Expense Management

The first step for enabling expense charges is to configure the Service Type. These are setup via Administration > Service Types and need to be of Type 'Expense'. You can also allocate a fix cost via the pricelist if required. 

Once the service type is created you can optionally expense these from the shift form on the Schedule Board via the expense section at the bottom.  

This will allow you to set a description, qty and rate for the expense as well as select which clients need to be charged. 

Support Workers will also be able to record expenses for a client via the mobile app including whether these need to be reimbursed.