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 Finance using the left menu. Under Payrun, click on Expenses.
Click on the + Add button.
You will be redirected to the Create Expense page. Enter the required details such as:
Date
Staff
Participant (if applicable)
Total Expense
Description
Paid By
Attachment (upload receipt or supporting document)
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 Company, if the payment for this expense was made by the company or by staff but using the company card.
Once all details are completed, click Create.
Review expenses :
Login to the Care Diary login page and Go to Finance > Expenses.
Click on the expense entry you want to review. You will be redirected to the Edit Expense page where you can update details such as:
Status (Pending, Approved, Rejected, Unapproved)
Payment Reimbursed (Yes, No, Not Applicable)
Any other expense information
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
