Care Diary allows you to manage expenses. Adding Expenses to Care Diary is very easy. Just follow the instructions given below:
Login to the Care Diary login page and go to Company -> Expenses using the left menu. Once you are on the Expenses page, click on the Add button.
Then you will be redirect to Create Expense form, you can add the following details and then click on the Create button.
Please use the Paid By field as follow:
Select Staff, if the payment for this expense was made by staff and they need reimbursement.
Select Participant, if the payment for this expense was made by the participant or by staff but using participants pocket money.
Select Staff, if the payment for this expense was made by the company or by staff but using the company card.
Review expenses :
Login to the Care Diary login page and go to Company -> Expenses using the left menu. Once you are on the Expenses page, click on the entry you want to review.
Then you will be redirect to Edit/View Expense form, here you can update the expense details and then click on the Save button.
Please note:
By default, the status of every expense entry is Pending. You can review and manually update the status
You can also update the Payment Reimbursed
