GP+ Help
Creating a GP+ Account
Who needs to create the account?
We would recommend the main finance person creates the accounts so the “super user” access is given to them and they can control who does what.
When I create an account what boxes are mandatory?
We would encourage you to fill in all the boxes as this will enable you to keep everything up to date and allows the App to ensure that the statements it imports are correct. Practice code however is the most important as the App uses this to check if your statements can be imported or not.
Does the app work with classes and locations?
Yes, if you tick the box in the options it will ask you when analysing a statement which class, location or both the transaction needs to be analysed too.
Can I Restrict access for other users?
Yes, in the users section you can decide who can import, analyse and export the statements you have.
What is the default bank account?
This is the control account you will use to check the statement matches the banking you have received. So you will have the journal entry in this account and the banking so the account at the end of each month should be zero.
If you require any help with control accounts and reconciliation your accountant would be able to help.
Some of the changes I have made to the settings screen have not been saved?
Ensure that you have clicked the “save” button and that you have pop ups allowed for the site as some options require a secondary screen which pop up blockers stop.
Why does it ask for list size etc?
In future updates we are planning to add reporting to the app so you can see from the NHS statement information regarding amounts per patient etc.
How do I connect it to my accounts?
Once you have created your account and completed the settings screen it will take you to the app. And will pop up an option to connect it to your accounts software. If this has been blocked or if you have closed it you simply need to click the option in the top right and go through the simple process of connecting.