To add expenses to a service user's visits, please follow these steps.
Click Service User, then click Service User.
Select Find, then select the relevant service user record.
From the QuickLinks, click Service Orders.
Select into the Order.
Select into the Service Requirement Details Tab.
Select the service requirement.
From the QuickLinks, Select Expenses.
Select the plus icon.
Complete the relevant fields.
Select Save.
Once saved, these expenses will appear within the visits.
📌Note: that Expenses won't appear in the payroll or invoice as items that you created it for. For example, if you created an expense to pay for travel, the amount will not appear under travel, but will still be an expense instead.
To add an adhoc expense on a visit please follow the below.
Go to the Planning screen.
Locate the visit.
Double click the visit.
Under Quick links go to Expenses.
Click on the plus button and enter the details.