Adding, Editing, and Reporting Clinic-Wide Expenses

You can record clinic-wide expenses, such as office, laboratory, service, or cleaning costs, using two different methods.
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🧾 Method 1: Adding an expense from Profile

Steps:

1. From the left menu, click Profile > Add Expense.

2. In the window that opens, fill in the amount, currency, description, and payment status fields.

3. Save.

🧾 Method 2: Adding an expense from Current Accounts

Steps:

1. From the left menu, go to Settings > Current Accounts.

2. Click the "Add Account Movement" button in the top-right corner of the page.

3. In the window that opens, fill in the amount, currency, description, and payment status fields.

4. Save.

💡 If the "Paid" option is enabled, the system automatically creates two separate transaction records:

• Expense record → the expense itself

• Payment record → the payment for that expense

This is expected behavior and keeps financial reports balanced correctly.
If you only want to see paid transactions in reports, use the "Movement Type: Payment" filter.
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✏️ Editing an expense transaction

Steps:

1. Open the relevant organization from the Current Accounts screen.

2. Find the transaction you want to edit in the transaction list.

3. Scroll to the right and click the pencil icon (✏️).

4. Update the amount, date, or description.

5. Save → the new values are reflected immediately.

Example:

1,000 GBP → changed to 2,000 GBP
26 August → updated to 27 August
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🗑️ Deleting an expense transaction

Steps:

1. Find the record you want to delete in Current Accounts or Account Movements.

2. Click the trash icon (🗑️) on the right.

3. Select Delete on the confirmation screen.

4. The transaction is removed completely, and the relevant balance is updated automatically.

📊 Tracking from the Account Movements tab

• All expense, payment, and in/out transactions are listed here.

• You can easily find the record you need with the date filter.

• Edit → the amount or description can be changed.

• Delete → the transaction record is removed completely.
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📊 Tracking from the Expense Report

• All expense, payment, and in/out transactions are listed here.

• You can easily find the record you need with the date filter and other filters.

⚠️ Important note

• Be careful when deleting expense transactions; deleted records are removed from your reports and current account balances.

• Whenever possible, prefer editing instead of deleting.