Create and assign fee categories

When you assign categories to fees, your finance reports generate a more detailed breakdown of your accounts, giving you a fuller oversight of your practice. You can also assign fee categories to sync to different revenue charts of accounts in your integrated accounting package.

Depending on the type of practice you are running, every profession will have different fees. With Halaxy, we have a preset list of fee categories or you can create your own fee categories.

Assign a fee category

  1. Click Finances > Fees.

  2. Add a new fee or click an existing fee in the Fees List.

  3. For Category, select a category for your fee in the dropdown.

    On the Fee edit screen, a drop-down menu labelled Category is selected.
  4. Click Save Fee.

The fee now appears under the selected category in finance reports.

Create and manage fee categories

  1. Click Settings > General.

  2. Under the Appointment Settings section, next to Fee Category List, click View All.

    Fee-Categories-01.png
  3. In the pop-up, tick the Active checkbox for the fee categories you want to include as available options.

    Fee-Categories-02.png
  4. On the right column, click Add Category to create your own fee categories, then tick their checkbox to mark them Active.

  5. Click Save.

When creating or editing a fee, you will be able to assign any category marked as Active to the fee.

Sync fee categories to your external accounting package

If you have integrated your accounting package with Halaxy, you can assign different fee categories to go to different revenue charts of accounts in your accounting package.

To do this, follow the steps below.

  1. Click Settings > Payments.

  2. Under the Accounting section, next to your accounting package, click the Icon-Edit.svg edit icon.

    Fee-Categories-03.png
  3. In the pop-up, under Revenue chart of accounts, click Add New.

    Halaxy fee categories are on one column; Xero charts of accounts are on the other.
  4. On the left column, select the Halaxy fee category to sync.

  5. On the right column, select the revenue chart of accounts you want to sync revenue from the selected fee category. The available options are based on the settings in your external accounting package.

  6. Click Submit.

All revenue from fees in the selected fee category will be synced into the selected revenue chart of accounts in your account package.

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