CLINICS & PRACTICES ERP · MICROERP GUIDEExpenses.
Expenses.
Help & documentation.
Review expense claims, policy checks, approvals and reimbursements.
Open Expenses in four steps.
- Sign in to Clinics & Practices ERP. Use clinics-practices.easymanagex.com/login with the account your organisation’s administrator created for you.
- Choose Expenses. Pick it from your Clinics & Practices ERP workspace, or go straight to clinics-practices.easymanagex.com/expense/dashboard. The same sign-in opens every MicroERP you have access to.
- Start from Employee Expense Home. The left sidebar lists every screen, grouped the way this guide groups them below.
- Jump with search. Use Search anything (⌘ K) in the top bar to go to a screen or record. Help & docs in the top bar brings you back here.
Every screen, by sidebar section.
35 screens in 6 sections. Each link opens the screen in your Clinics & Practices ERP workspace; you see only what your role allows.
Home
Expenses
Claims
Cards
Insights
- Overview
/expense/insights - Spend
/expense/insights/spend - Categories
/expense/insights/categories - Merchants
/expense/insights/merchants - Projects
/expense/insights/projects - Reimbursements
/expense/insights/reimbursements - Approvals
/expense/insights/approvals - Cards
/expense/insights/cards - Policy
/expense/insights/policy
Why it suits Clinics & Practices.
Expenses is suggested in the Clinics & Practices ERP workspace because it covers these everyday workflows:
What you can see depends on your role.
Expenses checks your role on every screen and action. If a screen from this guide is missing, or a button is unavailable, ask your organisation’s administrator to review your access to Expenses. Your data stays inside your own organisation.