Bank Accounts

Setup > Bank Accounts

1. 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
     
     
2. Click
   
   to add a bank account. The Bank Account Details window appears.
   
   
3. 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 want.
     • Bank Account details can be reviewed later via Setup > Bank Accounts.
4. Click Save and then