Recurring expenses

A recurring expense automatically generates one expense per period. Through the API, recurrences can only be retrieved. They come from two places:

• Contract: created from the recurrences of the expense contract when it takes effect.
• QI Tech: the others are registered by QI Tech.

Recurrence status

Status	Description
active	Generating expenses.
pending_approval	Awaiting QI Tech's approval.
finished	Reached its end (end_date).
canceled	Ended before its end date.
reproved	Rejected by QI Tech.

List recurring expenses

Available on

Profile	Host	Required permission
Manager	manager-api	Read
Consultant	consultant-api	Read Expenses or Read Consolidations

Base URL for each host: Environments (Hosts).

ENDPOINT

/expense/fund_class/{fund_class_key}/recurring_expenses

METHOD

GET

Query parameters

Parameter	Type	Required	Description
status	string	No	A recurrence status.
expense_type	string	No	An expense type.
contract_key	string	No	Recurrences of a contract.
limit	integer	No	Items per page, from 0 to 100. Default: 10.
page	integer	No	Page, starting at 0. Default: 0.

The list goes from the most recent recurrence to the oldest.

STATUS

200

Response body

{
    "data": [
        {
            "recurring_expense_key": "a0b1c2d3-e4f5-4a6b-8c7d-9e0f1a2b3c4d",
            "fund_class": {
                "name": "FIDC EXEMPLO",
                "manager": {
                    "name": "EXEMPLO GESTORA LTDA",
                    "manager_key": "a7498c6c-1893-42ec-a8f3-bc6ad0c6b52c",
                    "document_number": "22.333.444/0001-81"
                },
                "fund_class_key": "c1d2e3f4-a5b6-4789-abcd-ef1234567890",
                "document_number": "33.444.555/0001-81",
                "accounting_date": "2026-11-06"
            },
            "expense_type": "audit_tax",
            "description": "Auditoria anual - parcela mensal",
            "recurring_configuration_data": {
                "expense_type": "audit_tax",
                "description": "Auditoria anual - parcela mensal",
                "amount": 2500.0,
                "accrual": {
                    "accrual_system": "monthly"
                },
                "consolidated_by_manager": true,
                "payment": {
                    "payment_reference": {
                        "reference_date": "end_date",
                        "workdays_only": true
                    },
                    "target": {
                        "document_number": "44.555.666/0001-81",
                        "name": "AUDITORES EXEMPLO S.A."
                    }
                },
                "start_date": "2027-01-01",
                "end_date": "2027-12-31",
                "contract_key": "0a1b2c3d-4e5f-4a6b-8c7d-9e0f1a2b3c4d",
                "vendor_key": "5d2e7b9a-3c4f-4e8a-b1d6-9f0a2c3e4b57"
            },
            "amount": 2500.0,
            "consolidated_by_manager": true,
            "status": "active",
            "contract_key": "0a1b2c3d-4e5f-4a6b-8c7d-9e0f1a2b3c4d",
            "vendor_key": "5d2e7b9a-3c4f-4e8a-b1d6-9f0a2c3e4b57",
            "start_date": "2027-01-01",
            "end_date": "2027-12-31"
        }
    ],
    "limit": 10,
    "page": 0,
    "is_last_page": true
}

Field	Description
recurring_expense_key	Recurrence key (UUID).
fund_class	Fund class, as in expense retrieval.
expense_type	Type of the generated expenses.
description	Description of the generated expenses.
recurring_configuration_data	Recurrence configuration as it was registered. See below.
amount	Amount of each expense.
consolidated_by_manager	true when the manager submits the invoice of each generated expense.
status	Recurrence status.
contract_key, vendor_key	Contract and vendor, or null.
start_date, end_date	Validity, YYYY-MM-DD; end_date is null with no end.
disabled_at	Time the recurrence was ended. Present only on ended recurrences.

Recurrence configuration

In recurring_configuration_data:

• accrual defines the period: accrual_system (monthly, bimonthly or yearly) and start_month.
• payment.payment_reference defines the payment date of each expense: reference_date (start_date or end_date of the period), workdays_only, days_after and months_after.
• payment carries the payee and, on recurrences without a contract, the payment method and destination.

On contract recurrences, each expense is paid to the vendor, to its main account, on the last business day of the month.

Retrieve a recurring expense

Returns a recurrence and the expenses it generated.

Available on

Profile	Host	Required permission
Manager	manager-api	Read
Consultant	consultant-api	Read Expenses or Read Consolidations

Base URL for each host: Environments (Hosts).

ENDPOINT

/expense/fund_class/{fund_class_key}/recurring_expense/{recurring_expense_key}

METHOD

GET

The response has the structure of the list, with one more field: expenses, the expenses generated by the recurrence (expense_key, status).

Errors

Status	code	When it happens
400	EXP000069	The fund class does not belong to the manager.
403	EXP000124	The consultant has no active link with the fund. Usually consultant-api rejects the request earlier, with 401 (CIT000018).
404	EXP000028	The recurrence does not exist in the fund.
500	QIT000500	limit or page out of range or not an integer. The validation of these parameters arrives as an internal error: fix the parameter and repeat the call.

Authentication, permission and host errors: see API Errors.