Expenses are everything you pay to run the pharmacy apart from buying medicines: rent, electricity, internet, cleaning, delivery and more.
Recording an expense
- Open Accounts, then Expenses and press Record an expense.
- Choose the category (rent, electricity, water, internet, food, maintenance, cleaning, supplies, transport, government, salaries, other). You can add a new category from the same sheet.
- Type the amount, date and payment method (cash, bank transfer, wallet or card).
- Optionally: the payee, description and reference, and a photo of the bill.
- Save.
Month by month
The page shows the month's expenses with the total of each category, a comparison with the previous month, and filters by category and branch.
Cancelling, not deleting
A wrong expense is voided, not erased: it stays in the record marked "voided" with who voided it and why, and no longer counts in the totals.
Permissions
Viewing expenses is one permission, and recording and editing them is another ("Manage expenses").
How it connects to profit
Expenses go into the profit report so you know the net profit after costs. Salaries paid from the payroll page are recorded here automatically under "salaries". Read Reports.
An expense paid from the drawer (such as a delivery or tea) is recorded by the cashier in their drawer.