Task Costs

A cost records money paid for a task, such as a transport bill or an inspection fee. The cost is an ordinary transaction that carries the task as a reference.

Requirements: permission to create transactions to record a cost, and permission to delete transactions to delete one. The staff role holds neither by default.

StepsCopy Anchor Link

1. Open the task page.
2. Open the actions menu of the task, next to Edit, and select Record Transaction. On the Payments tab, Record opens the same dialog.
3. Check the Direction. The dialog starts with Amount Out.
4. Enter the Amount and choose the currency.
5. Check the Category. The dialog suggests a category from the task type.
6. Enter the Date and choose the Method.
7. Optional: enter a reference and a note.
8. Select Record.

The dialog states that the transaction is recorded against the car linked to the task. The cost then appears on the Payments tab.

Suggested categoriesCopy Anchor Link

Other task types suggest no category. The category can be changed.

Read the paymentsCopy Anchor Link

The Payments tab lists the recorded transactions of the task with the date, the method and the reference. The footer shows the Total. The count on the tab states the number of recorded transactions, not their sum. An empty tab reads Nothing recorded yet.

Delete a paymentCopy Anchor Link

Select the delete control of a transaction in the list. This requires permission to delete transactions.

NotesCopy Anchor Link

The Payments tab is labeled Costs in its card title. The ledger pages of the dashboard list the same transactions. See the guides of the finance area.