Monthly expense settings - Dentolize & Medicolize University

➕ Add a monthly expense

Click New Monthly Expense: enter the Name, Amount, Type (for example Salary or Rent), the User for salaries, the Branch, and a description. Tick Mark Expenses as Paid and choose the Payment Type to record the payment automatically. Keep it Active.

On the 1st of every month (early morning), each active monthly expense with an amount is created automatically, dated the last day of the previous month:

Salaries: for a Salary expense linked to a user, the month’s advances are subtracted and the user’s bonuses and deductions from the Salary Hub are applied.

Paid automatically: with Mark Expenses as Paid, a payment is recorded from the branch’s default treasury for the chosen payment type (see Branch Treasury Settings). If All transactions must have a treasury is on and there’s no treasury, the expense is left unpaid.

Amount 0: monthly expenses with an amount of 0 are skipped.

Doctors with Add to Expenses in their user settings already get a salary expense every month. Don’t also add a Salary monthly expense for them, or their salary is counted twice.

⚙️ Generate expenses

Click Generate Expenses to create expenses for a period yourself. Choose the dates (up to one month), the branch, and whether to Include Monthly Expenses and Include Salaries (calculated from each doctor’s percentage or salary settings). Review and edit the list, then click Create Expenses. They’re created as unpaid.

Active monthly expenses are already created automatically each month. Generating them again for the same month creates duplicates.