What is the difference between an Expense adjustment and an expense voucher?

An Expense adjustment changes the customer billing on the booking. An expense voucher under Books › Expenses records money you actually paid out and posts to an expense ledger.

Can an adjustment have tax?

The adjustment changes the Total Amount excl. tax; tax is applied on the invoice through its Tax Rate.

Docs · Settings and users · How-to

Set up adjustments

You will have a named list of extra charges and deductions that staff can add to a booking or a quotation with one pick, each marked Income or Expense so it lands on the right side of the trip profit.

Open NShine ERP All docs

An Adjustment is a named extra line on a booking’s Customer Billing or on a Sales Quotation or Purchase Order: toll charges, halting charges, unloading charges, commission charges, extra hours, extra kms, parking charges. The Adjustments tab under Settings holds the list. Each has an Adjustment Name, an Adjustment Type (Income or Expense) and Is Active.

Income adjustments add to what you bill the customer. Expense adjustments reduce the amount or record a deduction. Using the list instead of free text keeps the names consistent so reports can total them.

Before You Start

A list of the extras you bill and the deductions you allow, in the words your customers see on invoices.
Agreement on which are Income (billed to the customer) and which are Expense (deducted or borne by you).

Steps

Open Settings › Adjustments and click Add.
Enter the Adjustment Name as it should print on the invoice. For example "Halting charges" or "Unloading charges".
Choose the Adjustment Type: Income or Expense. Income raises the customer’s total; Expense lowers it or records a deduction.
Leave Is Active on and save. Repeat for each adjustment.
On a booking, open Add Amounts › Customer Billing, pick the Adjustment and enter its amount. The Total Amount excl. tax updates; the profit panel shows the effect on Revenue.
On a Sales Quotation or Purchase Order under Bookings › Quotes & Orders, use the Adjustment line below the items in the same way.

Fields On This Screen

Field	What to enter	Required
Adjustment Name	The charge or deduction as it prints	Yes
Adjustment Type	Income or Expense	Yes
Is Active	Off hides it from new bookings and quotations	Yes

What This Changes

The Adjustment dropdown on Add Amounts › Customer Billing and on quotation and purchase order forms lists the adjustment.
An Income adjustment increases the booking’s Total Amount excl. tax and the Revenue line of the profit panel; an Expense adjustment reduces it.
The amount flows to the customer invoice line for the booking and so to Amount to Receive.
Booking reports and the Vehicle Profit/Loss report include the adjusted totals.

Tips

Keep separate adjustments for separate reasons; one "Other charges" line hides what you are really billing.
If a charge is a cost you pay rather than something you bill, record it under Books › Expenses with Related To set to the booking, not as an adjustment.
Switch Is Active off on an adjustment you stop using; past bookings keep it.

Frequently asked questions

Need Help?

Chat with the NShine ERP support team on WhatsApp at +91 79950 87755, or ask from inside the app. Last checked 9 November 2026 against app.nshineerp.com.