Introduction
Daily Expenses Report:

1. Displays the expenses of your clinic per branch.

 (Daily Expenses) report could be accessed from:

• Analytics >> Financials >> Daily Expenses.

Filtration
– (From) and (To) fields enables user to select the required date range.
– Date filtration depends on the Transaction Date.
– Default Selection: Today’s Date.

Note: The number of days between ‘From’ date and ‘To’ date can NOT exceed 31 Days.

–Method: Cash , Credit Card , Check and All.

Content
Header
At the report’s header the following value is displayed:

– Label (Total): Displays the total amount (value) of expenses listed in the report within the selected date range.

Body
Expenses data are displayed in a grid view whose columns are:

• Date
  – Displays the date and time when the expenses transaction has been performed within the selected date range.
  >> N.B.: This field got updated if user updates the (Date) field in the “Edit Expense” page.
• Category
  – Displays the name of category where the expenses relate to it (Ex. Rent, Bills …etc.).
• Item Code
  – Displays the value of Expense Code.

Note That If The Transaction is:

1. Expenses then it will display the code of each expense item (This “Code” is displayed in the ‘Edit Expense’ page in Settings module).

Note: To Access page “Edit Expenses” Settings >> Accounting >> Expenses >> “Edit” icon >> Edit Expense 

• Item
  – Displays the name of item selected from the selected category where the expenses relate to it.
• User
  – Displays the User’s name who created the expenses transaction.
• Amount
  – Displays the amount of paid expenses.
  – At the table’s footer there is label (Total) that displays the total value of all expenses in the (Amount) column.