How to Use Expenses in CarrierOS AI
Expenses are non-fuel costs, reimbursements, or charge items that need to be tracked in CarrierOS AI. The sections below explain how expenses in CarrierOS AI and what the office should verify before moving on.
Expenses can affect profitability, driver settlements, and accounting review. A clean expense record explains what happened, who it belongs to, and whether it should be paid back or deducted.
Expenses in CarrierOS AI: quick answer
Use this page to complete the workflow on this screen. The sections below explain what each area does, when to use it, and what to check before moving to the next step.
What each section does
| Expense list | Shows date, vendor, amount, category, linked driver or load, and status. |
| Categories | Separate repairs, tolls, lumper, reimbursements, and other cost types. |
| Attachments | Keep receipts or proof with the expense record. |
| Settlement or load link | Connects the expense to the right driver or load when needed. |
How to use this page
- Create or import the expense.
- Choose the correct category and amount.
- Attach a receipt when available.
- Link the expense to a driver, truck, or load if it affects pay or profitability.
Helpful tips
- Do not mix company expenses and driver reimbursements without clear notes.
- Attach receipts early so accounting does not chase paperwork later.
- Review expenses before running settlements or profitability reports.
