Expenses

The Expenses feature in MediRecords allows practices to record and track outgoing payments, making it easier to reconcile your bank balance and maintain accurate financial records. By logging expenses directly in the system, you ensure that every payment is accounted for, linked to the correct account, and reflected in your practice’s journal for clear oversight of financial activity.

With expense tracking built into MediRecords, you can quickly add new expenses, manage GST, and search or filter past records, helping your practice stay organised and compliant while saving time on administration.

Contents:

1. Lodging an Expense

2. Searching Expenses 

3. Filtering Expenses

4. Editing an Expense

5. Deleting an Expense
    

Lodging an Expense

1. In Accounts, select Expenses to view all practice expenses recorded since the last reconciliation.
   
   
    
2. Select New Expense.
   
   
    
3.  Complete the Expense form, Then select Save
   
   
    
4. The new expense will now appear in your Expenses list.
   
    
5. Your new expense will also appear in your practice's Journal which keeps track of all incoming and outgoing payments in your practice.
   

Searching Expenses

Type the keyword into the search bar and click the Search icon.


 

Filtering Expenses

1. To filter the Expense list, click the Filter dropdown to view options based on the payment date.
   
   
   
    
2. You can also filter by clicking the Date or Type headers to arrange the list in your preferred order.
   

Editing an Expense

1. To edit an expense, check the box next to the item you want to modify and then select Edit Expense.
   
   
    

2. Make your required changes, and then click Save.
   
    

Deleting an Expense

1. To delete an expense, check the box next to the item you want to remove and then select Delete.
   

    
2. When the confirmation pop-up appears, select Yes to confirm.
   

Need assistance, please contact MediRecords support on 1300 103 903 during business hours OR email Support@medirecords.com