How to Create Other Revenues & Expenses

Using Other Revenues & Expenses

Add Revenues and Expenses that are not included on your FedEx settlements.

Step 1. Click "Settlements" and select either 'Other Expenses' or 'Other Revenues'.

Step 2. Click the '+ Add' button to create a new expense or new revenue. 

Step 3. Select a Category using the dropdown, type in a Description, and select the date that the Expense or Revenue took place. 

Optionally, you can associate the Revenue or Expense to a Truck or Driver.

Enter the dollar amount. 

NOTE: You cannot create Revenues or Expenses that will recur weekly or monthly at this time.

Step 4. Once you click "Save", your expense or revenue is now included in reporting and the Haldi Tech P&L

Need Help? support@halditech.com or call us at 470-594-2534