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Revision as of 09:30, 26 August 2013

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.

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<img src="/images/MenubarAcc1.png" alt="" width="765" height="149" />

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

 

Contents 1 Items 1.1 Groups 1.2 Items 2 Prices overview 3 Invoice management 4 Document templates

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

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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.

 

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<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.

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<img src="/images/GroupAcc3.png" alt="" width="765" height="375" />

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<img src="/images/howto48.png" alt="" width="48" height="48" />

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

 

 

 

Items

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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.

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<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_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_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=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_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.
<img style="border: 2px dotted blue;" src="/images/ImportPriceList.png" alt="" width="90" height="36" />	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.

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<img src="/images/howto48.png" alt="" width="48" height="48" />

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

 

 

 

 

Prices overview

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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

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Invoice management.

 

Document templates

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Document templates.

 

 

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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>