Guide to Finance reports

Finance reports track a range of financial performance parameters, including income, profit and loss, unpaid invoices, and more.

To run, save or view finance reports, click Reports > Finance in the sidebar.

Types of Finance reports

You can create the following reports under this category:

Report Type


Auto Payments

Track payments that have been electronically processed through Halaxy, with transfer dates, receipt numbers and links to the invoice.

Business Activity Statement (BAS)

Calculate your inputs into your monthly or quarterly BAS for reporting your GST and PAYG instalments.

(AU only)

Credit card expiry

See when patients' credit and debit cards will expire.


Track deposits and prepayments that patients and organisations have made, including which invoices that deposits have been allocated to and the total value of unallocated deposits


Track all the expenses that you have entered into Halaxy over a particular period of time.

Halaxy credit usage

Tracks how you are using Halaxy credits


Track the revenue/fees that are paid for a particular period of time (income date is based on when the payment was recorded or marked as paid). Includes breakdown by payment method and invoice due date (if applicable).


Track and review all invoices regardless of whether the invoices have been paid or not. Invoice date is based on the associated appointment/invoice line (or the invoice creation date if there is no appointment). Includes due date if applicable.

Invoice reports can be filtered to show or hide voided and written-off invoice lines to help track bad debt.

Medicare claims

Create a list of all rebates processed from invoices.

(AU only)

NDIS bulk upload

Track NDIS claims with links to invoices, practitioner registration numbers, patient details, support dates, and hours used under an NDIS referral. Can be uploaded to PRODA.

(AU only)

Profit and loss

Tracks your income against your expenses to calculate total profit or loss, with links to each invoice or expense. Can be run tax inclusive or tax exclusive.

Simpler BAS

Calculate your inputs into your quarterly BAS Statement, based on ATO defined requirements for small businesses.

(AU only)

Unpaid invoices

Track and review invoices that have not been paid, whether invoices are overdue and how many days that invoices are overdue.


View all transactions made using a Tyro terminal.

(AU only)

Unprocessed Medicare

View all unpaid rebates.

(AU only)

Xero Syncing

View all invoices, expenses and deposits and their syncing statuses for practitioners who use Xero. If syncing has failed you can resync.

Run a Finance report

  1. On the sidebar, click Reports > Finance.

  2. On the top right, click New Report.

  3. Select the Report Type and set your filters.

  4. Click Run.

  5. Your report results are displayed in a list. From here, you can:

    • Edit filters: In the top right of the report, click the Icon-Edit.svg edit icon.

    • Save report: At the bottom of the report, click Save. This saves the report to its report category list.

    • Close report: At the bottom of the report, click Cancel. This closes the report without saving it.


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