Add Fuel Expense

Saichand Thotakura

Created Jan 11, 2023

Add Fuel Expense

23
    a

Loadops

28 Steps
1

Go to Loadops by Optym

2

Click on FINANCE

Click on FINANCE
3

Click on Expenses

Click on Expenses
4

Click on Add Fuel Expense

Click on Add Fuel Expense
5

Select whether the fuel expense is from Company Card/Cash or Non-Company Card/Cash

The Expenses can be attached to Driver or Tractor Settlements.

If you select the expense as Company Card/Cash, it will be a deduction in the settlements, if you select Non-Company Card/Cash, it will be a reimbursement in the settlements.

Select whether the fuel expense is from Company Card/Cash or Non-Company Card/Cash
6

Enter the Gross Amount

Enter the Gross Amount
7

Enter the Discount Amount ($)

Enter the Discount Amount ($)
8

Select the Date

Select the Date
9

Select the Expense Paid to

Select the Expense Paid to
10

Select the Expense Paid by

Select the Expense Paid by
11

Enter the Reference #

Enter the Reference #
12

Enter the Fuel Card

Enter the Fuel Card
13

Select the Fuel Type

Select the Fuel Type
14

Enter the Fuel Quantity

Enter the Fuel Quantity
15

Enter the Truckstop

Enter the Truckstop
16

Select the State 

Select the State 
17

Enter the Description

Enter the Description
18

Select the Terminal 

Select the Terminal 
19

Select Load ID

Select Load ID
20

Select Tractor or Trailer

Select Tractor or Trailer
21

Select Tractor ID

Select Tractor ID
22

Click Upload receipt to upload a receipt related to Expense

Click Upload receipt to upload a receipt related to Expense
23

Click on "+" button adjacent to Settlements

Click on "+" button adjacent to Settlements
24

Select Driver or Tractor

Select Driver or Tractor
25

Select the Driver Name

Select the Driver Name
26

Enter the Amount ($)

Enter the Amount ($)
27

Click on Add

Click on Add
28

Click on Add Expense

Click on Add Expense
Well done!
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