Creating a Bill/Expense not related to Shipment or Dispatch

Creating a Bill/Expense that is not related to a Shipment or Dispatch record can come in handy when you are paying for additional fees, or if you are applying a bonus/deduction. This is very easy to do within Pegasys and leads to a beautiful pay statement!

From the bill page

1. Click on Bills on the top navigation bar to get to the Bill page.
2. Click on the Create button at the top right corner.
3. Leave the Related To set to Other
4. Fill in the Bill form.
5. Click Create
6. Click Add Expense Line
7. Enter the expense information (+/-)
8. Click Create

Remember you can add multiple expense lines per bill. When you are processing payment the sum of selected bills for the Business/Owner Operator/Driver can't be a negative total.

Updated on: 12/26/2020