Add an Expense to the Expense Master Report

Expenses can be very quickly added to the Expense Master Report so that they can be easily tracked. This could be used for all Practice expenses or just for managing the Petty Cash.

 

Go to the Reports Module

Click on Expense Master Report

Use the blank line at the top of the results list to add an expense

 

 

Enter in the Date by either typing it in or clicking on the drop down and selecting a date from the Calendar

Select the Category

Set these up in Data Maintenance

Add a description of the expense

Enter in the total amount

Tick the GST included tickbox if applicable

The GST Amount will be automatically calculated

Press enter to add the line

 

 

After adding a line(s) click Save Changes to save the entries. If you are entering a lot of expenses click Save Changes periodically as you go.