Finance Income and Expense Bills - hmislk/hmis GitHub Wiki
Supplementary Income and Expense Bills
Introduction
Supplementary income bills and expense bills record miscellaneous financial transactions that do not originate from patient billing — for example, rental income or operational expenses paid from the cashier. These are distinct from patient bills and are used for internal accounting.
Navigation
Main Menu → Financial Transaction Manager → Income and Expense tab
Adding Supplementary Income
- Click Add Supplementary Income →
cashier/income_bill.xhtml. - Fill in the fields and click Save.
- Print from
cashier/income_bill_print.xhtml.
Income Bill Fields
| Field | Description |
|---|---|
| Date | Transaction date (defaults to today) |
| Amount | Income amount |
| Payment Method | Cash, Cheque, etc. |
| Income Category | Type of income |
| Department | Receiving department |
| Description | Narrative for the income |
Cancelling an Income Bill
Find via Trace Income and Expense → click Cancel → cashier/income_bill_cancel.xhtml. Print cancellation from cashier/income_bill_cancellation_print.xhtml. Reprint from cashier/income_bill_reprint.xhtml.
Adding Expenses
- Click Add Expenses →
cashier/expense_bill.xhtml. - Fill in the fields and click Save.
- Print from
cashier/expense_bill_print.xhtml.
Expense Bill Fields
| Field | Description |
|---|---|
| Date | Transaction date |
| Amount | Expense amount |
| Payment Method | Payment used |
| Expense Category | Type of expense |
| Department | Department incurring the expense |
| Description | What the expense was for |
| Payee | Who was paid |
Cancellation: cashier/expense_bill_cancel.xhtml, cancellation print and reprint available.
Tracing Income and Expenses
Click Trace Income and Expense → cashier/trace_income_expenses.xhtml. Filter by date range, department, or category to view all supplementary transactions.
Channelling Income and Expense Bills
Channelling sessions have separate income and expense bills:
| Menu Item | Privilege | Page |
|---|---|---|
| Channel Cashier Transaction → Income | ChannelCashierTransactionIncome |
channel/channel_income_bill.xhtml |
| Channel Cashier Transaction → Income Bill Search | ChannelCashierTransactionIncomeSearch |
channel/channel_income_bill_search_own.xhtml |
| Channel Cashier Transaction → Expenses | ChannelCashierTransactionExpencess |
channel/channel_expenses_bill.xhtml |
| Channel Cashier Transaction → Expenses Bill Search | ChannelCashierTransactionExpencessSearch |
channel/channel_expenses_bill_search_own.xhtml |
Technical Reference
| Item | Detail |
|---|---|
| Controllers | FinancialTransactionController, CashInController, CashOutController |
| New income | navigateToNewIncomeBill() |
| New expense | navigateToNewExpenseBill() |
| Trace | navigateToTraceIncomeExpenseBills() |
| BillType | CashIn, CashOut |