Expense Card

Expense creation and editing is available only from the Invoice card. This action opens the Expense card.

Fields in the Expense Card

• Type: Type of expense item (selectable from the custom ‘Expense Type’ library).

• Print Group: Text value used to group expenses during printing. Expenses with the same Print Group are displayed under a shared heading.

• Expense Group: Standardized expense group identifier (library value).

• Expense Name: Standardized expense name identifier (library value).

• Description: Text description displayed in the printed invoice form.

• Purpose: Invoice purpose identifier (library value).

  • Inherited from the invoice by default, but can be overridden for the current expense when Custom Purpose is enabled.

• Currency: Expense currency.

• RoE to Invoice: Exchange rate from the expense currency to the invoice currency.

• Custom RoE: Enables manual exchange rate input (icon with euro and dollar signs). When disabled, the system exchange rate is used and the RoE to Invoice field becomes read-only.

• Quantity: Quantity of goods or billed units.

• Price: Unit price of the expense item.

• Total: Total cost of the expense (calculated as $Total = Price × Quantity$ ).

• Voyage: Related voyage.

• Remarks: Notes or comments.

• VAT, %: Value Added Tax rate.

  • Inherited from the invoice by default, but can be overridden for the current expense when Custom VAT is enabled.

• Extended Description: Additional text displayed in printed templates instead of the Expense Name. Available only to users with the appropriate permissions in the admin panel and supports formatted content.