Add a courier expense
Record an approved operational cost and link it to job/driver/vehicle where applicable.
Exact navigationAdmin Area → Courier & Logistics → Finance → Expenses → Add Expense
What this guide covers
Record an approved operational cost and link it to job/driver/vehicle where applicable. The instructions below follow the supplied module’s controller, form and model rules, including server-side validation and downstream effects.
Exact step-by-step process
- Choose expense type.
- Enter a valid expense date.
- Enter net and VAT amounts.
- Link the relevant job, driver, vehicle or supplier/provider reference.
- Add description/reference.
- Save.
- Verify gross amount, job cost/margin and journal.
Fields, choices and supported possibilities
Typesfuel, toll, parking, maintenance, subcontractor, insurance or other.
GrossNet plus VAT.
Initial approvalCreated as approved by the module flow.
Job effectLinked expense updates other costs and gross margin.
Accounting effectExpense journal is posted when configured.
Code-backed validations and workflow rules
- Expense date must be valid.
- Use the correct job link to prevent margin distortion.
Expected result and verification
- The source record, status/history and any downstream notification, provider, POD or finance record should agree after the action.
Security, audit and operational checks
- Use the exact record and least-privilege role before changing any state.
- Verify the saved record after every action; a browser message alone is not evidence that every downstream step completed.
- Use protected document and image routes rather than exposing server filesystem paths.
- Keep customer, driver, provider, financial and credential data within the authorised workflow.
- For provider, finance, employment, transport and compliance decisions, follow the organisation’s authorised professional process.
Do not bypass the code flowDo not force database values, invent a status, mark a job completed without signed POD evidence, or expose encrypted credentials to make a screen appear successful.