1. Halaxy Help Guide
  2. Account and Settings
  3. Your Practice

Guide to expenses

Tracking expenses at your practice allows you to run high-level expense reports, and profit and loss reports. Your expense list also contains your receipts for Halaxy credits and payment processing fees, which you can export or print to use as tax receipts.

Tip

Does your practice use an existing accounting software? Your Halaxy expenses can be seamlessly synced with Xero, Reckon One or QuickBooks.

Add an expense

  1. Click Finances > Expenses.

  2. On the top right, click Add Expense.

  3. Enter the details of the expense.

    • Practitioner: Select Whole practice if the expense for all practitioners. Select a practitioner if the expense is only for an individual practitioner.

    • Clinic: Select a location if the expense is for a specific location. Leave blank/unselected if it applies to all locations.

    • Date: Enter the date the expense was made.

    • Paid To: Enter the name of the supplier or payee you paid for this expense.

    • Category (optional): Enter a category for this expense, if you track your expenses with reports.

    • Attachments (optional): Upload a file for this attachment - such as a receipt.

    • Product Details: Add the product name, quantity, amount paid and tax rule. Select the payment method.

  4. Click Save.

Caution

When adding a Category, do not include commas because this will restrict your search when you create expense reports. We recommend using just one category.

Tip

Do you have a regular expense for your practice, such as rent or utilities? Let Halaxy record them automatically by setting up recurring expenses.

Delete an expense

  1. Click Finances > Expenses.

  2. In the list, click the expense you want to delete.

  3. In the top right, click Delete.

Note

You cannot delete a Halaxy receipt. This includes receipts for payment processing fees or Halaxy credit purchases.

Export or print your expense list

  • Export to PDF

    1. Click Finances > Expenses.

    2. (Optional) Sort, filter, or customise your expense list to display the information you need.

    3. In the top right, click Export & Print > Export to PDF > Export List.

      Lists-Export-PDF.png

    4. Save the exported PDF file to your computer to print.

  • Export to CSV

    1. Click Finances > Expenses.

    2. (Optional) Sort, filter, or customise your expense list to display the information you need.

    3. In the top right, click Export & Print > Export to CSV > Export List.

      Lists-Export-CSV.png

    4. Save the expense list as a CSV file.

Updated

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