Add bank accounts

The Bank accounts tab configures bank accounts for your practice and providers. You must add a new bank in Setup > Cheque details from the main Bp Premier screen before you can configure an account for it in Configuration.

1. From the Configuration screen, select the Bank accounts tab. Click Add under Practice accounts to define Bank account details for the practice.



2. Complete the account details and click Save. You can add as many bank accounts for the practice as you need.
3. Click Add under Provider accounts to open the Bank account details screen for a provider. You can add as many bank accounts for providers as you need.
4. Tick Print 2 copies of banking slips to always print a second copy when processing a banking batch from the Banking screen (for example, one for records, one for taking to the bank).
5. Click Save to save all accounts.

Last updated 24 February 2021