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.

Click More and select Settings.

Click on the Accounts category.

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.

You've completed another MediRecords Tutorial. You should now have a brief understanding of the Accounts category in the Settings 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.