This is a manual for using Account Desk.

  1. Select Cash Option and select Account from drop down menu.
  2. Type the Username and Password of the user.
  3. Make sure the Local DB option is selected.



  1. Click on "OK" to open the software
  2. The window will open as shown below.




The Account Desk has multiple different Panels. Such as:-


1. Billing    2. Costing   3. AccLists   4.Inputs  5. Services 

6. Inventory  7. CustQUery   8. Settings  9. Extra  10. Help 



1. Billing
 The Billing Tab has the following options:

  1. Billing Modes
    - this option allows us to add new billing modes
  2. Department
    - this option allows us to add new hospital depatments and wards
  3. Tax/Discount
    - this option allows us to create discount modes
  4. Tax Groups
    - this option allows us to create new Tax groups
  5. Disc Groups
    - this option allows us to create new discount groups
  6. Banking List
    - this option allows us to add banking list


  1. Billing Modes

  We create the different billing mode for different services provided in hospital.
  For eg: General Services, EHS(Extended Health Services).



For adding a new Billing Mode:

  • Click on Billing Modes


  • Type the Name for the Billing Mode and click on Add
    Eg:- EHS



b. Departments

From here we create new hospital departments.
When we click on the Department option a window will pop-up as shown below.



1. Category    2. Dept Name    3. Auto Billing    4. Room
5. Incharge    6. Bed No.     7. Save (button)



  1. Category
      - Select the category
       - Consultation
       - Patient Ward
  2. Dept Name / Department Name
    - Enter the Department Name
  3. Auto Billing
    - this option is used only in case of patient ward category, we specify the ward charge
  4. Room
    - (Optional) Enter the consultation room number
  5. Incharge
    - (Optional) Select the person who is incharge.
  6. Bed No.
    - used only in the case of wards, it sets the number for the bed in ward
      eg:  Emergency Bed 1, Emergency Bed 2 etc.
  7. Save (button)
    - Saves the Entry made in this window
    Eg:




c. Tax/discount

Tax/discount has two mode, Patient mode and and Service mode. Patient mode discount is on the basis of Discount mode fixed percent, where as in service mode discount vary according to the services.

Patient Mode discount setup:

  1. Type a Discount label (for eg: General, Staff,etc.).
  2. Select a Discount Mode like fixed percent, custom value.

    (i) Fixed Percent: To provide % discount, same for all the departments.
    (ii) Custom Values: To provide different % discount in different depatments.
    (iii) None: No any discount.


  3. Fix maximum amount for this discount type within 1 year.(Optional)
  4. Fix a discount percent.
  5. Select the year of start.
  6. Custom discount work only in case of discount mode as custom value. Custom discount mode allow to set custom discount percent for different billing category (Laboratory, Radiology,etc) and to set exception item in billing.



  7. Click on add.




Setting discount for the patient:

  1. Click on Inputs from the menu bar and select patient account. A form will open as follows.





  2. Enter the patient recent Encounter ID (not the patient number) and click on the refresh button which is beside the highlighted box.

  3. Select the discount mode as per the required discount to be given and click on update.





Insert the costing values for different services:



  1. Click on the Costing and a list will appear as shown above. The list includes the various departments of the hospitals.
    Click on the required department where the cost and services is need to be added.
    In this case we choose Laboratory.






  2. Type the items in the text box.

    • Item Code: The code of the service to be given.
    • Price: The cost of the service.
    • Bill Mode: It is the mode in which the costing of the service can be changed. The different mode can include General, Private, etc. as per the hospital rules.
    • Target: It is the comp id that is used for counter and billing.
    • Status: To keep the item active or inactive.
    • Item Name: The name of the service that will be shown in the billing.



  3. Click on ‘Add’ button to add the service to the database.

  4. The box below the item name is used for searching the item. Import is used to import the database of the services with the costing values at once. To change the values of required service, the required service can be selected and the values can be edited. The ‘Edit’ button should be pressed after editing the values.



Check the summary of the billing report:


  1. Click on the ‘Summary’ and then ‘Dashboard’.






  2. From: The date from which the billing report is to be viewed.
    To: The date until which the billing report is to be viewed.
    Mode: To view the report in various formats which includes Category, Group, Cashier and Location.
    From: The bill no. or the invoice number from which the report is to be viewed.
    To: The bill no. or the invoice number until which the report is to be viewed.

    The From and To for the invoice number can be kept empty.



  3. Select the required values and click on ‘Show’ to view the report as shown below.



Group Wise Report:


This report provides the information about the customised group created by the administrator to view the report as per required. Create the groups:

  1. Click on ‘Reports’ and then click on ‘Group Report’.






  2. Click on ‘Create Groups’ and following page will open.



  3. Provide the group name as per required and click on ‘+’ sign as shown below.







  4. Select the categories to be kept in the group from the drop down list.



  5. Check the boxes of the items that is to be included in the group and click on the arrow sign ‘->’ to add those selected items to the group.



  6. Click on close buttom at the top left corner.
  7. The required group has been created. The other items in the group can be added again with the ‘+’ sign button by following the usual process above.

  8. Click on close and the required group has been created. Following similar process, any number of groups can be created as per required.



Check the group billing report:


  1. Click on ‘Report’ and then click on ‘Group Report’.



  2. Click on the ‘Invoive Date’ or the ‘Entry Date’ as per required and click on ‘Load Data’.
    • Selected Items: To view the report of the selected item from the list only.
    • All Items: To view the report of all the items in the list.
    • From: The date from which the report is to be viewed.
    • To: The date until which the report is to beviewed.
    • Comp: The comp id from which the report is to be viewed.
    • Entry: The different department of the hospital that can be selected from the drop down list.
    • ‘%’ refers to all in general.



  3. Click on the group that has been created and then select the required date ‘From’ and ‘To’ including the comp id and entry. Comp id and Entry can have ‘%’ to show all.
  4. Click on ‘Refresh’.



    • Export: Used to view the report in different formats including print option.



      • Option 1: To print the report.
      • Option 2: To view the report in browser.
      • Option 3: To view the report in pdf file.
      • Option 4: To view the report in Excel.
      • Option 5: To send the mail.
      • Option 6: To save the report.
      • Option 7: To send the file in the network.


    • Summary: To view the report in summarised form.
    • Datewise: To view the report in each date.
    • Grid View: To view the report in above shown format.
    • AMT: Shows the total amount collected in the group.
    • QTY Chart: To view the report of quantity in chart.



    • AMT Chart: To view the report on amount in chart.



    • Details: To view the report in detail.
    • Patient: To view the report according to the patient.
    • Dates: To view the report according to the dates in detail.
    • Visits: To view the patient visit counts.



Item Wise Report


  1. Click on the ‘Report’ and then ‘ItemWise Report’.





  2. Click on the ‘Invoive Date’ or the ‘Entry Date’ as per required and click on ‘Load Data’.
    • Category: ‘%’ refers to all the categories. Other categories include Diagnostic Tests, Medicines, General Services, etc.
    • Selected Items: To view the report of the selected item from the list only.
    • All Items: To view the report of all the items in the list.
    • From: The date from which the report is to be viewed.
    • To: The date until which the report is to beviewed.
    • Mode: The different modes present in the hospital.
    • Comp: The comp id from which the report is to be viewed.


  3. Click on ‘Refresh’ to view the report.



    • Export: Used to view the report in different formats including print option.



    •   Option 1:  To print the report.
        Option 2:  To view the report in browser.
        Option 3:  To view the report in pdf file.
        Option 4:  To view the report in Excel.
        Option 5:  To send the mail.
        Option 6:  To save the report.
        Option 7:  To send the file in the network


    • Summary: To view the report in summarised form.
    • Datewise: To view the report in each date.
    • Grid View: To view the report in above shown format.
    • AMT: Shows the total amount collected in the group.
    • QTY Chart: To view the report of quantity in chart.
    • AMT Chart: To view the report on amount in chart.
    • Details: To view the report in detail.
    • Patient: To view the report according to the patient.
    • Dates: To view the report according to the dates in detail.
    • Visits: To view the patient visit counts.



  1. We fill the GridView with desired data
  2. We want to get sum of each medicine dispensed for each day.
  3. Medicine Column is 3, Date Column is 9, Quantity Column is 5.
  4. Open Chart Setting -> Grid Summary -> Quantitative Summation
  5. Put Chapter Column (Date) =9 Group Column (Medicine)=3 Value Column (Quantity)=5
  6. Right Click on Grid View in Inventory Report and Select Summation. We get Report Chapter as individual datetime and quantity is not summed for day.
  7. Open Chart Setting -> Grid Summary -> Quantitative Summation In addition to variable columns select the script in Chapter Format. Put gbs3 as shell name.
  8. Right Click on Grid View in Inventory Report and Select Summation. You get the report in desired format. The quantity is summed for each day.