Practice Level Bank Accounts

Practice Level Bank Accounts

This article will cover how to access and create Practice-Level Bank Accounts.

Practice Level Bank Accounts are accounts that are associated with an entire practice general ledger. Any changes to this account will reflect in the general ledger for the associated account in the journal.

To access the record of Bank Accounts, follow these steps

1. Click More
2. Settings
3. Accounts
4. Bank Accounts

Create a New Bank Account

1.  Click on New Bank Account.
2. The following pop up will be displayed.
3. In filling out the form, it is compulsory that there is an Account Link. This will link this account with the general ledger account in MediRecords. Choose the account associated with your practice.
4. Once filled out, click Save.

 

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