The Expenses page
The Expenses page (/expenses) is where you track money spent by your clinic, such as supplies or operating costs. It's a location-filterable list you can add to, edit, and filter by date.
What you'll learn
- How to add a new expense
- How to categorize an expense
- How to filter expenses by location and date
The Expenses page showing a list of expenses with date, category, location, and amount columns, plus location and date filters.
Adding an expense
1
Open Expenses
Go to the <strong>Expenses</strong> page.
2
Start a new expense
Click <strong>Add Expense</strong>.
3
Fill in the details
Enter the amount, date, location, and a category for the expense.
4
Save
Click <strong>Save</strong> to add it to the expense list.
Filtering the expense list
- Filter by location to see expenses for a single clinic location.
- Filter by date range to review expenses for a specific period.
- Combine filters to narrow the list to exactly what you need for reconciliation or review.
Frequently asked questions
Yes. Open the expense from the list to update its amount, date, location, or category.
Clear the location filter, or select all locations if your clinic operates more than one, to see the combined expense list.
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