Accounts Master

Overview

The Accounts Master is your chart of accounts — it defines the entities that appear as debit (Dr) and credit (Cr) sides in every voucher (invoice, receipt, payment, contra, etc.). Each account represents a revenue stream, payment method, or payable entity.

Billable items (consultations, medicines, lab tests, procedures, etc.) are configured separately under Item Masters. See Item Management.

Account Types

NICE HMS supports these account types:

Type	Purpose
OPD	Outpatient department revenue
IPD	Inpatient department revenue
LAB	Laboratory/diagnostic revenue
PHARMACY	Pharmacy sales revenue
PATIENT	Patient accounts (credit customers, corporate/TPA billing)
PAYOR	TPA/insurance payer accounts
CASH	Cash-in-hand accounts
BANK	Bank accounts
DIGITAL	Digital payment accounts (UPI, card, etc.)
VENDOR	Supplier/vendor accounts for purchases
CONSIGNEE	Consignment-based stock accounts
HOSPITAL	Internal hospital expense/revenue
DOCTOR_PAYMENT	Doctor payment/commission accounts
STORE	Inventory/store accounts

Adding an Account

Go to Admin Dashboard > Account Master > Create.
Fill in:

Field	Required	Description
Account Type	Yes	OPD, IPD, LAB, PHARMACY, PATIENT, PAYOR, CASH, BANK, DIGITAL, VENDOR, CONSIGNEE, HOSPITAL, DOCTOR_PAYMENT, or STORE
Tariff Name	Only for PAYOR	Links the payer account to a tariff/rate card
Name	Yes	Account display name, e.g., "Consultation Fee - General"
Phone	Yes	Contact number for the account
Address	Yes	Physical or billing address
State	Yes	State for tax jurisdiction
Opening Balance	Auto	Display-only — system-calculated from voucher history
isActive	Yes	Uncheck to deactivate; inactive accounts don't appear in dropdowns
GST number	No	GSTIN for the account entity
PAN number	No	PAN for the account entity

Submit the form. The account is now available in debit/credit dropdowns across vouchers.

Using Accounts in Vouchers

Once created, accounts appear in the Dr (debit) and Cr (credit) dropdowns when creating vouchers (invoices, receipts, payments, contra entries, etc.). The account type determines which side of a voucher it can appear on:

Voucher Type	Dr Account (Debit)	Cr Account (Credit)
Invoice	PATIENT, PAYOR	OPD, IPD, LAB, PHARMACY
Receipt	CASH, BANK, DIGITAL	PATIENT, PAYOR
Payment	VENDOR, DOCTOR_PAYMENT	CASH, BANK, DIGITAL
Contra	CASH, BANK	CASH, BANK, DIGITAL
Purchase	STORE, HOSPITAL	VENDOR

Items (medicines, lab tests, procedures, etc.) are added to vouchers from the Item Masters — they are managed separately from accounts. See Item Management.

Common Account Structures

Clinic Setup

Consultation Fee - General
Consultation Fee - Specialist
Pharmacy Sales
Lab Test Revenue
Miscellaneous Income

Hospital Setup

Room Charge - General Ward
Room Charge - Private
Room Charge - ICU
Consultation Fee - OPD
Consultation Fee - IPD Visit
Pharmacy Revenue
Lab Revenue
Radiology Revenue
Procedure Charges (OT, Dressings, etc.)
Miscellaneous Income

FAQ

Q: Can I import accounts from my old system? A: Yes. Contact support for data migration — we can bulk-import your chart of accounts during implementation.

Q: Can accounts be deactivated instead of deleted? A: Yes. Set "Is Active" to No. The account remains in historical transactions but won't appear for new bills.

Q: How do GST rates work across states? A: Tax is applied based on the organization's state code (configured in Organization Settings) and the tax type assigned to each item.