Sorting and Exporting your Fees List

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The Fees List page allows you to view and manage all the fees you have added to your Halaxy profile.

To access the Fees List page, click Finances > Fees. You can search and filter columns to find the information you need and also change the view to suit your preferences.

Adding a new fee

You can add a fee to your Fees List by clicking New Fee at the top right of the page.

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Please see this related article for a comprehensive guide on adding new fees.

Editing and updating an existing fee

You can edit and update a fee by clicking the fee on the Fees List, making the changes required and then clicking Save Fee at the bottom of the page.

Please see this related article for a comprehensive guide on editing and updating existing fees.

Searching

Use the Search function at the top left to search for anything, including fee name, funding body, appointment duration, etc. The list of fees is then limited to show only fees that meet your criteria. You can use the search and filter functions to create a list of all fees for a particular funder or a particular clinical function.

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Sorting and filtering fee records

You can click on a column headings to re-order the list (for example, by funding body, duration or fee name). Similarly, click in a column header and enter a specific word to filter the Fees List so that only results matching that word appear - for example, all fees with the word ‘consultation’ in them.

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Choosing columns and sizing pages in the Fees List

You can scroll through all the pages of your Fees 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.

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Changing the view

You can change how this page appears in a number of ways. Halaxy dynamically remembers your view preferences based on the computer you are using. Click Choose Columns to add or remove columns shown.

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Click the Results per Page picker to select the maximum number of fees you would like to see per page.

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Move columns by clicking on the column and dragging it to where you want the column to be.

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Printing and exporting your Fees List

Print your Fees List by clicking the print icon at the top right of the screen. This creates a printer-friendly PDF file of the Fees List; click Ctrl-P to print the list on your printer.

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You can export your Fees List to Excel by clicking the Export icon at the top right of the screen, which exports the Fees List to a CSV file, which you can view and save in Excel.

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