Creating, Approving, and Paying Management Expenses

Created by Freightek Corporation, Modified on Thu, 4 Dec at 10:36 PM by Freightek Corporation

Management expenses refer to all company costs not related to any shipment, such as office supplies, office rent, electricity, water, and other administrative expenses.

Step 1: Create an Expense (for the person who needs to be paid)

Go to: Accounting → Revenue & Cost → Expense → Add New Expense

Enter the expense details and attach all supporting documents/files before saving the Expense

Step 2: Approve the Expense (for the approver)

Select the Expense with status “Pending” → Click the arrow next to View → Choose Approve or Reject

Step 3: Submit a Payment Request (after the expense is approved)

Once the Expense is Approved, create a Request Payment for the Accounting team to proceed with payment.

Step 4: Approve the Payment Request

Go to: Report → SOA → Payment Submission → Open the Request with status “Pending” → Choose Approve or Reject

Step 5: Process the payment

The Accounting team records the payment by selecting the Approved request → clicking Payment.