Appointment Expenses

Learn how to record Appointment Expenses

How do I record an Appointment Expense?

To begin recording an Appointment Expense, simply open an Appointment and then click the Manage Appointment Expenses button at the bottom of the screen to bring up the dialogue box.

Once selected, you can create a new Expense by selecting the + button on the right hand side of the screen, as shown below.

Once you have created a new Appointment Expense, you will be prompted to populate a number of fields detailing the break. Here, you can assign the relevant Date Information, the relevant Resource, the expense amount and write custom notes.

After you have populated the Expense fields, simply click the blue tick in the top right corner to finalise the expense.

Expenses will be stored as Expense Records against the Resource and will be accessible on the Resource Profile

Appointment Expense Actions

1. Attach Files

After you have completed and saved an expense, you can add any relevant files to the record. To do so, scroll to any saved expense and select the Attach Files button, as shown below.

This is a useful tool to track and verify expenses.