Creating an Expenditure

Note

This article relates to both the TM2 and TM3 versions of the desktop software

This guide will show you how to create an expenditure within TM2/TM3. Included below is;

• Creating and Expenditure
• Creating A Category
• Linking a Supplier
• Setting a Recurring Expense.

Creating an Expenditure

You are able to create expenditures within TM2 that will allow you to record out-goings within the clinic.

To do this

1. Go to Finances - Expenditure
2. Right-Click the Expenditure Screen - New Expense
3. An Expenditure Details window will appear
4. Enter Details of the Expenditure

Creating a Category

You are able to create categories for your expenditure, allowing you to define the type of expense within the system.

To do this

1. Go to Tools - TM2 Options
2. Lookups & Labels - Lookups
3. Select Expenditure Category
4. Add a Category and press Add New Lookup

The next time you open an Expenditure, you will be able to select this category from the Category drop-down menu.

Linking a Supplier

You are able to link Suppliers to the expenditure to record who your outgoings are being paid to.

To do this

1. Go to Finances - Expenditure
2. Open an existing Expenditure
3. Select a Supplier from the Supplier drop down menu

You are also able to create a new supplier by clicking on the New button beside the Supplier drop down.

Setting a Recurring Expense

You are able to set a recurrence pattern on the expense.

To do this

1. Go to Finances - Expenditure
2. Open an existing Expenditure
3. On the right of the expenditure check the I would like to create a recurring expense
4. Set the total times the expense will recur
5. Set how often the expense will recur