How do I define an expense item from the app?

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 menu at the top right and select Expense:

3. Enter the name of the expense item and the cost and a VAT rate if appropriate:

4. Scroll down the page and toggle the Save This As A Template switch to green:

5. 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.

You can download the WriteUpp app from either the Apple App Store or the Google Play Store.

Updated on: 09/08/2022