Expense Types represent different categories of costs a company incurs. Setting them up correctly helps ensure accurate tracking and management of bills, deductions, and payments.
 

How to Create a New Expense Type

Follow these steps to create or customize Expense Types in Datatruck:

Step 1: Navigate to Expenses

1. Go to Settings from the left-hand menu.

2. Under TMS Customizations, select Expenses.
   
   
   
   

3. Open the relevant Expenses tab for example: Bills expenses 
   
   
   

Step 2: Create a New Expense Type

1. Click Create on the top right corner of the page.

2. Enter the Name of the expense type: for example, “Toll Fee,” “Driver Meals,” or “Company Fee.”

3. Click Save when done.
   
   

Your new expense type will now be available for use. 

Step 3: Where You Can View Expense Types

The expense types you create or edit will appear across different sections of Datatruck depending on their category:

• Bill Expenses: Available under Accounting > Bills > Bills, in the Nature field.
  
  
  
  

• Work Order Expenses: Can be used under Maintenance > Work Orders > Task > Task Name.
  
  
  
  

• Truck Deduction Types: Visible under Truck Accounting > Scheduled Deductions.
  
  
  
  

• Deduction Types will appear in the Driver’s Profile > Accounting > Weekly Deductions and Scheduled Deductions sections.  
  
  

• Trip Expenses will show in the Trips section of the load. 
  
  
  
  
• Recurring Charges will be shown in the Financial section of both Truck/Trailer's profile.
  
  

We hope this article was helpful. However, if you have any further questions, please don't hesitate to reach out to our Live Support.

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