Add a courier expense
Pixie CRM guidance. Follow the route for your workspace, check your role and enabled modules, and verify the result before moving on.
Record an approved operational cost and link it to job/driver/vehicle where applicable.
Where to goAdmin Area → Courier & Logistics → Finance → Expenses → Add Expense
What this guide helps you do
Record an approved operational cost and link it to job/driver/vehicle where applicable. The instructions below follow the supplied module’s controller, form and model rules, including server-side validation and downstream effects.
Follow these steps
- Select expense type.
- Enter a valid expense date.
- Enter net and VAT amounts.
- Link the relevant job, driver, vehicle or supplier/provider reference.
- Add description/reference.
- Save.
- Check gross amount, job cost/margin and journal.
Fields and options
Typesfuel, toll, parking, maintenance, subcontractor, insurance or other.
GrossNet plus VAT.
Initial approvalCreated as approved by the module flow.
Job effectLinked expense updates other costs and gross margin.
Accounting effectExpense journal is posted when configured.
Rules and limits
- Expense date must be valid.
- Use the correct job link to prevent margin distortion.
Check it worked
- The source record, status/history and any downstream notification, provider, POD or finance record should agree after the action.
Security, audit and operational checks
- Use the exact record and least-privilege role before changing any state.
- Verify the saved record after every action; a browser message alone is not evidence that every downstream step completed.
- Use protected document and image routes rather than exposing server filesystem paths.
- Keep customer, driver, provider, financial and credential data within the authorised workflow.
- For provider, finance, employment, transport and compliance decisions, follow the organisation’s authorised professional process.
Do not bypass the code flowDo not force database values, invent a status, mark a job completed without signed POD evidence, or expose encrypted credentials to make a screen appear successful.
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