Expenses

Overview

Manage consumer-tracked expenses and look up eligible expense types. Expenses enables developers to track out-of-pocket costs and understand what qualifies under a participant’s plans across WEX platforms. It includes operations for retrieving eligible expenses by plan, and for creating, updating, and removing unpaid expenses. Use this resource to build expense tracking experiences, so participants can log costs as they happen and keep accurate records ahead of claim submission.

Why use the API?

• Modernization: It provides a standardized, clear, and modern RESTful endpoint, making it easier to integrate with current systems.
• Integration: It allows you to easily consume and integrate expense data, powering your own consumer-facing experiences.
• Growth & Innovation: Using our API, you can improve your own products and create a smoother experience for your customers and consumers.

What can the API do?

The Expenses API allows you to perform functions related to the participant’s:

• Eligible expense categories and types
• Tracked (unpaid) expenses
• Expense details, including provider, recipients, receipts, and notes

Key Features

• Returns eligible expense categories and types for multiple plans in a single request, with an option to return active expenses only.
• Allows the participant to log an unpaid expense with a name, date of service, and amount, plus optional billed amount, category, provider, and recipients.
• Allows the participant to update an existing expense, including service dates, amounts, provider details, EOB number, recipients, receipts, and notes.
• Allows the participant to remove an expense they no longer need. Only unpaid expenses with no allocations can be removed, and removal is a soft delete.
• Confirms each removal with the removal timestamp and the removed amount, so your app can update balances right away.

Expenses API Operations

The Expenses API includes the following operations. Select the API Reference tab to find functional information about each one.

• Get Eligible Expenses By Plan Ids
• Create Expense
• Update Expense
• Delete Expense