Documentation
User manuals
Expenses
The record of the clinic's operating expenses, with the option to add stock when the expense is an inventory purchase.
Available to: Owner
Log an expense
- 1Click “New expense.”
- 2Choose the Category (or add a new one by typing it and clicking “Add”), the Date, the Total amount, the Currency (HNL/USD), and the Payment method.
- 3Fill in Supplier/payee, Reference, and Description as needed.
- 4If the expense is an inventory purchase, open “Products (inventory entry)” and add lines with “+ Product line” (product, quantity, and unit cost): each product's stock increases automatically when you save.
- 5Click “Log expense.”
Illustrative example
L 4,200
Total expenses
L 850
Pending
Category
Medical supplies
Amount
L 850.00
Simplified preview for illustration only. Not an actual screenshot of the system.
Tips
• Choosing credit payment reveals the Expected payment date field.
• The “Match total amount” button adjusts the Total amount to match the sum of the product lines.
• The main list shows cards with the Total, Paid, and Pending amounts.