Creating a Bill/Expense related to Dispatch

Creating a Bill/Expense that is not related to a Dispatch can be helpful when paying your Drivers, Owner Operators, Carrier and/or Dispatchers. These are usually based on commissions or miles, but remember you can setup Auto-Pay to prevent redundant work!

From the Dispatch
Open a Dispatch
Scroll down to the Bills section and click Add Bill
The Dispatch will will pre-populated with the Driver, Owner Operator or Carrier related to the Dispatch record.
Fill in the Bill form. Remember you can change the bill to 'Business' to 'User'
Click Create
Click Add Expense Line
Enter the expense information (+/-)
Click Create

From the Bill page
Click on Bills on the top navigation bar to get to the Bills page
Click on the Create button at the top right corner
Ensure you have toggled the Related To field to Dispatch
Select the shipment you would like to associate the expense to or click the + button to create a new dispatch
Fill in the Bill form
Click Create
Click Add Expense Line
Enter the expense information (+/-)
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. The expenses associated to the Dispatch are usually reserved for Drivers, Owner Operators, Carriers and/or Dispatchers. Expenses for Account Reps and Sales Reps should generally be created through the Shipment record.

We recommend that you create all dispatch related expenses via the Dispatch record or setup Automatic Expense/Auto-Pay for quick data entry!

Updated on: 12/26/2020