Meditech overview

Summary view of the Meditech connection flow and available support

You can share your financial data from this integration using the Intelligent upload method. To do so, click the data sharing link you received via email to open the connection flow.

Next, select your accounting software from the list. Then, follow the on-screen instructions to run, download, and share reports. We summarized these steps below.

Upload your bills

Supported file formats: XLS, XLSX, XLSM, CSV

1. In Meditech, open the Accounts Payable module.
2. Choose Invoice Inquiry from the left-hand menu.
3. Set Invoice Date From to one year ago.
4. Click Search to generate the report.
5. Select Export → Excel.
6. Upload the file using the link provided to you.

Upload your suppliers

Supported file formats: XLS, XLSX, XLSM, CSV

1. In Meditech, open the Materials Management module.
2. Select Vendor Master → Vendor List Report.
3. Click Run to generate the list.
4. Select Export → Excel.
5. Upload the file using the link provided to you.

Upload your payments

Supported file formats: XLS, XLSX, XLSM, CSV

1. In Meditech, open the Accounts Payable module.
2. Select Payment Register.
3. Set Payment Date From to one year ago.
4. Click Generate.
5. Select Export → Excel.
6. Upload the file using the link provided to you.

Upload your expenses

Supported file formats: XLS, XLSX, XLSM, CSV

1. In Meditech, open the General Ledger module.
2. Select Expense Detail Report (or a similarly named report).
3. Filter the Posting Date to the last year.
4. Click Generate.
5. Select Export → Excel.
6. Upload the file using the link provided to you.