@happyvertical/smrt-planner 0.57.3 → 0.57.5
This diff represents the content of publicly available package versions that have been released to one of the supported registries. The information contained in this diff is provided for informational purposes only and reflects changes between package versions as they appear in their respective public registries.
- package/agents/assistant.md +8 -1
- package/agents/cookbook.md +8 -2
- package/app/404.html +21 -21
- package/app/_app/immutable/assets/2.CdEXvRg0.css +1 -0
- package/app/_app/immutable/assets/{feedback.DePeap37.css → feedback.qFktqYFY.css} +1 -1
- package/app/_app/immutable/chunks/{DveAWx7t.js → 5ukUzDcw.js} +1 -1
- package/app/_app/immutable/chunks/{DR_9YSDq.js → BDbFl7UA.js} +1 -1
- package/app/_app/immutable/chunks/{rkUL-DlL.js → BG9Gz_25.js} +25 -25
- package/app/_app/immutable/chunks/{BfPYbnRI.js → Bal1oPZu.js} +1 -1
- package/app/_app/immutable/chunks/BhU_yBI_.js +1 -0
- package/app/_app/immutable/chunks/{CZwkvsZI.js → BiEOJeYb.js} +1 -1
- package/app/_app/immutable/chunks/{DsY7g8iJ.js → Bsn3IIve.js} +3 -3
- package/app/_app/immutable/chunks/{PJY04JNF.js → BybfWt-B.js} +1 -1
- package/app/_app/immutable/chunks/{CF503c7E.js → C1VofLtR.js} +1 -1
- package/app/_app/immutable/chunks/{2l76O8yg.js → C3sRGrYK.js} +1 -1
- package/app/_app/immutable/chunks/{Bz0ybtg3.js → CTlMHIE6.js} +1 -1
- package/app/_app/immutable/chunks/C_3CJO_1.js +1 -0
- package/app/_app/immutable/chunks/Cga8zF3r.js +1 -0
- package/app/_app/immutable/chunks/Cr4byQts.js +24 -0
- package/app/_app/immutable/chunks/{U6_OBRq_.js → CtjBwCj8.js} +1 -1
- package/app/_app/immutable/chunks/CyUSxz1P.js +4 -0
- package/app/_app/immutable/chunks/{BAeyjCL_.js → DTWraE40.js} +1 -1
- package/app/_app/immutable/chunks/{Cfd9dmBM.js → DjJovMrk.js} +1 -1
- package/app/_app/immutable/chunks/{BJKoxDbG.js → DuZeZzOA.js} +1 -1
- package/app/_app/immutable/chunks/{C-DLpfU4.js → J9kOiFLO.js} +1 -1
- package/app/_app/immutable/chunks/NppCG--v.js +1 -0
- package/app/_app/immutable/chunks/{EZsakmZX.js → O8DAZ_le.js} +1 -1
- package/app/_app/immutable/chunks/{Dq8aYheE.js → YGONf0jr.js} +1 -1
- package/app/_app/immutable/chunks/d_dqmeIr.js +1 -0
- package/app/_app/immutable/chunks/{Bb0f-PWY.js → gCpxN2IC.js} +1 -1
- package/app/_app/immutable/chunks/nphy1MQF.js +1 -0
- package/app/_app/immutable/entry/{app.BOdcGXnx.js → app.B4gMiHwR.js} +2 -2
- package/app/_app/immutable/entry/start.BXkBl20Z.js +1 -0
- package/app/_app/immutable/nodes/0.2MYMg80l.js +9 -0
- package/app/_app/immutable/nodes/{1.CULLAAlp.js → 1.DKP901Gn.js} +1 -1
- package/app/_app/immutable/nodes/{10.D3aS_KZl.js → 10.DNN0cVai.js} +1 -1
- package/app/_app/immutable/nodes/{11.C92xaiTE.js → 11.DgbmegX3.js} +1 -1
- package/app/_app/immutable/nodes/{12.D1Lzt56L.js → 12.D5MtnJoE.js} +1 -1
- package/app/_app/immutable/nodes/{13.Bx4rov-F.js → 13._rY66Xa_.js} +1 -1
- package/app/_app/immutable/nodes/{14.CEBy0En2.js → 14.B6TD25VU.js} +1 -1
- package/app/_app/immutable/nodes/2.x9WyxQ1S.js +24 -0
- package/app/_app/immutable/nodes/{3.C8f09BsJ.js → 3.V5uGCpGb.js} +1 -1
- package/app/_app/immutable/nodes/{4.Z1MwZ_rU.js → 4.CCwzLrgu.js} +1 -1
- package/app/_app/immutable/nodes/{5.BnknP-NB.js → 5.CgHzwpns.js} +1 -1
- package/app/_app/immutable/nodes/{6.B0InO4bR.js → 6.CvQHLh_u.js} +1 -1
- package/app/_app/immutable/nodes/{7.CLnj1BGB.js → 7.7EIrly34.js} +1 -1
- package/app/_app/immutable/nodes/{8.BmZYIUmz.js → 8.DyyRBuTw.js} +1 -1
- package/app/_app/immutable/nodes/{9.BKWSHjz-.js → 9.DcURs0gN.js} +1 -1
- package/app/_app/version.json +1 -1
- package/app/advanced-styles/index.html +24 -24
- package/app/ai/index.html +28 -33
- package/app/blueprint/index.html +22 -22
- package/app/cookbook/index.html +22 -22
- package/app/index.html +38 -38
- package/app/m/ads/AdDeliveryTier/index.html +25 -25
- package/app/m/ads/AdEvent/index.html +25 -25
- package/app/m/ads/AdFormat/index.html +25 -25
- package/app/m/ads/AdGroup/index.html +25 -25
- package/app/m/ads/AdVariation/index.html +25 -25
- package/app/m/analytics/AnalyticsDataStream/index.html +25 -25
- package/app/m/analytics/AnalyticsEvent/index.html +25 -25
- package/app/m/analytics/AnalyticsProperty/index.html +25 -25
- package/app/m/analytics/AnalyticsReport/index.html +25 -25
- package/app/m/approvals/ApprovalEvent/index.html +25 -25
- package/app/m/approvals/ApprovalPolicy/index.html +25 -25
- package/app/m/approvals/ApprovalRequest/index.html +25 -25
- package/app/m/assets/Asset/attachments/index.html +26 -26
- package/app/m/assets/Asset/index.html +25 -25
- package/app/m/assets/AssetAssociation/index.html +25 -25
- package/app/m/assets/AssetMetafield/index.html +25 -25
- package/app/m/assets/AssetStatus/index.html +25 -25
- package/app/m/assets/AssetType/index.html +25 -25
- package/app/m/assets/Folder/index.html +25 -25
- package/app/m/chat/AgentSession/index.html +25 -25
- package/app/m/chat/ChatMessage/index.html +25 -25
- package/app/m/chat/ChatParticipant/index.html +25 -25
- package/app/m/chat/ChatReaction/index.html +25 -25
- package/app/m/chat/ChatRoom/index.html +25 -25
- package/app/m/chat/ChatThread/index.html +25 -25
- package/app/m/chat/VoiceGatewayTurn/index.html +25 -25
- package/app/m/chat/VoiceSession/index.html +25 -25
- package/app/m/commerce/Agreement/index.html +25 -25
- package/app/m/commerce/Cart/index.html +25 -25
- package/app/m/commerce/Contract/index.html +25 -25
- package/app/m/commerce/ContractLineItem/index.html +26 -26
- package/app/m/commerce/Customer/index.html +25 -25
- package/app/m/commerce/DocumentTax/index.html +25 -25
- package/app/m/commerce/Estimate/index.html +25 -25
- package/app/m/commerce/Fulfillment/index.html +25 -25
- package/app/m/commerce/FulfillmentLineItem/index.html +25 -25
- package/app/m/commerce/HistoricalCustomerFunds/index.html +89 -0
- package/app/m/commerce/HistoricalCustomerFundsAllocation/index.html +89 -0
- package/app/m/commerce/HistoricalSalesLine/index.html +89 -0
- package/app/m/commerce/Invoice/index.html +25 -25
- package/app/m/commerce/InvoiceLineItem/index.html +25 -25
- package/app/m/commerce/Lease/index.html +25 -25
- package/app/m/commerce/LicenseSale/index.html +25 -25
- package/app/m/commerce/Order/index.html +25 -25
- package/app/m/commerce/Payment/index.html +25 -25
- package/app/m/commerce/PaymentAllocation/index.html +25 -25
- package/app/m/commerce/PaymentInstrument/index.html +25 -25
- package/app/m/commerce/PaymentIntent/index.html +25 -25
- package/app/m/commerce/Payout/index.html +25 -25
- package/app/m/commerce/ProductionOrder/index.html +25 -25
- package/app/m/commerce/PurchaseContract/index.html +25 -25
- package/app/m/commerce/PurchaseOrder/index.html +25 -25
- package/app/m/commerce/SalesContract/index.html +25 -25
- package/app/m/commerce/SupplierQuote/index.html +25 -25
- package/app/m/commerce/TaxCode/index.html +25 -25
- package/app/m/commerce/TaxComponent/index.html +25 -25
- package/app/m/commerce/TaxSettings/index.html +25 -25
- package/app/m/commerce/TaxSummaryReport/index.html +25 -25
- package/app/m/commerce/Vendor/index.html +25 -25
- package/app/m/commerce/WholesaleOrder/index.html +25 -25
- package/app/m/content/Content/index.html +25 -25
- package/app/m/content/ContentContribution/index.html +25 -25
- package/app/m/content/ContentContributionAttachment/index.html +25 -25
- package/app/m/content/ContentContributionRevision/index.html +25 -25
- package/app/m/content/ContentContributionType/index.html +25 -25
- package/app/m/content/ContentContributor/index.html +25 -25
- package/app/m/content/ContentCorrection/index.html +25 -25
- package/app/m/content/ContentFeedSource/index.html +25 -25
- package/app/m/content/ContentGovernanceAssignment/index.html +25 -25
- package/app/m/content/ContentGovernancePolicy/index.html +25 -25
- package/app/m/content/ContentGovernanceProfile/index.html +25 -25
- package/app/m/content/ContentReference/index.html +25 -25
- package/app/m/content/ContentReview/index.html +25 -25
- package/app/m/content/ContentVersion/index.html +25 -25
- package/app/m/events/Event/index.html +25 -25
- package/app/m/events/EventParticipant/index.html +25 -25
- package/app/m/events/EventSeries/index.html +26 -26
- package/app/m/events/EventType/index.html +25 -25
- package/app/m/expenses/Expense/index.html +25 -25
- package/app/m/facts/Fact/index.html +25 -25
- package/app/m/facts/FactContent/index.html +25 -25
- package/app/m/facts/FactEvidence/index.html +25 -25
- package/app/m/facts/FactSource/index.html +25 -25
- package/app/m/facts/FactSubject/index.html +25 -25
- package/app/m/facts/FactTag/index.html +25 -25
- package/app/m/fields/FieldPolicy/index.html +25 -25
- package/app/m/fields/FieldPolicySuggestion/index.html +25 -25
- package/app/m/fields/FieldUsageCounter/index.html +25 -25
- package/app/m/images/Image/index.html +25 -25
- package/app/m/inventory/InventoryLocation/index.html +25 -25
- package/app/m/inventory/StockLevel/index.html +25 -25
- package/app/m/inventory/StockMovement/index.html +25 -25
- package/app/m/ledgers/Account/index.html +25 -25
- package/app/m/ledgers/Journal/index.html +25 -25
- package/app/m/ledgers/JournalEntry/index.html +25 -25
- package/app/m/ledgers/Ledger/index.html +25 -25
- package/app/m/manufacturing/Assembly/index.html +25 -25
- package/app/m/manufacturing/BillOfMaterials/index.html +25 -25
- package/app/m/manufacturing/BomLine/index.html +25 -25
- package/app/m/manufacturing/Operation/index.html +25 -25
- package/app/m/manufacturing/ProductionRun/index.html +25 -25
- package/app/m/manufacturing/ProductionRunCompletion/index.html +25 -25
- package/app/m/manufacturing/RoutingStep/index.html +25 -25
- package/app/m/marketing/Campaign/index.html +25 -25
- package/app/m/marketing/CampaignChannel/index.html +25 -25
- package/app/m/marketing/CampaignMetricSnapshot/index.html +25 -25
- package/app/m/messages/Account/index.html +25 -25
- package/app/m/messages/Attachment/index.html +25 -25
- package/app/m/messages/Blacklist/index.html +25 -25
- package/app/m/messages/Email/failed-sends/index.html +26 -26
- package/app/m/messages/Email/index.html +25 -25
- package/app/m/messages/Email/mailbox/index.html +26 -26
- package/app/m/messages/EmailAccount/index.html +25 -25
- package/app/m/messages/EmailAttachment/index.html +25 -25
- package/app/m/messages/EmailFolder/index.html +25 -25
- package/app/m/messages/Message/index.html +25 -25
- package/app/m/messages/MessagingEndpoint/index.html +25 -25
- package/app/m/messages/PersonaMessageRoute/index.html +25 -25
- package/app/m/messages/SlackAccount/index.html +25 -25
- package/app/m/messages/SlackMessage/index.html +25 -25
- package/app/m/messages/TelegramAccount/index.html +25 -25
- package/app/m/messages/Tweet/index.html +25 -25
- package/app/m/messages/TwitterAccount/index.html +25 -25
- package/app/m/messages/Whitelist/index.html +25 -25
- package/app/m/messages/ZulipAccount/index.html +25 -25
- package/app/m/places/Place/index.html +25 -25
- package/app/m/places/PlaceType/index.html +25 -25
- package/app/m/products/Category/index.html +25 -25
- package/app/m/products/Material/index.html +25 -25
- package/app/m/products/Product/index.html +25 -25
- package/app/m/products/Product/ingredients/index.html +26 -26
- package/app/m/products/ProductVariant/index.html +25 -25
- package/app/m/products/Sku/index.html +25 -25
- package/app/m/profiles/ApiKey/index.html +25 -25
- package/app/m/profiles/Bot/index.html +25 -25
- package/app/m/profiles/MagicLinkToken/index.html +25 -25
- package/app/m/profiles/NostrIdentity/index.html +25 -25
- package/app/m/profiles/OidcIdentity/index.html +25 -25
- package/app/m/profiles/Organization/index.html +25 -25
- package/app/m/profiles/Person/index.html +25 -25
- package/app/m/profiles/Profile/index.html +25 -25
- package/app/m/profiles/ProfileMetadata/index.html +25 -25
- package/app/m/profiles/ProfileMetafield/index.html +25 -25
- package/app/m/profiles/ProfileRelationship/index.html +25 -25
- package/app/m/profiles/ProfileRelationshipTerm/index.html +25 -25
- package/app/m/profiles/ProfileRelationshipType/index.html +25 -25
- package/app/m/profiles/ProfileType/index.html +25 -25
- package/app/m/projects/Comment/index.html +25 -25
- package/app/m/projects/Issue/index.html +25 -25
- package/app/m/projects/Label/index.html +25 -25
- package/app/m/projects/Project/index.html +25 -25
- package/app/m/projects/ProjectIntegration/index.html +25 -25
- package/app/m/projects/PullRequest/index.html +25 -25
- package/app/m/projects/Repository/index.html +25 -25
- package/app/m/properties/Property/index.html +25 -25
- package/app/m/properties/Zone/index.html +25 -25
- package/app/m/reports/RuntimeReport/index.html +25 -25
- package/app/m/reports/SmrtPrincipalReportRefreshTask/index.html +26 -26
- package/app/m/reports/SmrtReportLock/index.html +26 -26
- package/app/m/reports/SmrtReportRefreshTask/index.html +26 -26
- package/app/m/reports/SmrtReportRun/index.html +26 -26
- package/app/m/reports/SmrtReportSchedule/index.html +26 -26
- package/app/m/reports/SmrtReportWatermark/index.html +26 -26
- package/app/m/sales/Agreement/index.html +25 -25
- package/app/m/sales/AttributionException/index.html +25 -25
- package/app/m/sales/AttributionPolicy/index.html +25 -25
- package/app/m/sales/Commission/index.html +25 -25
- package/app/m/sales/CommissionAdjustment/index.html +25 -25
- package/app/m/sales/CommissionPayout/index.html +25 -25
- package/app/m/sales/CommissionPlan/index.html +25 -25
- package/app/m/sales/Earner/index.html +25 -25
- package/app/m/sales/EarnerSourceAttribution/index.html +25 -25
- package/app/m/sales/EarningEvent/index.html +25 -25
- package/app/m/sales/ExecutedAgreement/index.html +25 -25
- package/app/m/sales/Lead/index.html +25 -25
- package/app/m/sales/Opportunity/index.html +25 -25
- package/app/m/sales/OpportunityConversion/index.html +25 -25
- package/app/m/sales/PipelineDefinition/index.html +25 -25
- package/app/m/sales/PipelineStage/index.html +25 -25
- package/app/m/sales/Referral/index.html +25 -25
- package/app/m/sales/ReferralAgreement/index.html +25 -25
- package/app/m/sales/ReferralLink/index.html +25 -25
- package/app/m/sales/ReferralProgram/index.html +25 -25
- package/app/m/sales/ReferralTermSnapshot/index.html +25 -25
- package/app/m/sales/ReferralTouch/index.html +25 -25
- package/app/m/sales/Referrer/index.html +25 -25
- package/app/m/sales/SalesActivity/index.html +25 -25
- package/app/m/sales/SalesRepresentative/index.html +25 -25
- package/app/m/sites/Site/index.html +25 -25
- package/app/m/sites/SiteAgentBinding/index.html +25 -25
- package/app/m/social/OAuthState/index.html +25 -25
- package/app/m/social/SocialAccount/index.html +25 -25
- package/app/m/social/SocialPost/index.html +25 -25
- package/app/m/social/SocialPostAnalyticsSnapshot/index.html +25 -25
- package/app/m/subscriptions/BillingAdjustment/index.html +25 -25
- package/app/m/subscriptions/ClientCharge/index.html +25 -25
- package/app/m/subscriptions/CreditGrant/index.html +25 -25
- package/app/m/subscriptions/PricingRule/index.html +25 -25
- package/app/m/subscriptions/RetailCharge/index.html +25 -25
- package/app/m/subscriptions/SpendingPolicy/index.html +25 -25
- package/app/m/subscriptions/SubscriptionPlan/index.html +25 -25
- package/app/m/subscriptions/TenantSubscription/index.html +25 -25
- package/app/m/subscriptions/TenantUsageMetric/index.html +25 -25
- package/app/m/support/ServiceTimeEntry/index.html +25 -25
- package/app/m/support/SupportAiRun/index.html +25 -25
- package/app/m/support/SupportAvailability/index.html +25 -25
- package/app/m/support/SupportCase/index.html +25 -25
- package/app/m/support/SupportCaseEvent/index.html +25 -25
- package/app/m/support/SupportChannelBinding/index.html +25 -25
- package/app/m/support/SupportCharge/index.html +25 -25
- package/app/m/support/SupportCompensation/index.html +25 -25
- package/app/m/support/SupportCompensationPlan/index.html +25 -25
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- package/app/m/support/SupportInteraction/index.html +25 -25
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- package/app/m/users/RolePermission/index.html +25 -25
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- package/app/m/voice/VoiceProfile/index.html +25 -25
- package/app/m/voice/VoiceSample/index.html +25 -25
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- package/app/packages/analytics/index.html +24 -24
- package/app/packages/approvals/index.html +24 -24
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- package/app/packages/chat/index.html +24 -24
- package/app/packages/comments/index.html +24 -24
- package/app/packages/commerce/index.html +25 -25
- package/app/packages/content/index.html +24 -24
- package/app/packages/events/index.html +24 -24
- package/app/packages/expenses/index.html +25 -25
- package/app/packages/facts/index.html +24 -24
- package/app/packages/fields/index.html +24 -24
- package/app/packages/human-resources/index.html +24 -24
- package/app/packages/images/index.html +24 -24
- package/app/packages/index.html +24 -24
- package/app/packages/ingestion/index.html +24 -24
- package/app/packages/inventory/index.html +24 -24
- package/app/packages/ledgers/index.html +24 -24
- package/app/packages/manufacturing/index.html +24 -24
- package/app/packages/marketing/index.html +24 -24
- package/app/packages/messages/index.html +24 -24
- package/app/packages/places/index.html +24 -24
- package/app/packages/preferences/index.html +24 -24
- package/app/packages/products/index.html +24 -24
- package/app/packages/profiles/index.html +24 -24
- package/app/packages/projects/index.html +24 -24
- package/app/packages/properties/index.html +24 -24
- package/app/packages/reports/index.html +24 -24
- package/app/packages/sales/index.html +24 -24
- package/app/packages/sites/index.html +24 -24
- package/app/packages/social/index.html +24 -24
- package/app/packages/subscriptions/index.html +24 -24
- package/app/packages/support/index.html +24 -24
- package/app/packages/tags/index.html +24 -24
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svelte-1nuwlgo"><p class="meta svelte-1nuwlgo"><a href="../../../">Planner</a> / <a href="../../../recipes/expenses.tracking/">Expenses</a> / Help</p> <div class="icons svelte-1fbsd8p"><a href="../../../recipes/expenses.tracking/help/" title="Expenses help" aria-label="Expenses help" aria-current="page" class="svelte-1fbsd8p"><svg xmlns="http://www.w3.org/2000/svg" width="22px" height="22px" viewBox="0 0 24 24" fill="currentColor" aria-hidden="true" data-smrt-component="Icon" class="svelte-em2a54"><path d="M11 18h2v-2h-2v2zm1-16C6.48 2 2 6.48 2 12s4.48 10 10 10 10-4.48 10-10S17.52 2 12 2zm0 18c-4.41 0-8-3.59-8-8s3.59-8 8-8 8 3.59 8 8-3.59 8-8 8zm0-14c-2.21 0-4 1.79-4 4h2c0-1.1.9-2 2-2s2 .9 2 2c0 2-3 1.75-3 5h2c0-2.25 3-2.5 3-5 0-2.21-1.79-4-4-4z"></path></svg><!----></a> <a href="../../../recipes/expenses.tracking/" title="Expenses options" aria-label="Expenses options" class="svelte-1fbsd8p"><svg xmlns="http://www.w3.org/2000/svg" width="22px" height="22px" viewBox="0 0 24 24" fill="currentColor" aria-hidden="true" data-smrt-component="Icon" class="svelte-em2a54"><path d="M19.14 12.94c.04-.3.06-.61.06-.94 0-.32-.02-.64-.07-.94l2.03-1.58a.49.49 0 0 0 .12-.61l-1.92-3.32a.488.488 0 0 0-.59-.22l-2.39.96c-.5-.38-1.03-.7-1.62-.94l-.36-2.54a.484.484 0 0 0-.48-.41h-3.84c-.24 0-.43.17-.47.41l-.36 2.54c-.59.24-1.13.57-1.62.94l-2.39-.96c-.22-.08-.47 0-.59.22L2.74 8.87c-.12.21-.08.47.12.61l2.03 1.58c-.05.3-.09.63-.09.94s.02.64.07.94l-2.03 1.58a.49.49 0 0 0-.12.61l1.92 3.32c.12.22.37.29.59.22l2.39-.96c.5.38 1.03.7 1.62.94l.36 2.54c.05.24.24.41.48.41h3.84c.24 0 .44-.17.47-.41l.36-2.54c.59-.24 1.13-.56 1.62-.94l2.39.96c.22.08.47 0 .59-.22l1.92-3.32c.12-.22.07-.47-.12-.61l-2.01-1.58zM12 15.6c-1.98 0-3.6-1.62-3.6-3.6s1.62-3.6 3.6-3.6 3.6 1.62 3.6 3.6-1.62 3.6-3.6 3.6z"></path></svg><!----></a></div><!----></div> <h1 class="svelte-1nuwlgo">Expenses help</h1></header> <!--[--><section aria-label="Expenses" class="svelte-1o06wj"><!--[-1--><!--]--> <!--[0--><article class="help svelte-cw30hy"><!--[--><!--[0--><!----><h2 class="svelte-cw30hy"><!--[--><!--[3-->Overview<!--]--><!--]--><!----></h2><!----><!--]--><!--[1--><p class="svelte-cw30hy"><!--[--><!--[3-->Expenses are the costs the business pays: a receipt, who paid it and what it was for. Each expense is reviewed once, and a reimbursable one is marked when the person is paid back.<!--]--><!--]--><!----></p><!--]--><!--[0--><!----><h2 class="svelte-cw30hy"><!--[--><!--[3-->Tasks<!--]--><!--]--><!----></h2><!----><!--]--><!--[0--><!----><h3 class="svelte-cw30hy"><!--[--><!--[3-->Record an expense<!--]--><!--]--><!----></h3><!----><!--]--><!--[2--><ol class="svelte-cw30hy"><!--[--><li><!--[--><!--[3-->Create a new expense and write a short <!--]--><!--[0--><strong><!--[--><!--[3-->Description<!--]--><!--]--><!----></strong><!--]--><!--[3-->.<!--]--><!--]--><!----></li><li><!--[--><!--[3-->Enter the <!--]--><!--[0--><strong><!--[--><!--[3-->Amount<!--]--><!--]--><!----></strong><!--]--><!--[3--> and its <!--]--><!--[0--><strong><!--[--><!--[3-->Currency<!--]--><!--]--><!----></strong><!--]--><!--[3-->.<!--]--><!--]--><!----></li><li><!--[--><!--[3-->Set the <!--]--><!--[0--><strong><!--[--><!--[3-->Date<!--]--><!--]--><!----></strong><!--]--><!--[3--> date from the receipt and pick a <!--]--><!--[0--><strong><!--[--><!--[3-->Category<!--]--><!--]--><!----></strong><!--]--><!--[3-->.<!--]--><!--]--><!----></li><li><!--[--><!--[3-->Choose who <!--]--><!--[0--><strong><!--[--><!--[3-->Paid by<!--]--><!--]--><!----></strong><!--]--><!--[3-->: the company, a person or a third party.<!--]--><!--]--><!----></li><li><!--[--><!--[3-->When a person paid, pick the <!--]--><!--[0--><strong><!--[--><!--[3-->Person who paid<!--]--><!--]--><!----></strong><!--]--><!--[3--> and tick <!--]--><!--[0--><strong><!--[--><!--[3-->Reimbursable<!--]--><!--]--><!----></strong><!--]--><!--[3--> when they are owed the money back.<!--]--><!--]--><!----></li><!--]--></ol><!--]--><!--[0--><!----><h3 class="svelte-cw30hy"><!--[--><!--[3-->Review it<!--]--><!--]--><!----></h3><!----><!--]--><!--[2--><ol class="svelte-cw30hy"><!--[--><li><!--[--><!--[3-->Open the expense and check the receipt attached to it.<!--]--><!--]--><!----></li><li><!--[--><!--[0--><strong><!--[--><!--[3-->Review status<!--]--><!--]--><!----></strong><!--]--><!--[3--> moves from unreviewed to reviewed, or to rejected, when someone reviews it. A rejected expense can be reopened.<!--]--><!--]--><!----></li><!--]--></ol><!--]--><!--]--> <!--[0--><section aria-label="Fields" class="svelte-cw30hy"><!----><h2 class="svelte-cw30hy">Fields<!----></h2><!----> <!--[--><section id="expenses.tracking-fields-Expense" aria-label="Expense fields" class="svelte-cw30hy"><!--[-1--><!--]--> <dl class="svelte-cw30hy"><!--[--><dt class="svelte-cw30hy">Date</dt> <dd class="svelte-cw30hy">The date on the receipt, as YYYY-MM-DD.</dd><dt class="svelte-cw30hy">Category</dt> <dd class="svelte-cw30hy">One word, such as material, travel, freight or other.</dd><dt class="svelte-cw30hy">Person who paid</dt> <dd class="svelte-cw30hy">Who paid out of their own pocket, when a person paid.</dd><dt class="svelte-cw30hy">Charged to</dt> <dd class="svelte-cw30hy">The job, project or client the cost belongs to.</dd><!--]--></dl></section><!--]--></section><!--]--></article><!--]--></section><!--]--> <section class="panel svelte-kxkftj" aria-label="Connect other tools"><details class="disclosure svelte-ma3p8w" data-smrt-component="Disclosure"><summary aria-disabled="false" class="svelte-ma3p8w"><span>Connect other tools</span><span class="chevron svelte-ma3p8w" aria-hidden="true">⌄</span></summary> <div class="content svelte-ma3p8w"><!--[0--><p class="lede svelte-kxkftj">For connecting other software or an AI assistant to this app. All of it is
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generated by s-m-r-t from the model; none of it was written by hand.</p> <!--[--><article class="svelte-kxkftj"><h3 class="svelte-kxkftj">Expense</h3> <div class="grid svelte-kxkftj"><div><h4 class="svelte-kxkftj">REST routes <span class="svelte-kxkftj">4</span></h4> <ul class="svelte-kxkftj"><!--[--><li><code class="svelte-kxkftj"><b>POST</b> /api/expenses/record</code></li><li><code class="svelte-kxkftj"><b>POST</b> /api/expenses/attachReceipt</code></li><li><code class="svelte-kxkftj"><b>POST</b> /api/expenses/recordReview</code></li><li><code class="svelte-kxkftj"><b>POST</b> /api/expenses/recordReimbursement</code></li><!--]--></ul></div> <div><h4 class="svelte-kxkftj">MCP tools <span class="svelte-kxkftj">0</span></h4> <ul class="svelte-kxkftj"><!--[!--><li class="none svelte-kxkftj">None</li><!--]--></ul></div> <div><h4 class="svelte-kxkftj">CLI commands <span class="svelte-kxkftj">0</span></h4> <ul class="svelte-kxkftj"><!--[!--><li class="none svelte-kxkftj">None</li><!--]--></ul></div> <div><h4 class="svelte-kxkftj">Methods <span class="svelte-kxkftj">0</span> AI-callable</h4> <ul class="svelte-kxkftj"><!--[--><li><code class="svelte-kxkftj">attachReceipt(options: AttachExpenseReceiptActionInput)</code> <!--[-1--><!--]--></li><li><code class="svelte-kxkftj">commitmentPosition(commitmentId: string, options?: object)</code> <!--[-1--><!--]--></li><li><code class="svelte-kxkftj">forCostObject(costObjectType: string, costObjectId: string)</code> <!--[-1--><!--]--></li><li><code class="svelte-kxkftj">getCostBasis()</code> <!--[-1--><!--]--></li><li><code class="svelte-kxkftj">getCostObject()</code> <!--[-1--><!--]--></li><li><code class="svelte-kxkftj">getFinancialBreakdown()</code> <!--[-1--><!--]--></li><li><code class="svelte-kxkftj">isCountable()</code> <!--[-1--><!--]--></li><li><code class="svelte-kxkftj">isReimbursed()</code> <!--[-1--><!--]--></li><li><code class="svelte-kxkftj">listReviewedTaxFacts(options: ReviewedExpenseTaxFactsOptions)</code> <!--[-1--><!--]--></li><li><code class="svelte-kxkftj">markDuplicate(input: MarkDuplicateExpenseInput)</code> <!--[-1--><!--]--></li><li><code class="svelte-kxkftj">markReimbursed(input?: MarkReimbursedInput)</code> <!--[-1--><!--]--></li><li><code class="svelte-kxkftj">record(options: RecordExpenseActionInput)</code> <!--[-1--><!--]--></li><li><code class="svelte-kxkftj">recordReimbursement(options: MarkExpenseReimbursedActionInput)</code> <!--[-1--><!--]--></li><li><code class="svelte-kxkftj">recordReview(options: ReviewExpenseActionInput)</code> <!--[-1--><!--]--></li><li><code class="svelte-kxkftj">reject(input: RejectExpenseInput)</code> <!--[-1--><!--]--></li><li><code class="svelte-kxkftj">reopen(input: ReopenExpenseInput)</code> <!--[-1--><!--]--></li><li><code class="svelte-kxkftj">review(input: ReviewExpenseInput)</code> <!--[-1--><!--]--></li><li><code class="svelte-kxkftj">save()</code> <!--[-1--><!--]--></li><li><code class="svelte-kxkftj">setFinancialBreakdown(value: ExpenseFinancialBreakdown | null)</code> <!--[-1--><!--]--></li><li><code class="svelte-kxkftj">totalsByCurrency(options?: ExpenseTotalsOptions)</code> <!--[-1--><!--]--></li><!--]--></ul></div></div></article><!--]--><!----><!--]--></div></details><!----></section><!----></main><!--]--><!--]--><!----><!----><!----></main> <!--[-1--><!--]--> <!--[-1--><!--]--> <!--[-1--><!--]--> <!--[-1--><!--]--><!----> <!--[-1--><!--]--> <!--[-1--><!--]--> <!--[-1--><!--]--><!----> <!--[-1--><!--]--> <!--[-1--><!--]--> <!--[-1--><!--]--> <!--[-1--><!--]--></div><!--]--><!----></div><!----><!----><!----></div><!--]--><!--]--> <!--[-1--><!--]--><!--]-->
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fill="currentColor" aria-hidden="true" data-smrt-component="Icon" class="svelte-em2a54"><path d="M19.14 12.94c.04-.3.06-.61.06-.94 0-.32-.02-.64-.07-.94l2.03-1.58a.49.49 0 0 0 .12-.61l-1.92-3.32a.488.488 0 0 0-.59-.22l-2.39.96c-.5-.38-1.03-.7-1.62-.94l-.36-2.54a.484.484 0 0 0-.48-.41h-3.84c-.24 0-.43.17-.47.41l-.36 2.54c-.59.24-1.13.57-1.62.94l-2.39-.96c-.22-.08-.47 0-.59.22L2.74 8.87c-.12.21-.08.47.12.61l2.03 1.58c-.05.3-.09.63-.09.94s.02.64.07.94l-2.03 1.58a.49.49 0 0 0-.12.61l1.92 3.32c.12.22.37.29.59.22l2.39-.96c.5.38 1.03.7 1.62.94l.36 2.54c.05.24.24.41.48.41h3.84c.24 0 .44-.17.47-.41l.36-2.54c.59-.24 1.13-.56 1.62-.94l2.39.96c.22.08.47 0 .59-.22l1.92-3.32c.12-.22.07-.47-.12-.61l-2.01-1.58zM12 15.6c-1.98 0-3.6-1.62-3.6-3.6s1.62-3.6 3.6-3.6 3.6 1.62 3.6 3.6-1.62 3.6-3.6 3.6z"></path></svg><!----></a></div><!----></div> <h1 class="svelte-1nuwlgo">Expenses help</h1></header> <!--[--><section aria-label="Expenses" class="svelte-1o06wj"><!--[-1--><!--]--> <!--[0--><article class="help svelte-cw30hy"><!--[--><!--[0--><!----><h2 class="svelte-cw30hy"><!--[--><!--[3-->Overview<!--]--><!--]--><!----></h2><!----><!--]--><!--[1--><p class="svelte-cw30hy"><!--[--><!--[3-->Expenses are the costs the business pays: a receipt, who paid it and what it was for. Each expense is reviewed once, and a reimbursable one is marked when the person is paid back.<!--]--><!--]--><!----></p><!--]--><!--[0--><!----><h2 class="svelte-cw30hy"><!--[--><!--[3-->Tasks<!--]--><!--]--><!----></h2><!----><!--]--><!--[0--><!----><h3 class="svelte-cw30hy"><!--[--><!--[3-->Record an expense<!--]--><!--]--><!----></h3><!----><!--]--><!--[2--><ol class="svelte-cw30hy"><!--[--><li><!--[--><!--[3-->Create a new expense and write a short <!--]--><!--[0--><strong><!--[--><!--[3-->Description<!--]--><!--]--><!----></strong><!--]--><!--[3-->.<!--]--><!--]--><!----></li><li><!--[--><!--[3-->Enter the <!--]--><!--[0--><strong><!--[--><!--[3-->Amount<!--]--><!--]--><!----></strong><!--]--><!--[3--> and its <!--]--><!--[0--><strong><!--[--><!--[3-->Currency<!--]--><!--]--><!----></strong><!--]--><!--[3-->.<!--]--><!--]--><!----></li><li><!--[--><!--[3-->Set the <!--]--><!--[0--><strong><!--[--><!--[3-->Date<!--]--><!--]--><!----></strong><!--]--><!--[3--> date from the receipt and pick a <!--]--><!--[0--><strong><!--[--><!--[3-->Category<!--]--><!--]--><!----></strong><!--]--><!--[3-->.<!--]--><!--]--><!----></li><li><!--[--><!--[3-->Choose who <!--]--><!--[0--><strong><!--[--><!--[3-->Paid by<!--]--><!--]--><!----></strong><!--]--><!--[3-->: the company, a person or a third party.<!--]--><!--]--><!----></li><li><!--[--><!--[3-->When a person paid, pick the <!--]--><!--[0--><strong><!--[--><!--[3-->Person who paid<!--]--><!--]--><!----></strong><!--]--><!--[3--> and tick <!--]--><!--[0--><strong><!--[--><!--[3-->Reimbursable<!--]--><!--]--><!----></strong><!--]--><!--[3--> when they are owed the money back.<!--]--><!--]--><!----></li><!--]--></ol><!--]--><!--[0--><!----><h3 class="svelte-cw30hy"><!--[--><!--[3-->Review it<!--]--><!--]--><!----></h3><!----><!--]--><!--[2--><ol class="svelte-cw30hy"><!--[--><li><!--[--><!--[3-->Open the expense and check the receipt attached to it.<!--]--><!--]--><!----></li><li><!--[--><!--[0--><strong><!--[--><!--[3-->Review status<!--]--><!--]--><!----></strong><!--]--><!--[3--> moves from unreviewed to reviewed, or to rejected, when someone reviews it. A rejected expense can be reopened.<!--]--><!--]--><!----></li><!--]--></ol><!--]--><!--]--> <!--[0--><section aria-label="Fields" class="svelte-cw30hy"><!----><h2 class="svelte-cw30hy">Fields<!----></h2><!----> <!--[--><section id="expenses.tracking-fields-Expense" aria-label="Expense fields" class="svelte-cw30hy"><!--[-1--><!--]--> <dl class="svelte-cw30hy"><!--[--><dt class="svelte-cw30hy">Date</dt> <dd class="svelte-cw30hy">The date on the receipt, as YYYY-MM-DD.</dd><dt class="svelte-cw30hy">Category</dt> <dd class="svelte-cw30hy">One word, such as material, travel, freight or other.</dd><dt class="svelte-cw30hy">Person who paid</dt> <dd class="svelte-cw30hy">Who paid out of their own pocket, when a person paid.</dd><dt class="svelte-cw30hy">Charged to</dt> <dd class="svelte-cw30hy">The job, project or client the cost belongs to.</dd><dt class="svelte-cw30hy">Reimbursed amount</dt> <dd class="svelte-cw30hy">The recorded amount paid back to the person who paid.</dd><!--]--></dl></section><!--]--></section><!--]--></article><!--]--></section><!--]--> <section class="panel svelte-kxkftj" aria-label="Connect other tools"><details class="disclosure svelte-ma3p8w" data-smrt-component="Disclosure"><summary aria-disabled="false" class="svelte-ma3p8w"><span>Connect other tools</span><span class="chevron svelte-ma3p8w" aria-hidden="true">⌄</span></summary> <div class="content svelte-ma3p8w"><!--[0--><p class="lede svelte-kxkftj">For connecting other software or an AI assistant to this app. All of it is
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generated by s-m-r-t from the model; none of it was written by hand.</p> <!--[--><article class="svelte-kxkftj"><h3 class="svelte-kxkftj">Expense</h3> <div class="grid svelte-kxkftj"><div><h4 class="svelte-kxkftj">REST routes <span class="svelte-kxkftj">4</span></h4> <ul class="svelte-kxkftj"><!--[--><li><code class="svelte-kxkftj"><b>POST</b> /api/expenses/record</code></li><li><code class="svelte-kxkftj"><b>POST</b> /api/expenses/attachReceipt</code></li><li><code class="svelte-kxkftj"><b>POST</b> /api/expenses/recordReview</code></li><li><code class="svelte-kxkftj"><b>POST</b> /api/expenses/recordReimbursement</code></li><!--]--></ul></div> <div><h4 class="svelte-kxkftj">MCP tools <span class="svelte-kxkftj">0</span></h4> <ul class="svelte-kxkftj"><!--[!--><li class="none svelte-kxkftj">None</li><!--]--></ul></div> <div><h4 class="svelte-kxkftj">CLI commands <span class="svelte-kxkftj">0</span></h4> <ul class="svelte-kxkftj"><!--[!--><li class="none svelte-kxkftj">None</li><!--]--></ul></div> <div><h4 class="svelte-kxkftj">Methods <span class="svelte-kxkftj">0</span> AI-callable</h4> <ul class="svelte-kxkftj"><!--[--><li><code class="svelte-kxkftj">attachReceipt(options: AttachExpenseReceiptActionInput)</code> <!--[-1--><!--]--></li><li><code class="svelte-kxkftj">commitmentPosition(commitmentId: string, options?: object)</code> <!--[-1--><!--]--></li><li><code class="svelte-kxkftj">completeSupplierPayableBasis(input: CompleteSupplierPayableBasisInput)</code> <!--[-1--><!--]--></li><li><code class="svelte-kxkftj">delete(options?: object)</code> <!--[-1--><!--]--></li><li><code class="svelte-kxkftj">forCostObject(costObjectType: string, costObjectId: string)</code> <!--[-1--><!--]--></li><li><code class="svelte-kxkftj">getCostBasis()</code> <!--[-1--><!--]--></li><li><code class="svelte-kxkftj">getCostObject()</code> <!--[-1--><!--]--></li><li><code class="svelte-kxkftj">getFinancialBreakdown()</code> <!--[-1--><!--]--></li><li><code class="svelte-kxkftj">getRefundPosition()</code> <!--[-1--><!--]--></li><li><code class="svelte-kxkftj">getRefundRecipient()</code> <!--[-1--><!--]--></li><li><code class="svelte-kxkftj">getReimbursementPosition()</code> <!--[-1--><!--]--></li><li><code class="svelte-kxkftj">getSupplierPayablePosition(input?: object)</code> <!--[-1--><!--]--></li><li><code class="svelte-kxkftj">isCountable()</code> <!--[-1--><!--]--></li><li><code class="svelte-kxkftj">isReimbursed()</code> <!--[-1--><!--]--></li><li><code class="svelte-kxkftj">listReviewedTaxFacts(options: ReviewedExpenseTaxFactsOptions)</code> <!--[-1--><!--]--></li><li><code class="svelte-kxkftj">markDuplicate(input: MarkDuplicateExpenseInput)</code> <!--[-1--><!--]--></li><li><code class="svelte-kxkftj">markReimbursed(input?: MarkReimbursedInput)</code> <!--[-1--><!--]--></li><li><code class="svelte-kxkftj">record(options: RecordExpenseActionInput)</code> <!--[-1--><!--]--></li><li><code class="svelte-kxkftj">recordReimbursement(options: MarkExpenseReimbursedActionInput)</code> <!--[-1--><!--]--></li><li><code class="svelte-kxkftj">recordReview(options: ReviewExpenseActionInput)</code> <!--[-1--><!--]--></li><li><code class="svelte-kxkftj">recordSupplierPayable(input: RecordSupplierPayableInput)</code> <!--[-1--><!--]--></li><li><code class="svelte-kxkftj">recordSupplierPayableEvent(input: RecordSupplierPayableEventInput)</code> <!--[-1--><!--]--></li><li><code class="svelte-kxkftj">refundPosition(sourceId: string)</code> <!--[-1--><!--]--></li><li><code class="svelte-kxkftj">reimbursementPosition(sourceId: string)</code> <!--[-1--><!--]--></li><li><code class="svelte-kxkftj">reject(input: RejectExpenseInput)</code> <!--[-1--><!--]--></li><li><code class="svelte-kxkftj">reopen(input: ReopenExpenseInput)</code> <!--[-1--><!--]--></li><li><code class="svelte-kxkftj">review(input: ReviewExpenseInput)</code> <!--[-1--><!--]--></li><li><code class="svelte-kxkftj">save()</code> <!--[-1--><!--]--></li><li><code class="svelte-kxkftj">setFinancialBreakdown(value: ExpenseFinancialBreakdown | null)</code> <!--[-1--><!--]--></li><li><code class="svelte-kxkftj">setRefundRecipient(value: ExpenseRefundRecipient | null)</code> <!--[-1--><!--]--></li><li><code class="svelte-kxkftj">supplierPayablePosition(expenseId: string, input?: object)</code> <!--[-1--><!--]--></li><li><code class="svelte-kxkftj">totalsByCurrency(options?: ExpenseTotalsOptions)</code> <!--[-1--><!--]--></li><!--]--></ul></div></div></article><!--]--><!----><!--]--></div></details><!----></section><!----></main><!--]--><!--]--><!----><!----><!----></main> <!--[-1--><!--]--> <!--[-1--><!--]--> <!--[-1--><!--]--> <!--[-1--><!--]--><!----> <!--[-1--><!--]--> <!--[-1--><!--]--> <!--[-1--><!--]--><!----> <!--[-1--><!--]--> <!--[-1--><!--]--> <!--[-1--><!--]--> <!--[-1--><!--]--></div><!--]--><!----></div><!----><!----><!----></div><!--]--><!--]--> <!--[-1--><!--]--><!--]-->
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<!--1vy8ks8--><!----><style id="smrt-cascade-layers">@layer smrt.reset, smrt.structure, smrt.theme;</style><!----><!----><!--1r2e3yg--><!----><title>Expenses options · smrt planner</title>
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<!--1vy8ks8--><!----><style id="smrt-cascade-layers">@layer smrt.reset, smrt.structure, smrt.theme;</style><!----><!----><!--1nuwlgo--><!----><title>Form customization help · smrt planner</title>
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