Accounting

Charts of accounts

Account charters allow you to assign your services and articles to a specific code that will facilitate your clinic accounting. These codes can be customized according to the clinic needs.

Account charters will generate a report that is faithful to a financial report, which can then be imported into an accounting software.

Once the chart is created by the clinic, you will find the data related to the codes on the Financial Statements reports, located on the Management of the left menu.

Settings your account charters

There are many steps to follow to create a chart of account. 

You would have to create the chart, create the codes and then assign the services and articles to these codes.

To create charts of accounts:

1. Click on My Clinic 
2. Click on the Billing tab
3. Click on the subsection Accounting
4. In the section charts of accounts, click on the +
5. Enter the name of the chart of account
6. Check the points of service on which this chart will be applied
7. Click on Save Changes

Creating codes

1. Click on the chart of account previously created
2. On the section Accounts, click on the +
3. Create a code by entering a number and a name  (ex : 3001 / Physiotherapy)
4. Click on Save Changes

Assign services/products to your codes

1. Click on the button Assign located to the right of the code
2. Click on the section Services on top of the window
3. Select the services related to this code
4. Click on the section Products on top of the window
5. Select the product related to this code
6. Click on Save Changes

If you have assigned many points of services to your chart of accounts, make sure to select the services and products related to the codes concerning the right point of service.

Note that certain rules applies to charts of accounting :

• A chart of accounting can include many points of services
• A point of service can only be associated to one point of service at the time
• A service / product can be only associated to one code at the time.