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

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

o      To delete a bank account, select the account and click

 

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

 

3.      Insert the following details:

o      Account Code: Maximum of 3 characters.

o      Description: Printed at the top of your banking summary.

o      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.

 

4.      Click Save  and then