Add Other Expense

Saichand Thotakura

Created Jan 11, 2023

Add Other Expense

18
    a

Loadops

26 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 Other Expense

Click on Add Other Expense
5

Select whether the 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 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 Date *

Select 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

Select the Expense Category

Select the Expense Category
13

Enter the Description

Enter the Description
14

Select the Terminal 

Select the Terminal 
15

Select the Load ID

Select the Load ID
16

Select Tractor or Trailer

Select Tractor or Trailer
17

Select Tractor ID

Select Tractor ID
18

Click on Upload receipt to upload a receipt of Expense

Click on Upload receipt to upload a receipt of Expense
19

Click on "+" button adjacent to Settlements

Click on "+" button adjacent to Settlements
20

Select Driver or Tractor

Select Driver or Tractor
21

Select the Driver Name

Select the Driver Name
22

Enter the Amount

Enter the Amount
23

Enter the Description

Enter the Description
24

Click on Add

Click on Add
25

Check Needs Review if you want to review the Expense

Check Needs Review if you want to review the Expense
26

Click on Add Expense

Click on Add Expense
Well done!
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