Master data setup
Expense heads
Create categories for the money your dealership spends.
An expense head is a category for spending — for example Repair, Transport, Cleaning, or Office Rent. Categorising expenses keeps your reports meaningful and your vehicle costs accurate.
Two kinds of expense
Each expense head is marked as being for either:
- Vehicle — costs tied to a specific vehicle (repairs, transport). These add to that vehicle's total cost and affect its profit and GST.
- Office — general business costs not tied to any one vehicle (rent, salaries, utilities).
Add an expense head
- Go to Expense Heads and tap Add.
- Enter the name.
- Choose whether it's for Vehicle or Office.
- Save.
TODO: screenshot — Expense Heads list
Using expense heads
- When you log a vehicle expense in the ledger, you pick a Vehicle expense head.
- Office expenses are recorded in the general ledger and appear in your reports.
Tip
Keep your list of expense heads short and clear. A handful of well-named categories is more useful in reports than dozens of overlapping ones.