When to use manual entry#
- One-off small invoice that you don't have in PDF (only text arrived by email).
- Cost without an invoice — e.g., small purchases, taxi, parking.
- Cost estimate for a future month.
For recurring invoices (payroll, rent, …) we recommend PDF import, it's faster.
Procedure#
Open the Costs section
Costs → Add cost manually.
Fill in the basic fields
- Name — short, e.g., "Sklik advertising January"
- Amount — you can enter it incl. VAT or excl. VAT (toggle)
- VAT rate — 21 / 15 / 12 / 0 %
- Category — Logistics / Marketing / Payroll / Operations / Other
- Date — when the cost arose
Optionally fill in supplier and note
The supplier is used for aggregation (e.g., all invoices from "Česká pošta" together). The note is just for you.
Save
The cost is immediately included in the margin dashboard.
Cost categories#
Margly has 8 system categories by which margins are calculated (see Understanding margins):
| Category | What goes in | Enters into |
|---|---|---|
| Logistics (logistics) | Freight, warehouse, storage | CM1 (Contribution Margin 1) |
| Shipping (shipping) | Delivery to customer (post, courier) | CM1 |
| Packaging material (packaging) | Boxes, filler, labels | CM1 |
| Marketing (marketing) | Agencies, copywriting, not PPC spend | Net margin (marketing_spend) |
| Operations (operations) | Rent, utilities, phone, software | Operating costs (opex) |
| Payroll (personnel) | Employees, part-timers, contractors | Operating costs (opex) |
| Returns (returns) | Cost of processing returns | Operating costs (opex) |
| Other (other) | Everything else (incidentals, reserves) | Operating costs (opex) |
You can also add custom categories specific to your e-shop — these are then mapped to one of the 8 system categories for calculations.
Bulk actions#
In the cost list you can:
- Bulk select and delete (e.g., accidental duplicate import).
- Change the category of several rows at once.
- Export to CSV (Professional+).
What's next#
- PDF import — for recurring invoices
- Understanding margins — how Margly converts costs into margin