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Bookkeeping tracks facility-level income and expenses beyond automated billing sync.

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Open bookkeeping

Go to Finance → Bookkeeping.

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Ledger

The ledger combines:
  • Paid billing charges and payments
  • Logged expenses (with optional receipt upload)
  • Other revenue (grants, donations, reimbursements)
Filter by date range and reconciliation status.

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Log an expense

1

Open the Expenses tab

From Bookkeeping, select Expenses.
2

Add expense

Enter vendor, category, amount, date, and payment method.
3

Attach receipt

Upload a receipt image or PDF when available.

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Other revenue

Use Other revenue to record non-resident income. Categories include grants, donations, and insurance reimbursements.

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Profit and loss

Generate P&L reports for a date range to review facility financial health (Manager and Administrator).

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Permissions

Treat financial data as sensitive. Limit bookkeeping access through Role permissions if needed.