How do I define an expense item?

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 burger menu (three horizontal lines at the top left)
  3. Click on "Expense", see below:

  4. Enter the name of the expense item and the details of the costs.

  5. Scroll down the page and tap the "Save This As A Template" switch
  6. 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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