Set Up Expenses

Expenses include any costs incurred by a Caregiver while providing service. The cost may be included in an invoice and billed and/or as a reimbursement via Payroll. This section covers how to set up expense values, record expenses, and include in billing and payroll.

Expenses are set up via the Reference Table Management function. Complete the steps below to setup a new expense.

  1. Go to Admin > Reference Table Management.

  2. Select Expense Type (under the Caregiver section) from the Reference Table field. Click Add.

    Adding an Expense Type

  3. The Add Expense Type window opens. Complete the required fields. Select the Billing and Payroll checkboxes to designate the new Expense as billable and/or payable.

    Billing and/or Payroll relatedfields are only required if the corresponding checkbox is selected.

    Add Expense Type Window

    Field

    Enter the…

    *Expense Type Name

    (Required) Name of the Expense.

    *Bill Rate

    (Required) Billing rate per unit for the Expense.

    *Billing Export Code

    (Required) Export Code to display on the Invoice.

    *Pay Rate

    (Required) Pay Rate per unit for the Expense.

    *Payroll Export Code

    (Required) Export Code to display on Payroll.

  4. Click Save to create the new Expense.