Creating an Expenditure

Please Note: This article relates to both the TM2 and TM3 versions of the desktop software.

This guide will show you how to create an expenditure within TM2/TM3. Included below is;

  • Creating and Expenditure
  • Creating A Category
  • Linking a Supplier
  • Setting a Recurring Expense.
Creating an Expenditure

You are able to create expenditures within TM2 that will allow you to record out-goings within the clinic.

To do this

  1. Go to Finances - Expenditure
  2. Right-Click the Expenditure Screen - New Expense
  3. An Expenditure Details window will appear
  4. Enter Details of the Expenditure

Creating a Category

You are able to create categories for your expenditure, allowing you to define the type of expense within the system.

To do this

  1. Go to Tools - TM2 Options
  2. Lookups & Labels - Lookups
  3. Select Expenditure Category
  4. Add a Category and press Add New Lookup

The next time you open an Expenditure, you will be able to select this category from the Category drop-down menu. 


Linking a Supplier

You are able to link Suppliers to the expenditure to record who your outgoings are being paid to.

To do this

  1. Go to Finances - Expenditure
  2. Open an existing Expenditure
  3. Select a Supplier from the Supplier drop down menu

You are also able to create a new supplier by clicking on the New button beside the Supplier drop down.


Setting a Recurring Expense

You are able to set a recurrence pattern on the expense. 

To do this

  1. Go to Finances - Expenditure
  2. Open an existing Expenditure
  3. On the right of the expenditure check the I would like to create a recurring expense
  4. Set the total times the expense will recur
  5. Set how often the expense will recur