How to Add and Track Expenses on Your Platform

Efficient expense tracking is essential for any logistics or delivery operation. Here’s how to log and manage expenses directly from your dashboard.

Step 1: Log in to Your Admin Account

Start by accessing your admin account.

Step 2: Go to the “Expenses” Tab

Click on “Expenses” from the dashboard sidebar or financial menu.

Step 3: Click “Add Expense”

To record a new expense, click on the “Add Expense” button.

Step 4: Fill in Expense Information

Input all relevant details, including:

• Expense Name (e.g., “Fuel”, “Repairs”)
  
• Amount
  
• Category (select from predefined or custom options)
  
• Date
  
• Optional: Attach Receipt or Notes
  

Step 5: Save the Expense Entry

Once all fields are completed, click “Proceed” to log the expense.

Step 6: View and Filter Expense Records

Use filters to sort expenses by:

• Date range
  
• Category
  
• Amount

Conclusion

Tracking expenses efficiently is key to a smooth and transparent operation. Regular updates to these records can help you make better financial decisions and streamline service delivery.