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.

Need More Help?

We understand that not everything is black and white, so if you need some help, click "Submit A Request" ticket and one of our team will help you out as soon as possible.

Have more questions? Submit a request


Please sign in to leave a comment.