MedITEX Accounting - menu bar

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<p>In this section, it is possible to search for existing patients. It is possible to search for  patients using <strong>name</strong>, <strong>date of birth</strong>, <strong>patientID </strong>or <strong>phone number</strong><strong>&nbsp;</strong>. It is also possible to type a      part of name or patient ID in order to find all the patients with similar names.</p>
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<p>In this section, it is possible to search for existing patients. It is possible to search for  patients using <strong>name</strong>, <strong>date of birth</strong>, <strong>patientID </strong>or <strong>phone number</strong><strong>&nbsp;</strong>. You can also make partial searches in case none of the  information is known, by just typing '<strong>%</strong>' followed by <strong>first name</strong> to find your patient. A list of suggestions will appear.</p>
 
<p>To select a patient from the list, <strong>double-click</strong> his or her  name. The window will refresh, displaying the selected patient.</p>
 
<p>To select a patient from the list, <strong>double-click</strong> his or her  name. The window will refresh, displaying the selected patient.</p>
 
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<td><a href="/index.php?title=MedITEX_Accounting_-_menu_bar#Settings"><img style="display: block; margin-left: auto; margin-right: auto; border: 2px dotted blue;" src="/images/SettingsAcc.png" alt="" width="59" height="38" /></a></td>
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<td><a href="/index.php?title=Welcome_to_MedITEX_Accounting"><img style="display: block; margin-left: auto; margin-right: auto; border: 2px dotted blue;" src="/images/SettingsAcc.png" alt="" width="59" height="38" /></a></td>
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<td><a href="/index.php?title=MedITEX_Accounting_-_menu_bar#Settings">Settings</a></td>
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<td><a href="/index.php?title=Welcome_to_MedITEX_Accounting">Settings</a></td>
 
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<h3>New booking</h3>
 
<h3>New booking</h3>
 
<p>To enter a new booking you need to follow the following steps:</p>
 
<p>To enter a new booking you need to follow the following steps:</p>
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<ol>
 
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<li>Enter the Transaction: Pay invoice, pay invoice with current account balance, issue a credit note or Prepayment. You can only edit the other fields if this field is filled.</li>
 
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<li>The name of the patient will be filled automatically with the actual person. To change that, delete the name with the Red Cross button on the right and search another patient. In the little grey field on the right side you can see a short summary of the most important data of the patient.</li>
 
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<li>Enter the date of the booking. The current date appears automatically.</li>
 
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<li>Contribute the amount of the booking and choose a payment method: Bank transfer, cash or direct debit.</li>
 
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<li>The name of the logged in employee appears in the field staff. If you want to change the name of the staff, choose another one from the list.</li>
 
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<li>If it is necessary add a note.</li>
 
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<li>As last step you have to select an invoice from the list.</li>
 
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<td>Bild</td>
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<td style="text-align: center;"><img src="/images/NewBooking1.png" alt="" width="735" height="705" /></td>
 
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<p>&nbsp;</p>
 
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<p>&nbsp;</p>
 
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<p>&nbsp;</p>
 
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<h3>MedITEX IVF</h3>
 
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<p>If you click the button MedITEX IVF the program <strong>MedITEX IVF will be  opened</strong> at the <strong>overview </strong>window of the <strong>current patient / couple</strong>.</p>
 
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<p>The <strong>user will be the same</strong> as the logged in user in MedITEX Accounting. You do <strong>not</strong> have to enter your password again.</p>
 
 
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<td>[[Image:GoToMedIVFAcc.png|none|740px|thumb|left|link=http://wiki.meditex-software.com/images/GoToMedIVFAcc.png| Overview MedITEX IVF.]]</td>
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<td><strong>1.</strong></td>
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<td><strong>Enter the Transaction:</strong></td>
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<p>&nbsp;</p>
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<p>&nbsp;</p>
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<h3>Print</h3>
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<p>With the print button you can print each range of the accounting module. <strong>Open the wished area</strong> with a click on the associated link in the sidebar and <strong>click </strong>subsequently the <strong>print button</strong>. A <strong>print preview</strong> window will be open where you can change the <strong>print settings</strong>.</p>
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<p>&nbsp;</p>
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<h3>Export</h3>
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<p>&nbsp;</p>
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<h3>Settings</h3>
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<p><strong>In the whole settings area you will find three kinds of buttons:</strong></p>
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<td style="text-align: center;"><img src="/images/PlusLong.png" alt="" /></td>
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<p><strong>Insert</strong> new data: enter your data in a new line.</p>
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<ul>
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<li>Pay invoice</li>
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<li>Pay invoice with current account balance</li>
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<li>Issue a credit note</li>
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<li>Prepayment.</li>
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</ul>
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<p>You can only edit the other fields if this field is filled.</p>
 
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<td style="text-align: center;"><img src="/images/EditLong.png" alt="" width="43" height="26" /></td>
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<td><strong>2.</strong></td>
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<td><strong>Edit, change</strong> inputs and descriptions: mark a line, click the button and change the input.</td>
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<td><strong>Insert the name of a patient:</strong></td>
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<td>The name of the patient will be filled automatically with the actual  person. To change that, delete the name with the Red Cross button on the  right and search another patient. In the little grey field on the right  side you can see a short summary of the most important data of the patient.</td>
 
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<td style="text-align: center;"><img src="/images/DeleteLong.png" alt="" width="42" height="28" /></td>
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<td><strong>&nbsp;3.</strong></td>
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<td><strong>Delete</strong> the entire line: mark a line and delete it with the click on the button.</td>
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<td><strong>Enter the date of the booking:</strong></td>
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<td>The current date appears automatically.</td>
 
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<p>The description of other, special buttons you can find at their area.</p>
 
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<p>&nbsp;</p>
 
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<h4>Items</h4>
 
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<td>[[Image:ItemsItemsAcc.png|none|740px|thumb|left|link=http://wiki.meditex-software.com/images/ItemsItemsAcc.png| Items - tab Items.]]</td>
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<td><strong>&nbsp;4.</strong></td>
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<td><strong>Contribute the amount of the booking and choose a payment method:</strong></td>
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<td>
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<ul>
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<li>Bank transfer</li>
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<li>Cash</li>
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<li>Direct debit.</li>
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</ul>
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<td><img src="/images/howto48.png" alt="" width="48" height="48" /></td>
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<td><strong>&nbsp;5.</strong></td>
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<td>&nbsp;Click here to read more about items.</td>
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<td><strong>The name of the logged in employee appears in the field staff.</strong></td>
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<td>If you want to change the name of the staff, choose another one from the list.</td>
 
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<td>[[Image:ItemsGroupsAcc.png|none|740px|thumb|left|link=http://wiki.meditex-software.com/images/ItemsGroupsAcc.png|Items - Tab Groups.]]</td>
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<td><strong>&nbsp;6.</strong></td>
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<td><strong>Add a note:</strong></td>
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<td>If it is necessary.</td>
 
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<p>All <strong>groups</strong>, you can choose in <strong>other tabs</strong>, you have to <strong>define </strong>here (at the Group tab). This function should make the work with your tables easier.</p>
 
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<p>In the tab <strong>Prices overview</strong> and <strong>Items </strong>you can find columns with the name groups. If you <strong>add an entry at Items</strong>, you only have to c<strong>hoose a group</strong> from your list or you can <strong>set filter </strong>for a better overview.</p>
 
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<td style="text-align: center;"><img src="/images/GroupAcc3.png" alt="" width="765" height="375" /></td>
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<td><strong>&nbsp;7.</strong></td>
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<td colspan="2"><strong>As last step you have to select an outstanding invoice from the list.&nbsp;</strong></td>
 
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<p>&nbsp;</p>
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<p>&nbsp;</p>
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<h3>MedITEX IVF</h3>
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<p>If you click the button MedITEX IVF the program <strong>MedITEX IVF will be  opened</strong> at the <strong>overview </strong>window of the <strong>current patient / couple</strong>.</p>
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<p>The <strong>user will be the same</strong> as the logged in user in MedITEX Accounting. You do <strong>not</strong> have to enter your password again.</p>
 
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<td><img src="/images/howto48.png" alt="" width="48" height="48" /></td>
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<td>[[Image:GoToMedIVFAcc.png|none|740px|thumb|left|link=http://wiki.meditex-software.com/images/GoToMedIVFAcc.png| Overview MedITEX IVF.]]</td>
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<td>&nbsp;Click here to read more about groups.</td>
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<p>&nbsp;</p>
 
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<p>&nbsp;</p>
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<h3>Print</h3>
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<p>With the print button you can print each range of the accounting module. <strong>Open the wished area</strong> with a click on the associated link in the sidebar and <strong>click </strong>subsequently the <strong>print button</strong>. A <strong>print preview</strong> window will be open where you can change the <strong>print settings</strong>.</p>
 
<p>&nbsp;</p>
 
<p>&nbsp;</p>
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<h4>Prices overview</h4>
 
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<td>[[Image:PricesOverviewAcc.png|none|740px|thumb|left|link=http://wiki.meditex-software.com/images/PricesOverviewAcc.png| Overview of prices.]]</td>
 
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<p>In the window <strong>prices overview </strong>you see a summary of all  made entries from the tab items. In this overview you can not change  something. Here you get a better overview like in the other separate  tables.</p>
 
 
<p>&nbsp;</p>
 
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<h3>Export</h3>
 
<p>&nbsp;</p>
 
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<h4>Invoice management</h4>
 
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<td>[[Image:InvoiceManagementAcc.png|none|740px|thumb|left|link=http://wiki.meditex-software.com/images/InvoiceManagementAcc.png| Invoice management.]]</td>
 
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<p>&nbsp;</p>
 
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<h3>Settings</h3>
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<h4>Document templates</h4>
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<td>[[Image:DocumentTemplatesAcc.png|none|740px|thumb|left|link=http://wiki.meditex-software.com/images/DocumentTemplatesAcc.png| Document templates.]]</td>
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<td><a href="/index.php?title=Welcome_to_MedITEX_Accounting"><img style="display: block; margin-left: auto; margin-right: auto; border: 2px dotted blue;" src="/images/SettingsAcc.png" alt="" width="59" height="38" /></a></td>
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<td><a href="/index.php?title=Welcome_to_MedITEX_Accounting">Click here</a> to go directly to the settings page.</td>
 
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Latest revision as of 10:48, 18 July 2016

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<img src="/images/MenubarAcc.png" alt="" width="765" height="149" />

 

 

Contents

Search for patients

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<img src="/images/PatientSearchAcc.png" alt="" width="300" height="35" />

In this section, it is possible to search for existing patients. It is possible to search for patients using name, date of birth, patientID or phone number . You can also make partial searches in case none of the information is known, by just typing '%' followed by first name to find your patient. A list of suggestions will appear.

To select a patient from the list, double-click his or her name. The window will refresh, displaying the selected patient.

<tbody> </tbody>
<img src="/images/SearchAcc.png" alt="" width="600" height="284" />

 

 

Buttons

Buttons with a blue dotted frame have special functionalities. Click on it to have more information.

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<a href="/index.php?title=MedITEX_Accounting_-_menu_bar#Go_to_partner"><img style="display: block; margin-left: auto; margin-right: auto; border: 2px dotted blue;" src="/images/GoToPartnerAcc.png" alt="" width="91" height="35" /></a> <a href="/index.php?title=MedITEX_Accounting_-_menu_bar#Go_to_partner">Go to partner</a>
<a href="/index.php?title=MedITEX_Accounting_-_menu_bar#New_invoice_.2F_items"><img style="display: block; margin-left: auto; margin-right: auto; border: 2px dotted blue;" src="/images/NewInvoiceItemsAcc.png" alt="" width="111" height="38" /></a> <a href="/index.php?title=MedITEX_Accounting_-_menu_bar#New_invoice_.2F_items">New invoice / items</a>
<a href="/index.php?title=MedITEX_Accounting_-_menu_bar#New_booking"><img style="display: block; margin-left: auto; margin-right: auto; border: 2px dotted blue;" src="/images/NewBookingAcc.png" alt="" width="82" height="37" /></a> <a href="/index.php?title=MedITEX_Accounting_-_menu_bar#New_booking">New booking</a>
<a href="/index.php?title=MedITEX_Accounting_-_menu_bar#MedITEX_IVF"><img style="display: block; margin-left: auto; margin-right: auto; border: 2px dotted blue;" src="/images/GoToMedITEXIVFAcc.png" alt="" width="80" height="38" /></a> <a href="/index.php?title=MedITEX_Accounting_-_menu_bar#MedITEX_IVF">MedITEX IVF</a>
<a href="/index.php?title=MedITEX_Accounting_-_menu_bar#Print"><img style="display: block; margin-left: auto; margin-right: auto; border: 2px dotted blue;" src="/images/PrintAcc.png" alt="" width="74" height="36" /></a> <a href="/index.php?title=MedITEX_Accounting_-_menu_bar#Print">Print</a>
<a href="/index.php?title=MedITEX_Accounting_-_menu_bar#Export"><img style="display: block; margin-left: auto; margin-right: auto; border: 2px dotted blue;" src="/images/ExportAcc.png" alt="" /></a> <a href="/index.php?title=MedITEX_Accounting_-_menu_bar#Export">Export</a>
<a href="/index.php?title=Welcome_to_MedITEX_Accounting"><img style="display: block; margin-left: auto; margin-right: auto; border: 2px dotted blue;" src="/images/SettingsAcc.png" alt="" width="59" height="38" /></a> <a href="/index.php?title=Welcome_to_MedITEX_Accounting">Settings</a>

 

 

Go to partner

The accounting module switches to the partner of the current person and shows his/her accounting items and invoices.

 

 

New invoice / items

 

 

 

New booking

To enter a new booking you need to follow the following steps:

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<img src="/images/NewBooking1.png" alt="" width="735" height="705" />
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1. Enter the Transaction:
  • Pay invoice
  • Pay invoice with current account balance
  • Issue a credit note
  • Prepayment.

You can only edit the other fields if this field is filled.
2. Insert the name of a patient: The name of the patient will be filled automatically with the actual person. To change that, delete the name with the Red Cross button on the right and search another patient. In the little grey field on the right side you can see a short summary of the most important data of the patient.
 3. Enter the date of the booking: The current date appears automatically.
 4. Contribute the amount of the booking and choose a payment method:
  • Bank transfer
  • Cash
  • Direct debit.
 5. The name of the logged in employee appears in the field staff. If you want to change the name of the staff, choose another one from the list.
 6. Add a note: If it is necessary.
 7. As last step you have to select an outstanding invoice from the list. 

 

 

MedITEX IVF

If you click the button MedITEX IVF the program MedITEX IVF will be opened at the overview window of the current patient / couple.

The user will be the same as the logged in user in MedITEX Accounting. You do not have to enter your password again.

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Overview MedITEX IVF.

 

 

Print

With the print button you can print each range of the accounting module. Open the wished area with a click on the associated link in the sidebar and click subsequently the print button. A print preview window will be open where you can change the print settings.

 

 

Export

 

 

 

Settings

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<a href="/index.php?title=Welcome_to_MedITEX_Accounting"><img style="display: block; margin-left: auto; margin-right: auto; border: 2px dotted blue;" src="/images/SettingsAcc.png" alt="" width="59" height="38" /></a> <a href="/index.php?title=Welcome_to_MedITEX_Accounting">Click here</a> to go directly to the settings page.
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<a href="/index.php?title=MedITEX_Accounting_manual">Back to the MedITEX Accounting manual </a> <a href="#top">Back to top</a>