How do I define an expense item from the app?

An "expense item" is a pre-defined expense that you set up once and use again and again to record:

  • an expense that you wish to charge to a client
  • an item that you sell to clients

For example, you may charge mileage for home visits and your standard rate might be 40p/mile.

In the WriteUpp mobile app you can define an expense item when you log an expense. To do this:

  1. Select an active patient
  2. Tap on the menu at the top right and select Expense:
    Image_2019-02-15_at_4.34.06_pm.png
  3. Enter the name of the expense item and the cost and a VAT rate if appropriate:
    Image_2019-02-15_at_4.51.11_pm.png
  4. Scroll down the page and toggle the Save This As A Template switch to green:
    Image_2019-02-15_at_4.52.57_pm.png
  5. This will save the expense item for future use and you will be able to select it from the Use A Saved Template drop-down next time you log an expense.

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