Note
The driver mobile app already lets drivers record their additional costs and upload the invoices and documents. Use this function when a dispatcher needs to create the cost themselves.
Steps
Step 1
Go to the All costs menu and click the create button.
Step 2
Enter the information:
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Cost date: select the date the cost was incurred.
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Cost type: select the type of cost.
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Amount: enter the amount, including tax.
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Tax: select the tax type, if any.
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Description: enter a description of the cost, if any.
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Invoice / Document: attach the invoice or document.
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Driver: select the driver.
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Dispatch order: select the dispatch order the cost belongs to, if required.
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Vehicle: select the vehicle that incurred the cost, if required.
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Location: select the location where the cost was incurred, if required.
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Some additional information:
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Supplier: select the service supplier, if that supplier already exists in the system.
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Invoice number: enter the invoice number.
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Serial number: enter the invoice serial number.
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Tax code: enter the tax code of the service supplier.
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Step 3
Click the save button to finish creating the cost record. A newly created record is in the NEW state.
Step 4
Click CONFIRM to confirm the cost record.
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If the cost type is configured to need approval, the record moves to WAITING FOR APPROVAL after you confirm it.
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If the cost type is not configured to need approval, the record moves straight to APPROVED after you confirm it.
