Money and reports
Income, expenses, transfers, and counting the drawer against the app.
Finance. Four tabs: Income, Expense, Transfers, Reports.
Income
Every payment, with the patient it came from and the account it landed in. Filter to today, this week, or a range you choose — the total and the entry count sit above the list, so “what did we take today?” is a glance rather than a calculation.
Opening on Today is deliberate. It’s the question the front desk asks most.
Expense
What the clinic spends, categorised. Worth recording as it happens rather than reconstructing at month end — the ₱800 for gloves is the kind of thing nobody remembers three weeks later, and the kind that quietly accounts for a lot.
Transfers
Money moving between your own accounts — the drawer being banked, GCash withdrawn. Not income and not an expense, because the clinic is no richer or poorer for it. Recording it as a transfer is what keeps both account balances true without inventing revenue.
Counting the drawer
The reason accounts are worth setting up properly. At the end of the day, the drawer’s total in the app is what should physically be in the drawer. If it isn’t, the entries are there to walk back through — with names, times, and who recorded each one.
A voided payment stays visible with its void recorded. Nothing vanishes, which is precisely what makes the count meaningful.
Reports
Readable in the app, without exporting anything to a spreadsheet first.
What follows the branch
If you have more than one branch, money belongs to the branch it was taken at, and a branch-assigned member sees their branch. A shared clinic-wide account is visible across branches, because it genuinely is one account.
Next: branches and who sees what.
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