User guide

Blue Chip Training Guide Page 183 of 193
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Blue Chip Training Guide
Banking
Is available when Practice Explorer (F12) is launched in the Menu Margin.
It is recommended that the Practice settle their Banking transactions on a regular basis
irrespective of whether the Deposit Slips are used. Daily Settlements provide users with a
foolproof process of ensuring that correct reconciliations are maintained, it is further
recommended that daily takings are reconciled against your Day Sheet to ensure that your
banking transactions are correct.
Settling your Blue Chip banking on a regular basis will help prevent small errors escalating
into big errors at a later time.
Your EFTPOS machine (whether tyro (EFTPOS Auto) or bank (EFTPOS Manual) based)
will provide a daily tally of transactions processed that day. It is far easier for a practice to
reconcile on a daily basis when multiple staff are involved in the data entry, then to wait till
the end of the week. The printing of settlement slips within Blue Chip is not necessary
however, it is important and recommended that you settle the EFTPOS section of Blue Chip
banking.
1. Cash and Cheque (Physical Banking)
2. Open the account to perform banking