Guide to expenses

Halaxy

03 February 2023 04:51

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 Auto Payment processing fees, which you can export or print to use as tax receipts.

This article includes information on how to:

Add an expense
Set up a recurring expense
Delete an expense
Export or print your expense list

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

Click Finances > Expenses.
On the top right, click Add Expense.
Enter the details of the expense.
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.

Set up a recurring expense

If your practice has an expense that repeats at a schedule (such as rent), you can set up an existing expense to be a recurring expense.

To do this, follow the steps below.

Click Finances > Expenses.
Click the expense to open it.
In the bottom right, click Create as recurring expense.
Under the Expense Details section, enter the Start Date for the first instance of payment.
Under the Recurring Schedule section, enter the schedule you want the expense to repeat. (Optional: You can also enter an end date if the payments are set for a specific span of time.)
Click Save.

The recurring expense is saved to your expenses list and shown under the Type column as Recurring. The expense is debited according to the schedule you set.

Delete an expense

Click Finances > Expenses.
In the list, click the expense you want to delete.
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 your expense list or export to PDF

Click Finances > Expenses.
(Optional) Sort, filter, or customise your expense list to display the information you need.
In the top right, click the printer icon to export your expense list. This opens the expense list in a new tab in PDF format.
On the top right, click the icons to download or print the PDF file.

Export and save expense list as CSV file

Click Finances > Expenses.
(Optional) Sort, filter, or customise your expense list to display the information you need.
In the top right, click the export icon.
Save the expense list as a CSV file.