Entering Expenses Not Related to Shipments (Expense)

1. Set up Expense Categories

Step 1: Go to Automation Settings → Pricing → Expenses/Incomes

Step 2: Click +Add New to create a new expense category → Save

Fields include:

• Name: Expense name

• Custom code: Optional code

• Calculation type: Unit of calculation

• Description: Detailed description

Integrated Accounting

• Accounting name: Name displayed on invoice

• Calculation type: Unit displayed on invoice

2. Add the Paying Entity (Vendor / Staff)

Go to Partner → + Add New
Fill in required information → Select Type: Other Vendor → Save

3. Create an Expense Record

Step 1: Go to Accounting → Revenue & Cost → Expense

Step 2: Click New Expense

Step 3: Fill in all required fields and add expense line items (Upload invoices if available), then click Save.

Notes:

• If the expense is paid directly to the vendor, select Provider

• If the expense was paid by staff and needs reimbursement → select Staff,
  and under Invoicing Information, choose the vendor’s invoicing details

Make sure to upload related files/invoices if any.

Step 4: Click the arrow next to View → Approve

Step 5: Click the arrow next to View → Request Payment

Step 6: Click Request