Banking setup

Remember one Bank Code can be shared by multiple staff members but a staff member can have only have one Bank Code.

A Banking process discreetly logs all payments as they are received by the practice from all the different sources.

When a payment is received for a bill, the drawer of the bill i.e. the Doctor’s bank code is used, to either initiate or append to a banking process.

Banking Records can be reconciled partly or fully as the policy of the Practice may require.

Every Bank Code will start an individual banking process for itself however multiple Banking processes can be closed together.

Once a Banking Process is closed, payments included in the report can no longer be edited but in case an error is identified after a banking process has been closed then only the administrator has the ability to re-open and make a correction by ‘reversing the banking’.

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