Welcome to MedITEX Accounting

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<p>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.</p>
 
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Revision as of 10:15, 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

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.

 

 

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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.

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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

 

 

Invoice management

 

 

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>