Creating bank accounts
Bank accounts are created in Setup _ Financial  Banking  Bank Accounts{_}. For each account, choose whether it is a Personal, Practice/Individual or Practice/Shared account.

Practice/SharedThe account will be able to have payments allocated to it by staff who are receipting for any User in the practice
Practice/IndividualThe account can only have payments allocated to it by staff who are receipting for the nominated Provider (owner).
Personal No longer in use.

Default bank accounts
Each User is able to nominate the default bank account to be used for Receipts, Expenses & EFTPOS.

These are selected in Setup > Provider > Config 1


Payments to a different bank account

1. When receipting a payment, in either Patient or Office modules, choose the bank account that you want the payment to be allocated to.

1. Complete the receipt.

The default account to be used for receipting can be chosen in _Setup  Provider_  Config 1.