PharmacyCopilot Docs

Expenses List

Every expense recorded in your workspace.

Lists every expense — filterable by category, location, and date.

Recording an expense

  • Location and category (both required)
  • Amount (required)
  • Payment method (required)
  • Expense date
  • Description (required)
  • Receipt — attach a photo/scan, see Uploading an Expense Receipt
  • Recurring — mark as recurring with a frequency (daily, weekly, monthly, yearly)

Open a row for Expense Detail.