Understand job-linked expense margin updates

Know how an expense changes other costs and gross margin.

What this guide covers

Know how an expense changes other costs and gross margin. 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

1. Open the job before adding the expense and note other costs/margin.
2. Add the linked expense.
3. Reopen the job.
4. Confirm other costs and gross margin changed by the correct amount.

Fields, choices and supported possibilities

This action uses the values already stored on the selected source record. Review that record before continuing.

Code-backed validations and workflow rules

• Gross margin equals agreed revenue minus driver cost minus other costs.

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.

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