Select Setup > Bank Accounts. The Bank Account Setup window appears.

To edit an existing bank account, select the account and click

To delete a bank account, select the account and click

 

Click to add a bank account. The Bank Account Details window appears.

 

Insert the following details:

Account Code: Maximum of 3 characters.

Description: Printed at the top of your banking summary.

Merchant ID: Provided by your EFTPOS device supplier, for use with EFTPOS Auto or Medicare Easyclaim.

Additional Information:

Each practitioner can have their own bank account, or they can choose to share accounts.

If a Practitioner has their own bank account, it is useful to use the same code as their User ID for the bank account, e.g. the Practitioner's initials - see Security Levels.

You may add as many bank accounts as you wish.

Bank Account details can be reviewed later via Setup > Bank Accounts.

 

Click Save  and then