How to add Custom Expenses

How to add Custom Expenses

The Custom Expense feature allows you to create transactions for your horses based on specified criteria. You are able to apply expenses for horses based on:
  1. Number of Days a Horse is in a specified Location/Status, in a time period
  2. Horse arrival date
  3. Horse departure date
  4. Horse races

To do that, in Finance page, click on + Add Expense then select “Custom Expense” option, dialog will be shown.



ADD EXPENSE BY DAYS IN LOCATION / STATUS

You are able to add expenses to your horses based on their days in a specified Location and Status.



  1. In create form, select “By Location/Status” in Criteria box.
  2. Fill in the period you intend to search in From/To Date.
  3. Add a condition about minimal day for the stay in Min Day(s)
  4. Input the Location/Status you want to search.
  5. The horses that match your search will then be listed in the drop down. Select the horse(s) you want to add expense to. 
  6. Fill in expense details as you do with single expense. 
  7. Click Save to finish.

Once done, each expense for each horse will be shown as a line item in Transaction list. 

ADD EXPENSE BY ARRIVAL

If you want to add expense for a horse due to its arrival, add a Custom Expense.

  1. In the form, select “By Arrival” in Criteria box.
  2. Fill in the arrival period you intend to search by filling in From/To date.
  3. Add Location you are searching for.
  4. The horses that arrived at the location in step 3 during the time defined by step 2 will be listed in the drop down. Select the horse(s) you want to add expense to. 
  5. Fill in expense details as you do with single expense. 
  6. Click Save to finish.
Once done, each expense for each horse will be shown in as a line item in the Transaction list. 

Note: The search works in Location History of the horse so Arrival date is defined as Start date of the horse at the searched location. 


ADD EXPENSE BY DEPARTURE

If you want to add an expense for a horse due to its departure, go to Custom Expense.


  1. In the form, select “By Departure” in Criteria box.
  2. Fill in the departure period you intend to search by filling in From/To date.
  3. Add the Location you are searching for. 
  4. The horses that departed the location in step 3 during the time defined by step 2 will be listed in the drop down. Select the horse(s) you want to add the expense to. 
  5. Fill in expense details as you would with a single expense. 
  6. Click Save to finish.
Once done, each expense for each horse will be shown in as a line item in Transaction list. 

Note: The search works in Location History of the horse so Departure date is defined as End date of the horse at searching location. 


ADD EXPENSE BY RACE

If you want to add an expense for a horse due to its race, go to Custom Expense.


  1. In create form, select “By Race” in Criteria box.
  2. Fill in the period you intend to search the races by filling in From/To date.
  3. The horses that completed the races during the time defined by step 2 will be listed in the drop down with the races. Select the horse(s) you want to add expense to.
  4. Select the date option you want to add the expense
  5. Fill in expense details as you do with single expense. 
  6. Click Save to finish.
Once done, each expense for each horse will be shown in as a line item in Transaction list. 

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