Expense

Expense is used to record and manage general business expenses specifically related to logistics and shipping. This includes costs such as transportation fees, warehousing expenses, packaging materials, fuel costs, and any other expenditures directly associated with the movement and storage of goods.

Create Expense

1. Navigate to Expense menu, click Create option in the top right corner.

2. Select Expense option.

3. Fill in the necessary details for the expense, including vendor information, categories, services requested, and pricing.

4. Choose from the following options:

   • Save as Draft: Save the expense as a draft for future editing.

   • Save and Approve: Save the expense and approve it for further processing.

   • Save and Send: Save the expense and send it to the customer for review.

Options for Managing Expense

To perform actions on an expense, click the button next to the expense entry. This reveals a dropdown menu with options for managing the transaction. Below are the available options

• View: View the details of the expense without making any changes.

• Edit: Make changes to the expense, such as updating categories, prices, or adding/removing items.

• Void: Cancel the expense if it's no longer needed or if there was an error in its creation.

• Clone: Create a duplicate copy of the expense, which can be helpful if you need to create a similar expense for another customer or transaction.