Expense

Expense refers to any transaction that takes money away from the clinic.

TIP: Keeping track of your expenses is a very important part of managing a dental clinic. Not only it helps you have a reference for previous transactions, but it also shows you what category you have spent a lot and what your unnecessary expenses are.

How to add an expense?

Adding an expense transaction in our app is very easy. Just click the "Add Expense" in the finance section.

Add Expense

A popup will appear once you click "add expense" and that is where you will put the following transaction details:

  • DATE - Date the transaction occurred

  • CATEGORY - Category of the expense

  • DESCRIPTION - Description of the expense

  • REMARKS - Remarks

  • ACCOUNT - The financial account used to make the expense

  • AMOUNT PAID - The amount paid

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