Bank Accounts
Before you begin
Procedure
To manage bank accounts:
- Open and log in to BC Secure.
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In BC Secure, select the Practitioners menu item, as seen
below.
Bank Accounts are accessed using theEllipsis button in the Bank Account text box to the right-hand side of this window. Note that this button will only be available to a practitioner who has a room recorded for them. Therefore you must select such a practitioner before you can modify their bank account details.
-
Click
Ellipsis in the Bank Account text box.
The Bank Accounts window appears.
Note that from this window you can Add, Edit or Deactivate Bank Accounts. If a Bank Account is deactivated it will no longer be available to other sections of Bluechip, apart from in historical data. The Deactivate button is a toggle that deactivates/reactivates selected Bank Accounts. Throughout Bluechip, where an inactive practitioner, location, or bank account appears, it is clearly identified in italics, and either (D) or (Deactivated) will be appended to its name. -
Either click New to create a new Bank Account, or select an Bank Account entry and click Edit to edit an existing account. The Bank Account Details window appears.
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Enter details as necessary:
- Differentiate this account from others by entering an Account Name, Branch, BSB, and Account No.
- Select a Bank from the drop-down menu provided. If you want to add a new bank, do so via Bluechip - if you free-type a new bank here via BC Secure, it will not be available throughout Bluechip.
- Enter a Merchant ID (via the Merchant Details tab) if you intend to use EFTPOS Auto.
- Click OK to confirm your information and close the Bank Account Details window.