How to Set Up Banking for a Location

Overview

When you create a new location in Core Practice, you may also need to set up its bank account details. This ensured the location has the appropriate banking information configured for payments received at the practice.

Steps

1. Click the Cog icon, then select Locations.
   
   
    
2. Go to the Banking tab on the left side.
   
   
    
3. Click Create Account.
   
   
    
4. Enter the required bank account details.
   
   
    
5. Click Save Changes to create the account

The bank account is now available for the location.

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