Expenses

Track your practice expenses for accounting purposes.

10.1 Adding an Expense

Go to Expenses → Add expense.

Field	Description
Description	What the expense was for
Amount	Cost (in your default currency)
Category	e.g. Rent, Supervision, Training, Equipment
Date	When the expense was incurred
Receipt	Upload a photo or PDF of the receipt

10.2 Browsing Expenses

Expenses are grouped by month. Use the ← → navigation to switch months. The monthly total is shown at the top.

A warning banner appears when you have expenses without a receipt attached — useful for keeping your records audit-ready.

10.3 Editing and Deleting

Click the pencil icon on an expense to edit it, or the trash icon to delete it. Deleting also removes the receipt file from storage.

10.4 Report to Accountant

The "Send to accountant" section on the Expenses page offers three options:

Option	What it sends
Send [previous month] report (primary button)	All expenses + invoices from last month, receipts zipped and attached
Send [current month] report	Same for the month you're viewing
Custom date range	Pick from/to dates; sends everything in that range

You can also send a single receipt using the send icon next to individual expenses that have receipts attached.

All reports:

• Include both expenses AND invoices for the period
• Attach all available receipts as a zip file
• CC you on the email so you have a copy
• Are sent from noreply@healix-me.com

10.5 Email-to-Expense (Premium)

Forward any receipt email to your personal forwarding address, shown in the "Forward receipts by email" banner on the Expenses page (web) and on the Expenses tab in the app (of the form expenses+<your-id>@healix-me.com). The system:

1. Extracts amount, vendor, category from the email body using AI
2. Saves the first attachment to R2 as the receipt
3. Creates a draft expense entry for your review
4. You review on web or mobile, adjust if needed, then finalize

Email-sourced entries carry Draft and Email pills in the expense list so you can spot them at a glance, and drafts won't appear on accountant reports until finalized.

Receipt uploads (here and on manually added expenses) accept PDF and image files only; other file types are rejected at upload.

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10.7 Monthly Totals

Above the expense list, each month shows total expenses and total income for that month, so you can see at a glance whether there is anything to send before mailing your accountant. An empty month says so explicitly rather than showing zeros.

These totals count exactly what a report for that month would contain — expenses by their date, and invoices by their due date (falling back to the issue date if an invoice has none). If a number looks off, check the invoice's due date rather than its issue date.