Edit expense
Module: Fleet · For: Carrier users · Page address: /carrier-portal/assets/expenses/:id/edit
How to get there
Section titled “How to get there”Fleet → Expenses → (a record) → Edit Expense
Who can use this page
Section titled “Who can use this page”Needs: Edit permission on the Fleet module.
| Seat | Can open it |
|---|---|
| Owner / Admin | Yes |
| Manager | Yes |
| User | Yes |
Actions on this page and the permission each needs
Section titled “Actions on this page and the permission each needs”| Action | Permission | Notes |
|---|---|---|
| Cancel | Delete on Fleet | Must be granted on its own (not part of Manage) |
| Save changes | Edit on Fleet | Manage also grants it |
What this page tells you
Section titled “What this page tells you”An expense is a record — recording one moves no money.
What you see
Section titled “What you see”- Details
- Amount & Category
- Receipt
- Notes
- Expense card — Editing
- Steer tyre replacement — TRK-001 202609162337 (sample)
What you can do
Section titled “What you can do”- How this works
- Cancel
- Save changes
- Hide preview
- View receipt
- Take a photo with your device camera
- Take photo
- Choose file
- View & edit
Fields
Section titled “Fields”| Field | Required | Type | Example |
|---|---|---|---|
| Description | Yes | textbox | Oil change and filter replacement |
| Vendor | No | textbox | Quick Lube Express |
| Location | No | textbox | Phoenix, AZ |
| Date | No | textbox | MM/DD/YYYY |
| Truck (optional) | No | combobox | No truck linked |
| Trailer (optional) | No | combobox | No trailer linked |
| Category | Yes | combobox | Maintenance |
| Amount (USD) | Yes | textbox | 125.00 |
| Payment method | No | combobox | Credit Card |
| Tag as deductible | No | checkbox | |
| Notes | No | textbox | Any notes about this expense… |
When there is nothing to show
Section titled “When there is nothing to show”- “No receipt attached yet”
Loading, empty and error states
Section titled “Loading, empty and error states”Dropdown-Status state
Loading state
Popover-Guide state
Tooltip state
Last updated 2026-10-27