Add or edit bookkeeping codes

Learn how to add or edit multiple bookkeeping codes through one window to streamline your bookkeeping

Richard avatar
Written by Richard
Updated over a week ago

In the finance settings, we added a window to set up bookkeeping codes (general ledger codes) for all your treatments, packages, products, and tax rates at once and in the same location.

With this feature, you can quickly set up all bookkeeping codes to ensure your financial data from Clinicminds can easily be used and imported into your administrative or bookkeeping software.

To quickly open this window, click this link:

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