Editing or Removing Existing Accounts

Editing or Removing Existing Accounts

MediRecords allows you to store bank account details, and to also be able to manage them with some functions.

This tutorial will go through how to edit, and/or remove bank accounts.

In Accounts (More > Settings > Accounts), click on Bank Accounts.



You will be brought to the Bank Accounts screen. If you check the box next to an account, the following options will display.

Edit

You can only edit one account at a time. Check the box and select Edit.



The Edit Account form will show. Make the changes needed, and click on Save.

Delete

*NOTE: This is a permanent action and cannot be reversed.

Check the box next to the account(s) you wish to remove, and click Delete.



You will be greeted with a warning message. Click Yes if you wish to proceed.



The account has now been deleted from MediRecords.

You've completed another MediRecords Tutorial. You should now be able to manage your existing bank accounts listed in the Accounts section of MediRecords.

If this is not what you're looking for, head back to our knowledge base and search for another article. For urgent assistance, please contact MediRecords support on 1300 103 903 during business hours.