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Expense Management

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Written by Eduardo
Updated over a month ago

Welcome to the Expenses section in Pulpo, where you can track and monitor all costs associated with your fleet management. This module allows you to record, analyze, and optimize operational expenses, ensuring efficient and transparent management.


Accessing the Expenses Module

To get started, go to the left-side panel and select:

📌 Operations > Expenses


Expense Module Features

The "Expenses" tab provides a detailed view of each individual expense recorded in Pulpo, whether entered:

Manually from the web
From the mobile application
Via third-party integrations
Through the data importer

📌 Note: Fuel expenses must be recorded in the "Fuel" module and will automatically be replicated in "Expenses" for easy tracking.


Editing and Managing Expense Records

In this section, you can edit and assign different attributes to each recorded expense, including:

Groups: Assign expenses to specific vehicle groups within your fleet.
Tags: Classify and organize expenses using custom labels.
Drivers: Link each expense to the responsible driver.
Payment Methods: Record the payment method used for each expense.
Users: Identify who entered the expense in the platform.
Supplier: Associate each expense with the corresponding supplier.
Location: Specify where the expense occurred. (Must be pre-registered in the Suppliers module.)

Additionally, you can add other relevant details to maintain an accurate financial record.


Scheduled Expenses

Pulpo allows you to set up recurring expenses, making budget planning and cost control more efficient.

To manage scheduled expenses:

📌 Go to the "Scheduled Expenses" tab, where you can:
Set up expenses that repeat periodically.
Automate the registration of fixed costs.
Reduce administrative workload and optimize financial tracking.


Conclusion

The Expenses module in Pulpo is designed to give you complete control over your fleet’s costs, helping you optimize budgets, avoid unnecessary expenses, and improve financial planning.

If you have any additional questions or need assistance, our support team is always available to help you.

🚀 Thank you for trusting Pulpo for your fleet management needs!

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