Setting up Bank Accounts

Before you can receipt, you must have at least one bank account record. You can add, modify and delete Bank Account records by selecting Open > Bank Accounts.

Each Bank Account must have a unique Bank Code, which can be up to 3 characters in length.

The Bank Code can be anything you want. Most people use the initial of the actual bank e.g.“N” for the National Bank. In a multi-doctor practice, where each doctor has their own account, you could make each Bank Code the initials of the relevant doctor.

In each provider’s User Preferences (File > All User Preferences), you must assign a default bank account, as shown below.

When you create a receipt, Genie will use the default bank account of the first provider in the list of outstanding items.