How to Add Expenses In Carrier TMS

Introduction

In Carrier TMS, you can add expenses such as fuel, towing, or storage fees to a load. You can show an expense on the invoice so you bill for it accurately, or deduct it from driver pay.

How to Add an Expense in Carrier TMS

Step 1: Go to Loads

• Log in to Carrier TMS.
• Select Loads in the left-hand menu.

Step 2: Open the Load

• Find the load you want to add an expense to and click its Load ID to open the load details.

Step 3: Click Add Expenses

• Scroll down the load details page and click + Add Expenses, below the vehicle list.

Step 4: Fill Out the Expense Details

In the Add Expense panel on the right, enter:

• Type: The expense category, such as Fuel, Storage, or Towing.
• Price: The cost of the expense.
• Receipt Date: The date on the receipt.
• Receipt file: Click Change Receipt File, or drag and drop a file, to upload a copy of the receipt as a PDF or image.

Then choose how the expense is used:

• Check Show expense on invoice to add the expense to the invoice.
• Check Deduct from driver pay to subtract the expense from the driver's pay.

Step 5: Save the Expense

• Click Save.
• The expense appears in the Expenses section of the load with its type, cost, date, receipt, and whether it shows on the invoice or is deducted from driver pay.

Step 6: Send the Invoice

• After the load is delivered, click the three-dot (⋯) menu in the upper-right corner of the load.
• Select Send Invoice. Any expense marked Show expense on invoice is added to the invoice automatically.

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Next Steps

Ready to bill for the load? Learn how to send invoices from Carrier TMS.