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Expenses screen

List expenses, record a new one and void a mistake from the Expenses screen.

For
OwnerFleet managerDispatcherService advisor
Hosting
Any hosting
Devices
Web browser
Business
Fleet

Checked against Pop Dispatch 0.1.0

The Expenses screen shows costs that belong to an asset or a trip, newest first. You can record an expense, charge it to a person's advance and void one entered by mistake. Fuel is recorded on the Fuel screen and appears here by itself.

Before you start #

  • Open Fleet, then Expenses. The screen opens for the owner, manager, dispatcher and advisor roles.
  • The Record an expense form appears when your licence includes the Fleet module and allows changes.
  • Amounts use your business currency from the locale setting. Type amounts such as 12.50, with no more decimals than the currency has.

Steps #

  1. Read the table. Its columns are Date, Kind, Asset, Amount, Paid by, Vendor and Actions. An expense paid by the driver shows "to be repaid".
  2. To look at one asset, pick it in Show one asset.
  3. To record an expense, fill in Record an expense: choose the Kind (Toll, Fine, Parking, Repair, Tyre, Permit, Insurance, Allowance or Other), type the Amount and, from the receipt, Tax included. Choose the Asset, add a Person number, set Paid by (Company, Driver or Account) and the Date.
  4. Tick Charge this to the person's advance when the driver paid from an advance. Select Record an expense. The row appears in the table.
  5. To fix a mistake, select Void on its row. The row then shows Void.
Technical details
  • The list reads GET /fleet/expenses with a limit of 100. Recording posts to /fleet/expenses and voiding posts to /fleet/expenses/:id/void.
  • The tax figure is the one you type. An empty tax is sent as zero.
  • A fuel expense mirrors a fuel fill and has no Void button. Correct the fill on the Fuel screen.

If something goes wrong #

  • "Enter an amount such as 12.50, using no more decimals than the currency has." Correct the field marked with the message.
  • "Fuel is recorded on the Fuel screen." Use that screen for fuel.
  • A driver expense needs a Person number, and a charge to an advance needs the driver as payer. The server refuses the entry otherwise and shows its message.
  • "This licence has no Fleet module, so changes are turned off." See fleet-without-the-licence.