Expenditure Management Help Guide
Expenditure Management is an optional PPS Module. With it you can record the expenses of your business, from sundries, to gas and electric bills - even staff wages. Furthermore from the information that you input into the system, you can run reports based on the criteria and details of your expenses.
Adding an Expense to the System
c. Firstly you will need to create the supplier. Click on the Add button next to ‘Supplier’.
d. The list will be empty if this is the first time selecting a supplier. Click on the Add button to bring up the following screen.
e. In this screen you will need to add in the various details of the supplier. The term supplier can be used loosely as the ‘Supplier Name’ field can be used for anything, from a supplier of stationary, to your own companies name if you are recording wages from a cleaner.
Details in here are not mandatory, but it is important to fill in the Supplier name, Unique ID and Expense Type. Once done click on Save. This ‘Supplier’ will now be added to the list.
f. Now you will have to fill in the following fields. Inputting data into these fields is not mandatory, but the more details you record, the more options you will have for your accounts along with further ability to define your various reports via breakdown and criteria options.
g. Once you have a few expense items recorded, from the main screen, you can filter on Supplier, Practioner and Expense types, along with altering some of the columns by clicking on their grey border.
Using the Practice Expenditure Report
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