How to Set up and Use the General Ledger
This powerful new feature allows users to record, manage, and track financial transactions for individuals directly within the eChart. A default “Checking Account” is created automatically, with full flexibility to manage multiple accounts from ICM settings.
The General Ledger provides:
- A dedicated tile in the individual’s eChart for easy access
- A detailed ledger screen to view, add, update, and delete transactions
- Filtering options for quick navigation and reporting
- The ability to upload supporting documents or receipts
- Admins can set a default account type for general ledger entries in iCM settings.
With these capabilities, customers can now efficiently manage income, expenses, and balances across multiple accounts, ensuring greater accuracy and transparency in financial tracking.
Click here to watch a video on how to configure this feature