resources. No-op silently for a `User` with no `ExpensePolicy` assigned.
operationId: expense-policy-assignees-remove-any
requestBody:
content:
application/json:
schema:
$ref: '#/components/schemas/ExpensePolicyUnassignment'
responses:
'204':
description: No content as result.
'400':
description: Your request has missing arguments or is malformed.
security:
- standardAuth:
- expense_policy_write
/business/v2/expense-policies:
get:
tags:
- Expense Policies
summary: Search Expense Policies
description: Endpoint to search `ExpensePolicy` resources using filtering parameters.
operationId: expense-policy-search
parameters:
- name: text
in: query
description: A simple text to search in the `ExpensePolicy` (`name` or `description`).
schema:
type: string
description: A simple text to search in the `ExpensePolicy` (`name` or `description`).
example: travel
- name: statuses
in: query
description: The list of `ExpensePolicy` statuses to search by.
schema:
type: array
description: The list of `ExpensePolicy` statuses to search by.
example: ACTIVE
items:
$ref: '#/components/schemas/ExpensePolicyStatus'
- name: p
in: query
description: It indicates the specific page to display (the counter starts from zero).
schema:
type: integer
description: It indicates the specific page to display (the counter starts from zero).
format: int32
example: 3
default: 0
example: 3
- name: s
in: query
description: It indicates the number of items per page.
schema:
maximum: 50
type: integer
description: It indicates the number of items per page.
format: int32
example: 25
default: 0
example: 25
- name: d
in: query
description: It indicates how the pages are ordered.
schema:
$ref: '#/components/schemas/Direction'
example: DESC
- name: props
in: query
description: It indicates the sorting direction applied to the above parameters. To apply a sorting on multiple parameters, set as many times the `props` parameter in the request.
schema:
type: array
description: It indicates the sorting direction applied to the above parameters. To apply a sorting on multiple parameters, set as many times the `props` parameter in the request.
example: creationTime
items:
type: string
description: It indicates the sorting direction applied to the above parameters. To apply a sorting on multiple parameters, set as many times the `props` parameter in the request.
example: creationTime
example: creationTime
responses:
'200':
description: The result is an array of `ExpensePolicy` resources.
content:
application/json:
schema:
$ref: '#/components/schemas/ExpensePolicies'
security:
- standardAuth:
- expense_policy_read
components:
schemas:
Direction:
type: string
description: It indicates how the pages are ordered.
example: DESC
enum:
- ASC
- DESC
ExpensePolicyAssignees:
type: object
properties:
total:
type: integer
description: It represents the total number of available items in the list.
format: int32
example: 168
pages:
type: integer
description: It represents the total number of available pages.
format: int32
example: 7
page_size:
type: integer
description: It represents the number of items per page.
format: int32
example: 25
current_page:
type: integer
description: It indicates the current page (the counter starts from zero).
format: int32
example: 0
results_size:
type: integer
description: It indicates the size of the array results.
format: int32
example: 25
results:
type: array
items:
$ref: '#/components/schemas/ExpensePolicyAssignee'
ExpensePolicyAssignee:
type: object
properties:
assignee_id:
type: string
description: The ID one `User` assigned to the `ExpensePolicy`.
example: XMPL1234-000001
ExpensePolicyUnassignment:
required:
- assignee_ids
type: object
properties:
assignee_ids:
type: array
description: List of `User` IDs to remove from their current `ExpensePolicy`.
example:
- XMPL1234-000001
- XMPL1234-000002
- XMPL1234-000003
items:
type: string
description: List of `User` IDs to remove from their current `ExpensePolicy`.
example: '["XMPL1234-000001","XMPL1234-000002","XMPL1234-000003"]'
description: '`ExpensePolicy` unassignment JSON parameters.'
ExpensePolicy:
type: object
properties:
id:
type: string
description: The `ExpensePolicy` ID.
example: 7bf79328-a7ae-4222-aa54-091ff7f429a7
name:
type: string
description: The name of the `ExpensePolicy`.
example: Company Travel Policy
description:
type: string
description: A custom description of the `ExpensePolicy`.
example: A policy for company travel expenses
policy_url:
type: string
description: A URL pointing to the `ExpensePolicy` document.
example: https://www.policy.pdf
status:
$ref: '#/components/schemas/ExpensePolicyStatus'
creation_time:
type: string
description: The date and time when the `ExpensePolicy` was created.
example: '2017-06-01T12:48:40Z'
last_update:
type: string
description: The date and time when the `ExpensePolicy` was last updated.
example: '2017-06-01T12:48:40Z'
ExpensePolicies:
type: object
properties:
total:
type: integer
description: It represents the total number of available items in the list.
format: int32
example: 168
pages:
type: integer
description: It represents the total number of available pages.
format: int32
example: 7
page_size:
type: integer
description: It represents the number of items per page.
format: int32
example: 25
current_page:
type: integer
description: It indicates the current page (the counter starts from zero).
format: int32
example: 0
results_size:
type: integer
description: It indicates the size of the array results.
format: int32
example: 25
results:
type: array
items:
$ref: '#/components/schemas/ExpensePolicy'
ExpensePolicyStatus:
type: string
description: The list of `ExpensePolicy` statuses to search by.
example: ACTIVE
enum:
- ACTIVE
- DELETED
ExpensePolicyAssignment:
required:
- assignee_ids
type: object
properties:
assignee_ids:
type: array
description: List of `User` IDs to assign to the `ExpensePolicy`.
example:
- XMPL1234-000001
- XMPL1234-000002
- XMPL1234-000003
items:
type: string
description: List of `User` IDs to assign to the `ExpensePolicy`.
example: '["XMPL1234-000001","XMPL1234-000002","XMPL1234-000003"]'
description: Add `ExpensePolicy` assignees JSON parameters.
securitySchemes:
standardAuth:
type: oauth2
description: This API uses OAuth 2 with the "Client Credentials" grant flow.
flows:
clientCredentials:
tokenUrl: https://api.soldo.com/oauth/authorize
scopes:
address_read: Can read address details.
address_write: Can update address details.
card_read: Can read card details.
card_write: Can change card details.
company_read: Can read company details.
company_write: Can change company details.
contact_read: Can read contact details.
contact_write: Can change contact details.
employee_read: Can read employee details.
employee_write: Can change employee details.
expense_category_read: Can read expense category details.
expense_category_write: Can change expense category details.
expense_report_read: Can read expense report details.
expense_report_write: Can change expense report details.
expense_review_read: Can read expense review status.
expense_review_write: Can change expense review status.
group_read: Can read group details.
group_write: Can change groups details.
online_ads_read: Can read online ads details.
online_ads_write: Can change online ads details.
payment_read: Can read payment details.
payment_write: Can change payment details.
purchase_read: Can read purchase details.
purchase_write: Can change purchase details.
refueling_read: Can read refueling details.
refueling_write: Can change refueling details.
resource_set_read: Can read resource set details.
resource_set_write: Can change resource set details.
role_read: Can read role details.
statement_read: Can read statement details.
subscription_read: Can read subscription details.
subscription_write: Can change subscription details.
tag_read: Can read tags.
tag_write: can change tags.
tax_rate_read: Can read vat rate details.
tax_rate_write: Can change vat rate details.
transaction_read: Can read transaction details.
transaction_write: Can change transaction details.
vehicle_read: Can read vehicle details.
vehicle_write: Can change vehicle details.
wallet_read: Can read wallet details.
wallet_write: Can change wallet details.
webhook_subscription_read: Can read webhook subscription details.
webhook_subscription_write: Can change webhook subscription details.
x-webhooks:
move_resources_card:
post:
tags:
- Webhooks
- Groups
summary: Group - Move Resources Card
description: A `Card` has been moved to another `Group`.
operationId: webhook-group-move-resources-card
parameters:
- name: X-Soldo-Fingerprint
in: header
required: true
schema:
type: string
default: '{{fingerprint}}'
description: '[Webhook authentication](ref:webhook-authentication): `SHA512SUM` of the fingerprint values listed in the fingerprint order for this webhook.'
example: '{{fingerprint}}'
- name: X-Soldo-Fingerprint-Order
in: header
required: true
schema:
type: string
default: id, name, type, customReferenceId
description: '[Webhook authentication](ref:webhook-authentication): The order of the values used to calculate the fingerprint.'
example: id, name, type, customReferenceId
- name: X-Soldo-Fingerprint-Signature
in: header
required: true
schema:
type: string
default: '{{fingerprint_signature}}'
description: '[Webhook authentication](ref:webhook-authentication): Signature of the `X-Soldo-Fingerprint`. It must be verified using the [Soldo public key](ref:soldo-public-key).'
example: '{{fingerprint_signature}}'
requestBody:
content:
application/json:
schema:
$ref: '#/components/schemas/MoveResourcesCardEvent'
responses:
'200':
description: Success.
x-soldo:
fingerprint-order: id, name, type, customReferenceId
move_resources_wallet:
post:
tags:
- Webhooks
- Groups
summary: Group - Move Resources Wallet
description: A `Wallet` is moved to another `Group`.
operationId: webhook-group-move-resources-wallet
parameters:
- name: X-Soldo-Fingerprint
in: header
required: true
schema:
type: string
default: '{{fingerprint}}'
description: '[Webhook authentication](ref:webhook-authentication): `SHA512SUM` of the fingerprint values listed in the fingerprint order for this webhook.'
example: '{{fingerprint}}'
- name: X-Soldo-Fingerprint-Order
in: header
required: true
schema:
type: string
default: id, name, type, customReferenceId
description: '[Webhook authentication](ref:webhook-authentication): The order of the values used to calculate the fingerprint.'
example: id, name, type, customReferenceId
- name: X-Soldo-Fingerprint-Signature
in: header
required: true
schema:
type: string
default: '{{fingerprint_signature}}'
description: '[Webhook authentication](ref:webhook-authentication): Signature of the `X-Soldo-Fingerprint`. It must be verified using the [Soldo public key](ref:soldo-public-key).'
example: '{{fingerprint_signature}}'
requestBody:
content:
application/json:
schema:
$ref: '#/components/schemas/MoveResourcesWalletEvent'
responses:
'200':
description: Success.
x-soldo:
fingerprint-order: id, name, type, customReferenceId
customer_care_withdraw:
post:
tags:
- Webhooks
- Transactions
summary: Transaction - Customer Care Withdraw
description: A `Withdrawal` has been performed by customer care support
operationId: webhook-transaction-customer-care-withdraw
parameters:
- name: X-Soldo-Fingerprint
in: header
required: true
schema:
type: string
default: '{{fingerprint}}'
description: '[Webhook authentication](ref:webhook-authentication): `SHA512SUM` of the fingerprint values listed in the fingerprint order for this webhook.'
example: '{{fingerprint}}'
- name: X-Soldo-Fingerprint-Order
in: header
required: true
schema:
type: string
default: id, walletId, status, transactionSign
description: '[Webhook authentication](ref:webhook-authentication): The order of the values used to calculate the fingerprint.'
example: id, walletId, status, transactionSign
- name: X-Soldo-Fingerprint-Signature
in: header
required: true
schema:
type: string
default: '{{fingerprint_signature}}'
description: '[Webhook authentication](ref:webhook-authentication): Signature of the `X-Soldo-Fingerprint`. It must be verified using the [Soldo public key](ref:soldo-public-key).'
example: '{{fingerprint_signature}}'
requestBody:
content:
application/json:
schema:
$ref: '#/components/schemas/CustomerCareWithdrawEvent'
responses:
'200':
description: Success.
x-soldo:
fingerprint-order: id, walletId, status, transactionSign
transaction_business_trip_unlinked:
post:
tags:
- Webhooks
- Transactions
summary: Transaction - Transaction Business Trip Unlinked
description: A `Transaction` has been unlinked from a `BusinessTrip`.
operationId: webhook-transaction-transaction-business-trip-unlinked
parameters:
- name: X-Soldo-Fingerprint
in: header
required: true
schema:
type: string
default: '{{fingerprint}}'
description: '[Webhook authentication](ref:webhook-authentication): `SHA512SUM` of the fingerprint values listed in the fingerprint order for this webhook.'
example: '{{fingerprint}}'
- name: X-Soldo-Fingerprint-Order
in: header
required: true
schema:
type: string
default: id, walletId, status, transactionSign
description: '[Webhook authentication](ref:webhook-authentication): The order of the values used to calculate the fingerprint.'
example: id, walletId, status, transactionSign
- name: X-Soldo-Fingerprint-Signature
in: header
required: true
schema:
type: string
default: '{{fingerprint_signature}}'
description: '[Webhook authentication](ref:webhook-authentication): Signature of the `X-Soldo-Fingerprint`. It must be verified using the [Soldo public key](ref:soldo-public-key).'
example: '{{fingerprint_signature}}'
requestBody:
content:
application/json:
schema:
$ref: '#/components/schemas/TransactionBusinessTripUnlinkedEvent'
responses:
'200':
description: Success.
x-soldo:
fingerprint-order: id, walletId, status, transactionSign
remove_resources_card:
post:
tags:
- Webhooks
- Groups
summary: Group - Remove Resources Card
description: A `Card` has been removed from a `Group`.
operationId: webhook-group-remove-resources-card
parameters:
- name: X-Soldo-Fingerprint
in: header
required: true
schema:
type: string
default: '{{fingerprint}}'
description: '[Webhook authentication](ref:webhook-authentication): `SHA512SUM` of the fingerprint values listed in the fingerprint order for this webhook.'
example: '{{fingerprint}}'
- name: X-Soldo-Fingerprint-Order
in: header
required: true
schema:
type: string
default: id, name, type, customReferenceId
description: '[Webhook authentication](ref:webhook-authentication): The order of the values used to calculate the fingerprint.'
example: id, name, type, customReferenceId
- name: X-Soldo-Fingerprint-Signature
in: header
required: true
schema:
type: string
default: '{{fingerprint_signature}}'
description: '[Webhook authentication](ref:webhook-authentication): Signature of the `X-Soldo-Fingerprint`. It must be verified using the [Soldo public key](ref:soldo-public-key).'
example: '{{fingerprint_signature}}'
requestBody:
content:
application/json:
schema:
$ref: '#/components/schemas/RemoveResourcesCardEvent'
responses:
'200':
description: Success.
x-soldo:
fingerprint-order: id, name, type, customReferenceId
load_failed:
post:
tags:
- Webhooks
- Transactions
summary: Transaction - Load Failed
description: A money load for company `Wallet` failed.
operationId: webhook-transaction-load-failed
parameters:
- name: X-Soldo-Fingerprint
in: header
required: true
schema:
type: string
default: '{{fingerprint}}'
description: '[Webhook authentication](ref:webhook-authentication): `SHA512SUM` of the fingerprint values listed in the fingerprint order for this webhook.'
example: '{{fingerprint}}'
- name: X-Soldo-Fingerprint-Order
in: header
required: true
schema:
type: string
default: id, walletId, status, transactionSign
description: '[Webhook authentication](ref:webhook-authentication): The order of the values used to calculate the fingerprint.'
example: id, walletId, status, transactionSign
- name: X-Soldo-Fingerprint-Signature
in: header
required: true
schema:
type: string
default: '{{fingerprint_signature}}'
description: '[Webhook authentication](ref:webhook-authentication): Signature of the `X-Soldo-Fingerprint`. It must be verified using the [Soldo public key](ref:soldo-public-key).'
example: '{{fingerprint_signature}}'
requestBody:
content:
application/json:
schema:
$ref: '#/components/schemas/LoadFailedEvent'
responses:
'200':
description: Success.
x-soldo:
fingerprint-order: id, walletId, status, transactionSign
created_expense_configuration:
post:
tags:
- Webhooks
- Expense Review Configuration
summary: Expense Review - Configuration Created
description: An `ExpenseReview` configuration has been created`.
operationId: webhook-expensereview-created-expense-configuration
parameters:
- name: X-Soldo-Fingerprint
in: header
required: true
schema:
type: string
default: '{{fingerprint}}'
description: '[Webhook authentication](ref:webhook-authentication): `SHA512SUM` of the fingerprint values listed in the fingerprint order for this webhook.'
example: '{{fingerprint}}'
- name: X-Soldo-Fingerprint-Order
in: header
required: true
schema:
type: string
default: startDate, policyUrl, enabled, transactionId
description: '[Webhook authentication](ref:webhook-authentication): The order of the values used to calculate the fingerprint.'
example: startDate, policyUrl, enabled, transactionId
- name: X-Soldo-Fingerprint-Signature
in: header
required: true
schema:
type: string
default: '{{fingerprint_signature}}'
description: '[Webhook authentication](ref:webhook-authentication): Signature of the `X-Soldo-Fingerprint`. It must be verified using the [Soldo public key](ref:soldo-public-key).'
example: '{{fingerprint_signature}}'
requestBody:
content:
application/json:
schema:
$ref: '#/components/schemas/CreatedExpenseConfigurationEvent'
responses:
'200':
description: Success.
x-soldo:
fingerprint-order: startDate, policyUrl, enabled, transactionId
change_expense_type:
post:
tags:
- Webhooks
- Expense Reviews
summary: Expense Review - Change Expense Type
description: A `Transaction` expense type has been changed.
operationId: webhook-expensereview-change-expense-type
parameters:
- name: X-Soldo-Fingerprint
in: header
required: true
schema:
type: string
default: '{{fingerprint}}'
description: '[Webhook authentication](ref:webhook-authentication): `SHA512SUM` of the fingerprint values listed in the fingerprint order for this webhook.'
example: '{{fingerprint}}'
- name: X-Soldo-Fingerprint-Order
in: header
required: true
schema:
type: string
default: startDate, policyUrl, enabled, transactionId
description: '[Webhook authentication](ref:webhook-authentication): The order of the values used to calculate the fingerprint.'
example: startDate, policyUrl, enabled, transactionId
- name: X-Soldo-Fingerprint-Signature
in: header
required: true
schema:
type: string
default: '{{fingerprint_signature}}'
description: '[Webhook authentication](ref:webhook-authentication): Signature of the `X-Soldo-Fingerprint`. It must be verified using the [Soldo public key](ref:soldo-public-key).'
example: '{{fingerprint_signature}}'
requestBody:
content:
application/json:
schema:
$ref: '#/components/schemas/ChangeExpenseTypeEvent'
responses:
'200':
description: Success.
x-soldo:
fingerprint-order: startDate, policyUrl, enabled, transactionId
move_resources_member:
post:
tags:
- Webhooks
- Groups
summary: Group - Move Resources Member
description: An `User` is moved to another `Group`.
operationId: webhook-group-move-resources-member
parameters:
- name: X-Soldo-Fingerprint
in: header
required: true
schema:
type: string
default: '{{fingerprint}}'
description: '[Webhook authentication](ref:webhook-authentication): `SHA512SUM` of the fingerprint values listed in the fingerprint order for this webhook.'
example: '{{fingerprint}}'
- name: X-Soldo-Fingerprint-Order
in: header
required: true
schema:
type: string
default: id, name, type, customReferenceId
description: '[Webhook authentication](ref:webhook-authentication): The order of the values used to calculate the fingerprint.'
example: id, name, type, customReferenceId
- name: X-Soldo-Fingerprint-Signature
in: header
required: true
schema:
type: string
default: '{{fingerprint_signature}}'
description: '[Webhook authentication](ref:webhook-authentication): Signature of the `X-Soldo-Fingerprint`. It must be verified using the [Soldo public key](ref:soldo-public-key).'
example: '{{fingerprint_signature}}'
requestBody:
content:
application/json:
schema:
$ref: '#/components/schemas/MoveResourcesMemberEvent'
responses:
'200':
description: Success.
x-soldo:
fingerprint-order: id, name, type, customReferenceId
purchase_redeem_card:
post:
tags:
- Webhooks
- Pre-approved Spend
summary: Pre-Approved Spend - Purchase Redeem Card
description: A `Card` of purchase has been redeemed.
operationId: webhook-preapprovedspend-purchase-redeem-card
parameters:
- name: X-S
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# Full source: https://raw.githubusercontent.com/api-evangelist/soldo-software-and-services/refs/heads/main/openapi/soldo-software-and-services-expense-policies-api-openapi.yml