Bank Accounts

Set up bank accounts for practitioners.

About this task

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

You can add as many bank accounts as you want.

Procedure

  1. Select Setup > Bank Accounts.
  2. In the Bank Account Setup window:
    • To add a bank account, click Add.
    • To edit an existing bank account, select the account and click Edit.
    • To delete a bank account, select the account and click Delete.
  3. If you are adding a bank account, in the Bank Account Details window, enter the following details:
    • Account Code: Maximum of three characters. If a practitioner has their own bank account, it is useful to use the same code as their user ID for the bank account, for example, the practitioner's initials. See Security Levels.
    • Description: Printed at the top of the banking summary.
    • Merchant ID: Provided by your EFTPOS device supplier for use with EFTPOS Auto or Medicare Easyclaim.
  4. Click Save > Close

Results

The bank account is set up in Pracsoft.

What to do next

Optionally, review the bank account details via Setup > Bank Accounts.