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.

    The Edit Expense page
  3. Enter the details of the expense.

  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. At the top right, click Delete.

Note

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

Export or print your expense list

  • Print or 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 the Icon-Printer.svg printer icon to export your expense list. This opens the expense list in a new tab in PDF format.

      Expense-Print-01.png
    4. On the top right, click the icons to download or print the PDF file.

  • 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 the Icon-Export.svg export icon.

      Expense-Export-01.png
    4. Save the expense list as a CSV file.

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