Accounts Overview

Accounts Overview

Within the Settings section of MediRecords; the Accounts category allows you to manage accounts related entities such as bank accounts, or the schedules/items that are used extensively in your invoices. This tutorial will offer a high-level explanation of this category.

Follow these steps:

1. Click More
2. Select Settings.
3. Click on the Accounts category.
4. You will be shown the Accounts screen.

Below is a brief explanation for each section

Bank Accounts - This section allows you to add, delete, and manage the bank account details listed for practices and providers in MediRecords.

Accounts List - This section provides a general overview of the accounts and financial information from the Accounts function in MediRecords. You have the option to add new bank accounts or journal entries here.

Schedules - This section allows you to manage the schedules that are used by your practices and providers in their invoices.

Items - This section allows you to manage the items that are used by your practices and providers in their schedules for invoices.

How Do I Deactivate a Bank Account?