Finance Tools

Summary This page of the manual is a guide to the system administration of the Finance screens. These screens have several system administration tasks which allow the screen to be customised to your practice and clients needs. Details Configura...

Summary The Close Accounting Period Date is an accounting and security feature which prevents any editing of client accounts before the date set. Details Set the Close Accounting Period From the ' Finance ' toolbar menu select ' Close Account...

Summary The Daily Cash Screen is a means of producing a list of all payments received and entered into the system each day. The Daily Cash screen produces three different reports with varying levels of detail on the payments taken. The Daily Ca...

Summary The Till Takings Screen is used to record the amount of payments received and amount of cash in the till, between the time/date specified. The Till Takings Screen captures data entered and compares it against transactions entered into th...

Summary Daily Sales produces a list of invoices issued and payments received on the system between the dates specified. This screen allows you to see the value of work carried out compared to the value of payments received. Details To access Da...

Summary The Client Discounts screen is used to process monthly discounts for clients between dates specified. Details This screen can be accessed via the top menu Finance > Client Discounts. Monthly Discount levels (percentage) ...

Summary This screen can be used to quickly look up the the price of item/s (with dispensing fees, minimum charges etc) without requiring the user to add the item to a patients treatment draft or create an estimate.  The price list is a list of a...

Summary This feature offers an alternative to manually invoicing by animal. It allows you to invoice all customers who have had treatments between specified dates in batch. Any items that have been added to the ' Pre-Invoice ' tab in the Treatme...