How Expenses Connect to Loads and Reports in CarrierOS AI
Expenses become more useful when they are connected to the right load, truck, driver, or category. The sections below explain how expenses connect to loads and reports in CarrierOS AI and what the office should verify before moving on.
On this page
- Quick answer
- Before you start
- Step-by-step instructions
- Review checklist
- What happens next
- Common problems
- Related guides
Expenses connect to loads and reports in CarrierOS AI: quick answer
Add the expense, choose the correct date, amount, category, and link, then review reports or settlements to confirm the cost appears in the right place.
Before you start
- Have the receipt or cost note ready.
- Know if the cost belongs to a load, truck, driver, or general office category.
- Know whether it affects driver settlement.
Step-by-step instructions
- From the left menu, open Accounting > Expenses.
- Add or edit an expense.
- Enter date, amount, and category.
- Link the expense to load, truck, or driver when needed.
- Attach receipt if useful.
- Review reports or settlements after saving.
Review checklist
Use this checklist before you save, send, approve, or rely on the record.
- Category: Fuel, toll, lumper, maintenance, deduction, office, or other cost type.
- Load link: Connects cost to one shipment.
- Truck link: Connects cost to one power unit.
- Driver link: Connects cost to settlement or driver review.
- Amount: Cost used in reports.
What happens next
After expenses are linked, revenue and profit reports are easier to trust.
Common problems and fixes
- If a cost appears in the wrong report, check its category and link.
- If a driver deduction is missing, check driver and pay period.
- If expenses look doubled, review imports and duplicates.
Tips for carrier offices
- Link costs when the source is clear.
- Use consistent categories.
- Do not wait until month end to enter large costs.
