Expenses
Record clinic spending, sort it by category and branch, and automate recurring bills
Record everything going out: rent, salaries, supplies, utilities, one-off purchases. Expenses feed the Income statement and Cash flow. Navigate to Dashboard → Finance → Expenses.
The tab shows Total expenses for the selected range above the list.
Adding an expense
Tap Add expense and fill in:
| Field | Notes |
|---|---|
| Category | Required. Search, or type a new one and tap Add |
| Subcategory | Optional |
| Description | Optional details, such as vendor or invoice number |
| Amount (EGP) | Required, more than 0 |
| Payment method | Cash, card, InstaPay, transfer, or other |
| Date | Required |
| Branch | A branch, or all branches (multi-branch clinics) |
| Recurrence | One-time, weekly, monthly, quarterly, or yearly |
| Ends on | Optional, for recurring expenses |
Recurring expenses
Choose a recurrence other than One-time and Docistra adds a new copy of the expense automatically on each due date, until the end date if you set one.
Tap Manage Recurring to see every recurring expense with its next due date and end date, and to edit one.
Use recurring expenses for fixed amounts like rent or salaries. For bills that change, like electricity, add them one at a time with the real amount.
Filtering
Filter the list by category or branch, together with the date range at the top.
Editing and deleting
Tap the pencil icon on any expense to edit it, or the delete icon to remove it. For a recurring expense, choose:
- This occurrence only
- Stop recurring (keep past)
- Delete everything
Adding, editing and deleting expenses needs the Add and edit expenses permission (Roles & Permissions). Seeing the tab needs See Finance. A member limited to some branches sees only those branches' expenses (not the ones for all branches), and can't record one for another branch.
Automatic expenses
Docistra adds some expenses by itself: dental lab orders (Dental labs), stock received (Supplies), doctor share payouts (Doctor shares), and paid payroll (Salaries and Doctor shares).
Salaries
Above the list, the owner sees the switch Show salaries to everyone who sees Finance. It's off by default.
- Off: Salaries expenses show only to the owner and whoever has See and pay salaries. Others don't see those rows or the Salaries category, and the Income statement adds them to Other running costs, so the totals stay right.
- On: everyone who sees Finance sees the salaries.
With a small team, a salaries total tells everyone what each person earns. Keep it off unless your finance people need the detail. You can also answer this in Clinic decisions.