If you make a mistake when entering an expense into Cliniko, you can edit it! To do so, follow the steps outlined below.
☝️Note: This function is only available to Administrators, Power Receptionists, and Bookkeepers.
Edit an Expense
Within the Expenses tab, find the one you want to edit, and select it:
Hit the Edit expense button at the top of the page:
On the next page, make the adjustments, and hit the Update expense button:
All done! 🎉You'll now see that updated expense:
☝️Note: If the expense is related to a product and you update the stock level while editing the expense, the stock level will automatically be updated on the corresponding product.
Need to remove an expense completely? No sweat! Head over here to learn now.