The Expenses List page allows you to view all the expenses that you have added in your Halaxy account, which enables you to run high level profit and loss reports. To access the Expenses List page, click the Finance tab then click Expenses. You can search and filter columns to find the information you need, and also change the view to suit your preferences.
You can add an expense by clicking the Add Expense button and providing details about the expense, including the description, category, amount (and any taxes) and payment method. You can also specify whether the expense applies to the whole practice or to a specific practitioner or to a specific location, and you can also specify that the expense is a capital expense for accounting purposes.
If adding a Category, do not include commas, as this will restrict your search when you are creating Expense Reports.
Use the Search function at the top left to search for anything including expense description, category, payee etc. The list of expenses is then limited to show only expenses that meet your criteria.
Sorting and filtering expenses records
Fees are automatically listed in alphabetical order of description. You can click each of the column headings to re-order the expenses, for example, by category, description, payee, amount etc. Click in each of the columns to filter the Expenses List to show only particular records - for example, all expenses with the word ‘book’ in them.
Scrolling through pages
You can scroll through all the pages of your Expenses List listed by clicking through the page numbers at the bottom right of the fee table. Click first to go to the first page of records, and last to go to the last page of records.
Changing the view
You can change how this page appears in a number of ways and Halaxy dynamically remembers your view preferences based on the computer you are using. Click Choose Columns to add or remove columns shown. Click the Results per Page picker to select the maximum number of expenses you would like to see per page. Move columns by clicking on the column and dragging it to where you want the column to be.
Printing and exporting your Expenses List
Print your Expenses List by clicking the print icon at the top right of the screen. This creates a printer-friendly PDF file of the Expenses List; click Ctrl-P to print the list on your printer.
You can export your Expenses List to Excel by clicking the Export icon at the top right of the screen, which exports the Expenses List to a CSV file, which you can view and save in Excel.