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n8n-nodes-zoho-expense-by-datingscout

v1.2.2

Published

n8n community node for Zoho Expense API - Full implementation with all features

Readme

n8n-nodes-zoho-expense-by-datingscout

This is an n8n community node that provides full integration with the Zoho Expense API.

n8n is a fair-code licensed workflow automation platform.

Installation

Follow the installation guide in the n8n community nodes documentation.

npm install n8n-nodes-zoho-expense-by-datingscout

Or using pnpm:

pnpm install n8n-nodes-zoho-expense-by-datingscout

Resources & Operations

Expense

| Operation | Description | |-----------|-------------| | Create | Create a new expense with line items, attendees, custom fields, and more | | Delete | Delete an expense | | Get | Get a single expense by ID | | Get Many | List all expenses with comprehensive filtering options | | Merge | Merge multiple expenses into one | | Update | Update an existing expense's details |

Expense Report

| Operation | Description | |-----------|-------------| | Approve | Approve an expense report | | Create | Create a new expense report | | Delete | Delete an expense report | | Get | Get a single expense report by ID | | Get Many | List all expense reports with filtering options | | Recall | Recall a submitted expense report | | Reject | Reject an expense report | | Submit | Submit an expense report for approval | | Update | Update an existing expense report |

Trip

| Operation | Description | |-----------|-------------| | Create | Create a new trip | | Delete | Delete a trip | | Get | Get a single trip by ID | | Get Many | List all trips | | Update | Update an existing trip |

User

| Operation | Description | |-----------|-------------| | Get | Get a single user by ID | | Get Many | List all users with filtering options |

Category

| Operation | Description | |-----------|-------------| | Get | Get a single expense category by ID | | Get Many | List all expense categories |

Credentials

To use this node, you need to set up OAuth2 credentials for Zoho Expense:

  1. Go to the Zoho API Console
  2. Create a new client (Server-based Application)
  3. Set the redirect URL to your n8n OAuth callback URL (e.g., https://your-n8n-instance.com/rest/oauth2-credential/callback)
  4. Note down the Client ID and Client Secret
  5. In n8n, create new credentials of type "Zoho Expense OAuth2 API"
  6. Enter your Client ID and Client Secret
  7. Select your Zoho data center (US, EU, India, Australia, Japan, China, or Canada)
  8. Connect and authorize

Required Scopes

The following OAuth scopes are requested:

  • ZohoExpense.fullaccess.all - Full access to Zoho Expense

Features

Expense Operations

Create Expense

  • Set currency and date
  • Add multiple line items with categories, amounts, taxes, and tags
  • Associate with merchants, customers, and projects
  • Add attendees and custom fields
  • Configure billable and reimbursable flags
  • Set payment mode and paid-through account

Get Many Expenses

  • Filter by status (draft, submitted, approved, reimbursed, etc.)
  • Filter by date range
  • Filter by user, category, merchant, customer, or project
  • Pagination support with "Return All" option

Update Expense

  • Update any expense field
  • Modify line items (add, update, or replace)
  • Update attendees and custom fields
  • Change associated merchant, customer, or project

Merge Expenses

  • Merge duplicate expenses into a single expense
  • Specify primary and duplicate expense IDs

Expense Report Operations

Create/Update Reports

  • Set report name and description
  • Define report period with start and end dates
  • Associate with trips

Workflow Actions

  • Submit reports for approval
  • Approve or reject reports with comments
  • Recall submitted reports

Trip Operations

Create/Update Trips

  • Set trip name, destination, and description
  • Define trip dates
  • Set budget

User Operations

Get Users

  • Filter by role (admin, approver, submitter)
  • Filter by status (active, inactive)

Category Operations

Get Categories

  • Filter by enabled status

Supported Data Centers

  • zoho.com (US)
  • zoho.eu (Europe)
  • zoho.in (India)
  • zoho.com.au (Australia)
  • zoho.jp (Japan)
  • zoho.com.cn (China)
  • zohocloud.ca (Canada)

Dynamic Options

The node provides dynamic loading for:

  • Organizations
  • Currencies
  • Expense Categories
  • Taxes
  • Merchants
  • Customers
  • Projects
  • Users
  • Accounts
  • Expense Reports
  • Trips

Compatibility

  • Requires n8n version 1.0.0 or later
  • Node.js 18.10 or later

Resources

License

MIT

Author

DatingScout - [email protected]