Welcome to MedITEX Accounting

Latest revision as of 07:51, 12 October 2016

This page will show you a guidance, where you can see how you have to start and which data you should add first.

Open the program and go to the settings. You can find the settings button at the menu bar at the top of the page.

If you start the program the first time, you will find many empty lists. Our first task is to fill them with information. We need all descriptions, codes, groups and prices for working with the program.

Items

It is your decision if you start with the items or the groups tab. In this case we will begin adding at the groups tab.

Groups

Groups - tab Items.

In these tab you have to insert all groups (drugs, laboratory, procedures,...) of your items (we will add them at the next step).

The reason for adding groups here: later, if you add an item, you can simply choose a defined group out of the list. You have not to rewrite it.

<a href="/index.php?title=How_to_add_a_new_group%3F"><img style="border: 2px dotted blue;" src="/images/PlusLong.png" alt="" /></a>	Insert a new group: enter your data in the new line.
<a href="/index.php?title=How_to_edit_a_group%3F"><img style="border: 2px dotted blue;" src="/images/EditLong.png" alt="" width="43" height="26" /></a>	Edit, change the name of a group: mark a line, click the button and change the input.
<a href="/index.php?title=How_to_delete_a_group%3F"><img style="border: 2px dotted blue;" src="/images/DeleteLong.png" alt="" width="42" height="28" /></a>	Delete the entire group: mark a line and delete it with the click on the button.

All groups, you can choose in other tabs, you have to define here (at the Group tab). This function should make the work with your tables easier.

In the tab Prices overview and Items you can find columns with the name groups. If you add an entry at Items, you only have to choose a group from your list or you can set filter for a better overview.

<a href="/index.php?title=MedITEX_Accounting_how_to#Groups">Click here</a> to get detailed information about groups.

Items

Items - tab Items.

At the first table you can see all informations about the items: description, nominal code, product code, group and the status. If you set the status at active, you can choose the item in the program.

In the second table you can enter the prices for the individual billing categories.

<a href="/index.php?title=How_to_add_a_new_item%3F"><img style="border: 2px dotted blue;" src="/images/PlusLong.png" alt="" /></a>	Insert a new item: enter your data in a new line.
<a href="/index.php?title=How_to_copy_an_item%3F"><img style="display: block; margin-left: auto; margin-right: auto; border: 2px dotted blue;" src="/images/CopyAcc.png" alt="" width="42" height="27" /></a>	Copy: Copies the selected row.
<a href="/index.php?title=How_to_edit_an_item%3F"><img style="border: 2px dotted blue;" src="/images/EditLong.png" alt="" width="43" height="26" /></a>	Edit, change inputs and descriptions: mark a line, click the button and change the input.
<a href="/index.php?title=How_to_activate_/deactivate_an_item%3F"><img style="border: 2px dotted blue;" src="/images/ActivateAcc.png" alt="" width="43" height="27" /></a>	Activate/Deactivate: Set / take away a checkmark for choosing the item in the program.
<a href="/index.php?title=How_to_delete_an_item%3F"><img style="border: 2px dotted blue;" src="/images/DeleteLong.png" alt="" width="42" height="28" /></a>	Delete an item: mark a line and delete it with the click on the button.
<a href="/index.php?title=Import_Price_List"><img style="border: 2px dotted blue;" src="/images/ImportPriceList.png" alt="" width="90" height="36" /></a>	Import: With this button, you can import a whole list from an Excel file. The table must have following structure: Item name \| Item code \| Group name \| Price \| Billing category.

<a href="/index.php?title=MedITEX_Accounting_how_to#Items">Click here</a> to get detailed information about items.

Prices overview

Overview of prices.

In the window prices overview 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.

Invoice management

Invoice management.

Changeable system tables

In these both tables you will find predefined billing categories and payment methods. You can insert, edit or delete categories / methods.

Only self added categories and methods can be deleted!

Invoice settings

In these part of the window you can organize the invoice settings.

You can choose a creating rule for the invoice number:

sequential number with leading zeroes (6 digits)
sequential number with leading zeroes (8 digits)
current date in YYYYMMDD format + sequental number (4 digits) with leading zeroes

Choose the standard value-added tax rate and if it should used in the invoices.

Enter the days of the payment period of an invoice.

Dunning levels

In this part of the page you can administer the dunning levels of your invoices.

Enter the action, dunning level, description and reaction days.

Document templates

Document templates.

In the upper part of the window you will find a table with all existing templates. You can administer them with the buttons above.

<img style="border: 2px dotted blue;" src="/images/PlusLong.png" alt="" />	Insert a new template: enter your data in a new line.
<img style="display: block; margin-left: auto; margin-right: auto; border: 2px dotted blue;" src="/images/CopyAcc.png" alt="" width="42" height="27" />	Copy: Copies the selected row.
<img style="border: 2px dotted blue;" src="/images/EditLong.png" alt="" width="43" height="26" />	Edit, change inputs and descriptions: mark a line, click the button and change the input.
<img style="border: 2px dotted blue;" src="/images/ActivateAcc.png" alt="" width="43" height="27" />	Activate/Deactivate: Set / take away a checkmark for choosing the template in the program.
<img src="/images/DeleteLong.png" alt="" width="42" height="28" />	Delete an template: mark a line and delete it with the click on the button.

With the button Edit template structure you can change / edit the structure and input of your document.

At the lower part of the page you see three tabs:

Address and info
Text before the table an
Text after the table.

Table means this part in the template, where the invoice items be placed.

At the address window you can see the name and the address of the patient.
At Info, the most important informations of the invoice will be shown.
If you will write some informations directly above the table you can insert them and their bookmarks at Text before the table.
Enter at Text after the table informations which should be displayed at the end of the page, like a signatur or similar.
You can insert bookmarks at each of the three tabs. Simply do this with drag and drop.

<a href="/index.php?title=MedITEX_Accounting_manual">Back to the MedITEX Accounting manual </a>

Welcome to MedITEX Accounting

From MedITEX - Wiki

Latest revision as of 07:51, 12 October 2016

Contents

Items

Groups

Items

Prices overview

Invoice management

Changeable system tables

Invoice settings

Dunning levels

Document templates

@@ Line 1: / Line 1: @@
-<p><strong>MedITEX Accounting </strong>is a extra module of the solutions developed by MedITEX. This tool centralizes the <strong>management of accounting.</strong></p>
+<p style="text-align: justify;">This page will show you a guidance, where you can see <strong>how you have to start</strong> and <strong>which data you should add first</strong>.</p>
-<p>This module allows you to <strong>create, delete and edit invoices and items</strong>.</p>
+<p style="text-align: justify;">Open the program and go to the <strong>settings</strong>. You can find the <strong>settings button</strong> at the <strong>menu bar</strong> at the top of the page.</p>
-<p>Go to <strong>Accounting -&gt;&nbsp; MedITEX Accounting</strong>.</p>
+<table border="0">
-<table style="margin-left: auto; margin-right: auto;" border="0">
 <tbody>
 <tr>
+<td style="text-align: center;"><img src="/images/MenubarAcc1.png" alt="" width="765" height="149" /><br /></td>
+</tr>
+</tbody>
+</table>
+<p style="text-align: justify;">If you start the program the first time, you will find many  <strong>empty lists</strong>. Our first <strong>task </strong>is to <strong>fill them</strong> with information. We need  all descriptions, codes, groups and prices for working with the program.</p>
+<p>&nbsp;</p>
+<h2>Items</h2>
+<p style="text-align: justify;">It is your decision if you start with the items or the groups tab. In this case we will begin adding at the <strong>groups tab</strong>.</p>
+<h3>Groups</h3>
+<table border="0">
+<tbody>
+<tr>
+<td>[[Image:ItemsGroupsAcc.png|none|740px|thumb|left|link=http://wiki.meditex-software.com/images/ItemsGroupsAcc.png|  Groups - tab Items.]]</td>
+</tr>
+</tbody>
+</table>
+<p style="text-align: justify;">In these tab you have to <strong>insert all groups</strong> (drugs, laboratory, procedures,...) of your items (we will add them at the next step).</p>
+<p style="text-align: justify;">The <strong> reason </strong>for adding groups here: later, if you add an item, you can  simply choose a defined group out of the list. You have not to rewrite  it.</p>
+<p style="text-align: justify;">&nbsp;</p>
+<table border="0">
+<tbody>
+<tr>
+<td style="text-align: center;"><a href="/index.php?title=How_to_add_a_new_group%3F"><img style="border: 2px dotted blue;" src="/images/PlusLong.png" alt="" /></a></td>
 <td>
-<hr />
+<p><strong>Insert</strong> a new group: enter your data in the new line.</p>
-<img src="/images/LinkAcc.png" alt="" /></td>
+</td>
+</tr>
+<tr>
+<td style="text-align: center;"><a href="/index.php?title=How_to_edit_a_group%3F"><img style="border: 2px dotted blue;" src="/images/EditLong.png" alt="" width="43" height="26" /></a></td>
+<td><strong>Edit, change</strong> the name of a group: mark a line, click the button and change the input.</td>
+</tr>
+<tr>
+<td style="text-align: center;"><a href="/index.php?title=How_to_delete_a_group%3F"><img style="border: 2px dotted blue;" src="/images/DeleteLong.png" alt="" width="42" height="28" /></a></td>
+<td><strong>Delete</strong> the entire group: mark a line and delete it with the click on the button.</td>
+</tr>
+</tbody>
+</table>
+<p style="text-align: justify;">&nbsp;</p>
+<p style="text-align: justify;">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>
+<p style="text-align: justify;">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 <strong>choose a group</strong> from your list or you can <strong>set filter </strong>for a better overview.</p>
+<table border="0">
+<tbody>
+<tr>
+<td><img src="/images/GroupAcc3.png" alt="" width="765" height="375" /></td>
+</tr>
+</tbody>
+</table>
+<table border="0">
+<tbody>
+<tr>
+<td style="text-align: center;"><img src="/images/howto48.png" alt="" width="48" height="48" /></td>
+<td><a href="/index.php?title=MedITEX_Accounting_how_to#Groups">Click here</a> to get detailed information about groups.</td>
 </tr>
 </tbody>
 </table>
 <p>&nbsp;</p>
-<h2>Online help</h2>
-<p>Online help is available throughout the entire <strong>MedITEX Accounting </strong>program. You can access the corresponding online help for a specific window by pressing <strong>F1</strong>.</p>
-<p>Once <strong>F1 </strong>is clicked, the help page for the currently active <strong>MedITEX Accounting</strong> window will open in your browser.</p>
 <p>&nbsp;</p>
-<h2>Interface</h2>
+<h3>Items</h3>
-<p>Together with all MedITEX solutions, MedITEX Accounting has a  very straightforward interface.  We will divide this interface in two  sections that have specific  functionalities.</p>
+<table border="0">
-<p><em>Hint: click on images throughout pages to enlarge them.</em></p>
-<table style="margin-left: auto; margin-right: auto;" border="0">
 <tbody>
 <tr>
-<td>[[Image:Main2Acc.png|none|740px|thumb|left|link=http://wiki.meditex-software.com/images/Main2Acc.png| Overview.]]</td>
+<td>[[Image:ItemsItemsAcc.png|none|740px|thumb|left|link=http://wiki.meditex-software.com/images/ItemsItemsAcc.png|   Items - tab Items.]]</td>
+</tr>
+</tbody>
+</table>
+<p style="text-align: justify;">At the <strong>first table</strong> you can see all informations about the items: description, nominal code, product code, group and the status. If you set the status at active, you can choose the item in the program.</p>
+<p style="text-align: justify;">In the <strong>second table</strong> you can enter the prices for the individual billing categories.</p>
+<table border="0">
+<tbody>
+<tr>
+<td style="text-align: center;"><a href="/index.php?title=How_to_add_a_new_item%3F"><img style="border: 2px dotted blue;" src="/images/PlusLong.png" alt="" /></a></td>
+<td style="text-align: justify;">
+<p><strong>Insert</strong> a new item: enter your data in a new line.</p>
+</td>
+</tr>
+<tr>
+<td style="text-align: center;"><a href="/index.php?title=How_to_copy_an_item%3F"><img style="display: block; margin-left: auto; margin-right: auto; border: 2px dotted blue;" src="/images/CopyAcc.png" alt="" width="42" height="27" /></a></td>
+<td style="text-align: justify;"><strong>Copy:</strong> Copies the selected row.</td>
+</tr>
+<tr>
+<td style="text-align: center;"><a href="/index.php?title=How_to_edit_an_item%3F"><img style="border: 2px dotted blue;" src="/images/EditLong.png" alt="" width="43" height="26" /></a></td>
+<td style="text-align: justify;"><strong>Edit, change</strong> inputs and descriptions: mark a line, click the button and change the input.</td>
+</tr>
+<tr>
+<td style="text-align: center;"><a href="/index.php?title=How_to_activate_/deactivate_an_item%3F"><img style="border: 2px dotted blue;" src="/images/ActivateAcc.png" alt="" width="43" height="27" /></a></td>
+<td style="text-align: justify;">
+<p><strong>Activate/Deactivate:</strong> Set / take away a checkmark&nbsp; for choosing the item in the program.</p>
+</td>
+</tr>
+<tr>
+<td style="text-align: center;"><a href="/index.php?title=How_to_delete_an_item%3F"><img style="border: 2px dotted blue;" src="/images/DeleteLong.png" alt="" width="42" height="28" /></a></td>
+<td style="text-align: justify;"><strong>Delete</strong> an item: mark a line and delete it with the click on the button.</td>
+</tr>
+<tr>
+<td style="text-align: center;"><a href="/index.php?title=Import_Price_List"><img style="border: 2px dotted blue;" src="/images/ImportPriceList.png" alt="" width="90" height="36" /></a></td>
+<td style="text-align: justify;">
+<p><strong>Import:</strong> With this button, you can import a whole list from an Excel file.</p>
+<p>The table must have following structure: Item name | Item code | Group name | Price | Billing category.</p>
+</td>
 </tr>
 </tbody>
 </table>
-<h3>Navigation (1)</h3>
-<p>Here you can <strong>navigate through all options available for accounting</strong>.  Clicking on the links at the navigation bar, switches the  content at the Management view.</p>
 <p>&nbsp;</p>
-<h3>Management (2)</h3>
+<table border="0">
-<p>The right side of MedITEX Accounting is where you can <strong>manage all&nbsp; invoice information</strong>.</p>
+<tbody>
-<p>The content on this section will change according to the selected link of the sidebar (Navigation).</p>
+<tr>
+<td style="text-align: center;"><img src="/images/howto48.png" alt="" width="48" height="48" /></td>
+<td><a href="/index.php?title=MedITEX_Accounting_how_to#Items">Click here</a> to get detailed information about items.</td>
+</tr>
+</tbody>
+</table>
 <p>&nbsp;</p>
-<h3 style="text-align: justify;"><span id="Dynamic_resizing" class="mw-headline">Dynamic resizing</span></h3>
+<h2>Prices overview</h2>
-<p>You can adjust the size of contents of the window by moving two  controllers. This functionality enables more information to be viewed at  once.</p>
+<table border="0">
-<table style="margin-left: auto; margin-right: auto;" border="0">
 <tbody>
 <tr>
-<td>[[Image:DynamicAcc.png|none|740px|thumb|left|link=http://wiki.meditex-software.com/images/DynamicAcc.png| Dynamic resizing.]]</td>
+<td>[[Image:PricesOverviewAcc.png|none|740px|thumb|left|link=http://wiki.meditex-software.com/images/PricesOverviewAcc.png|  Overview of prices.]]</td>
 </tr>
 </tbody>
 </table>
+<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>
+<h2>Invoice management</h2>
+<table border="0">
+<tbody>
+<tr>
+<td>[[Image:InvoiceManagementAcc.png|none|740px|thumb|left|link=http://wiki.meditex-software.com/images/InvoiceManagementAcc.png|  Invoice management.]]</td>
+</tr>
+</tbody>
+</table>
 <p>&nbsp;</p>
-<h2>Managing Lists <span style="font-size: small;">&nbsp;</span></h2>
+<h3>Changeable system tables</h3>
-<p><strong>Some lists in MedITEX Accounting have several important features:</strong></p>
+<table border="0">
+<tbody>
+<tr>
+<td><img style="display: block; margin-left: auto; margin-right: auto;" src="/images/BillingCategoriesAcc.png" alt="" width="362" height="189" /></td>
+<td><img style="display: block; margin-left: auto; margin-right: auto;" src="/images/PaymentMethodsAcc.png" alt="" width="359" height="185" /></td>
+</tr>
+<tr>
+<td colspan="2">
+<p>In these both tables you will find <strong>predefined </strong>billing categories and payment methods. You can <strong>insert, edit or delete</strong> categories / methods.</p>
+<p>Only self added categories and methods can be deleted!</p>
+</td>
+</tr>
+</tbody>
+</table>
 <p>&nbsp;</p>
-<h3>Sort and filter</h3>
+<h3>Invoice settings</h3>
-<p>Clicking on the arrow next to the column header, you can <strong>filter the   table  content</strong> by the information contained in that row. Therefore, only   the information that was checked will be displayed.</p>
+<table border="0">
-<p>To sort the list ascending or  descending, simply click on the blue header of the desired column.</p>
-<p><strong>For this example</strong>, the list is sorted ascending by Product code (red circle) and is filtered by Group so it only shows the  information that is checked.</p>
-<table style="margin-left: auto; margin-right: auto;" border="0">
 <tbody>
 <tr>
-<td><img src="/images/SortAndFilterAcc.png" alt="" width="485" height="230" /><br /></td>
+<td style="text-align: center;"><img src="/images/InvoiceSettingsAcc.png" alt="" width="608" height="94" /></td>
+</tr>
+<tr>
+<td style="text-align: justify;">
+<p>In these part of the window you can organize the invoice settings.</p>
+<p>You can choose a&nbsp; creating rule for the invoice number:</p>
+<ul>
+<li>sequential number with leading zeroes (6 digits)</li>
+<li>sequential number with leading zeroes (8 digits)</li>
+<li>current date in YYYYMMDD format + sequental number (4 digits) with leading zeroes</li>
+</ul>
+<p>Choose the standard value-added tax rate and if it should used in the invoices.</p>
+<p>Enter the days of the payment period of an invoice.</p>
+</td>
 </tr>
 </tbody>
 </table>
 <p>&nbsp;</p>
-<h3>Arrange columns</h3>
+<h3>Dunning levels</h3>
-<p>It is also possible to <strong>move columns around the list</strong> simply by  clicking  and dragging. Two green arrows will help positioning the  column in  place.</p>
+<table border="0">
-<table style="margin-left: auto; margin-right: auto;" border="0">
 <tbody>
 <tr>
-<td><img src="/images/ArrangeAcc.png" alt="" width="612" height="142" /><br /></td>
+<td style="text-align: center;" colspan="2"><img src="/images/DunningLevelsAcc.png" alt="" width="765" height="100" /></td>
+</tr>
+<tr>
+<td colspan="2">
+<p>In this part of the page you can administer the dunning levels of your invoices.</p>
+<p>Enter the action, dunning level, description and reaction days.</p>
+</td>
 </tr>
 </tbody>
 </table>
 <p>&nbsp;</p>
-<h3>Group</h3>
+<p>&nbsp;</p>
-<p>It is also possible to <strong>group the content of lists</strong> in  MedITEX Administrator. In order to do that, simply drag a column to the  dark gray  area on the top of the list. It is also possible to group by  more than  one column.</p>
+<h2>Document templates</h2>
-<p>To revert the list to its original form, simply drag the column back in place.</p>
+<table border="0">
-<p>For this example, the table was grouped by the column Locked.</p>
-<table style="margin-left: auto; margin-right: auto;" border="0">
 <tbody>
 <tr>
-<td>[[Image:ListSortGroupRedAdm.png|none|740px|thumb|left|link=http://wiki.meditex-software.com/images/ListSortGroupRedAdm.png|Group  the content of lists.]]</td>
+<td>[[Image:DocumentTemplatesAcc.png|none|740px|thumb|left|link=http://wiki.meditex-software.com/images/DocumentTemplatesAcc.png|  Document templates.]]</td>
 </tr>
 </tbody>
 </table>
+<p>In the upper part of the window you will find a table with all existing templates. You can administer them with the buttons above.</p>
 <p>&nbsp;</p>
-<h3>Persistence</h3>
+<table border="0">
-<p>One of the biggest advantages of managing lists is that <strong>each one is  saved individually for a user</strong>. So next time you log in, MedITEX  Accounting will display your lists just the way you left them.</p>
+<tbody>
+<tr>
+<td style="text-align: center;"><img style="border: 2px dotted blue;" src="/images/PlusLong.png" alt="" /></td>
+<td style="text-align: justify;">
+<p><strong>Insert</strong> a new template: enter your data in a new line.</p>
+</td>
+</tr>
+<tr>
+<td style="text-align: center;"><img style="display: block; margin-left: auto; margin-right: auto; border: 2px dotted blue;" src="/images/CopyAcc.png" alt="" width="42" height="27" /></td>
+<td style="text-align: justify;"><strong>Copy:</strong> Copies the selected row.</td>
+</tr>
+<tr>
+<td style="text-align: center;"><img style="border: 2px dotted blue;" src="/images/EditLong.png" alt="" width="43" height="26" /></td>
+<td style="text-align: justify;"><strong>Edit, change</strong> inputs and descriptions: mark a line, click the button and change the input.</td>
+</tr>
+<tr>
+<td style="text-align: center;"><img style="border: 2px dotted blue;" src="/images/ActivateAcc.png" alt="" width="43" height="27" /></td>
+<td style="text-align: justify;">
+<p><strong>Activate/Deactivate:</strong> Set / take away a checkmark&nbsp; for choosing the template in the program.</p>
+</td>
+</tr>
+<tr>
+<td style="text-align: center;"><img src="/images/DeleteLong.png" alt="" width="42" height="28" /></td>
+<td style="text-align: justify;"><strong>Delete</strong> an template: mark a line and delete it with the click on the button.</td>
+</tr>
+</tbody>
+</table>
+<table border="0">
+<tbody>
+<tr>
+<td style="text-align: center;"><a href="/index.php?title=How to edit the template structure"><img style="border: 2px dotted blue;" src="/images/EditTemplateStructure.png" alt="" width="183" height="29" /></a></td>
+<td>
+<p>With the button Edit template structure you can change / edit the structure and input of your document.</p>
+</td>
+</tr>
+</tbody>
+</table>
+<p>&nbsp;</p>
+<p>At the lower part of the page you see three tabs:</p>
+<ul>
+<li>Address and info</li>
+<li>Text before the table an </li>
+<li>Text after the table.</li>
+</ul>
+<p>Table means this part in the template, where the invoice items be placed.</p>
 <p>&nbsp;</p>
-<h2>Navigation</h2>
+<table border="0">
-<p>Some images and buttons throughtout this Wiki have links that, once clicked, will open another page with more information.</p>
-<p>This links are identified by blue dots around images.</p>
-<table style="margin-left: auto; margin-right: auto;" border="0">
 <tbody>
 <tr>
-<td><a href="/index.php?title=MedITEX_Accounting_manual"><img style="display: block; margin-left: auto; margin-right: auto; border: 2px dotted blue;" src="/images/MedITEX_Accounting_129x129.png" alt="" width="129" height="129" /></a></td>
+<td>[[Image:TemplatesAcc.png|none|740px|thumb|left|link=http://wiki.meditex-software.com/images/TemplatesAcc.png|]]</td>
 </tr>
 <tr>
-<td>Click on images with blue dots around it to have further information</td>
+<td>
+<ul>
+<li>At the <strong>address </strong>window you can see the name and the address of the patient.</li>
+<li>At <strong>Info</strong>, the most important informations of the invoice will be shown.</li>
+<li>If you will write some informations directly <strong>above the table</strong> you can insert them and their bookmarks at <strong>Text before the table</strong>.</li>
+<li>Enter at <strong>Text after the table</strong> informations which should be displayed at the <strong>end of the page</strong>, like a signatur or similar.</li>
+<li>You can <strong>insert bookmarks</strong> at each of the three tabs. Simply do this with drag and drop.</li>
+</ul>
+</td>
 </tr>
 </tbody>
 </table>
+<p>&nbsp;</p>
+<p>&nbsp;</p>
+<p>&nbsp;</p>
 <table style="float: right;" border="0">
 <tbody>