Set up Banking Details for a User

The Banking tab in User Administration is used to record banking details for Practitioner Users that will override the practice details entered in the Practice Information tab.

Field

Description

Selected User

This is the user selected via the navigation buttons. By default this screen will always open up on the user that is currently logged in. As the users are scrolled through via the navigation buttons, the Selected User name at the top of the screen will change. Their UserID is the number in brackets.

Use Business ABN

Ticking this field means that the practice ABN will be used in any invoices that relate to this practitioner. It disables the User ABN field.

Untick this field to enable the User ABN field.

User ABN

Used when it is not appropriate to have the business ABN appear on an invoice template for this practitioner. This field is enabled when the Use Business ABN field in unticked.

Use Business Bank Details

Ticking this field means that the practice banking details will be used in any invoices that relate to this practitioner. It disables the User Banking Details fields.

Untick this field to enable the User Banking details fields.

User Bank Details

These are used when it is not appropriate to have the business banking details appear on an invoice template for this practitioner. These fields are enabled when the Use Business Banking Details field in unticked.

Tyro Merchant Details

Use Business Tyro Merchant ID is ticked by default.

If payments via Tyro are to go into the Practitioners Bank Account, then untick Use Business Tyro Merchant ID and enter in their Tyro Merchant ID.

Bank account details are set up with Tyro as part of the process of getting a merchant ID.

Navigation Buttons

Click the + to Add a new user.

This is only displayed for a Bp Allied Administrator. A general user will only be able to see their own User Information details.

Use the arrow keys to move forwards and backwards between users.

The double arrows move to either the first or the last record.