Page Comparison

This page has been updated for Version 1.7

The Accounting screen can be completely hidden by assigning a role no Accounting privileges.  Access to individual tabs can be granted per role or per user to protect client information.

Hospital AccountingRoot Access

Privilege

TypeDefinitionExample / ScreenshotVerified

Description	Screen
Accounting	Grants access to the main Accounting screen.  Only the Transaction Search is available with this privilege. Further privileges are needed to perform any actions or see other tabs.

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Accounting

Migration

Screen

Tab Access

Adjustments

Allows the user to see the

UVIS Accounting A/R PaymentsTab Access

Adjustments tab.

 Did not show up as expected - maybe per client?AdjustmentsTab AccessAllows the user to see the Adjustments tab.

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Accounting MigrationTab Access Incorrectly giving access to the Administration tab - is this mislabeled?Accounts recieveableTab AccessGrants access to the Accounts receivable tab.  Users may search for accounts base on balance, age, or client credit status.

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Payment AdjustmentsTab Access

Accounting Screen
Create Debit/Credit Memos	Grants Access to the Credit/Debit Memos tab.  Allows a user to post a new adjustment against a current client account.	Accounting Screen
A/R Credits Debits	Grants access to the A/R Credits Debits tab.  There are two tabs, one for generating a list to send to accounts receivable, another for searching for payments from collections.  This screen is read only without additional privileges.	Accounting Screen
A/R Payments	Grants access to the A/R Payments tab.  Users may search for accounts with a balance based on several factors, and post payments on this page.

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Tab Access

Accounting Screen
Payment Adjustments	Grants access to the Payment Adjustment tabs.  Allows an account to make corrections directly to a client account.

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A/R Credits Debits

Accounting Screen
Internal Refunds	Grants access to the

A/R Credits Debits tab.  There are two tabs, one for generating a list to send to accounts receivable, another for searching for payments from collections.  This screen is read only without additional privileges.

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Direct ChargesTab Access

internal Refunds tab. Allows a user to search for a client and apply an internal refund to the account.	Accounting Screen
Direct Charges	Grants access to the Direct Charges tab.  There are two subtabs, one for pending direct charges, and one for posted direct charges.	Accounting Screen
Accounts Receivable	Grants access to the Accounts receivable tab.  Users may search for accounts base on balance, age, or client credit status.

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	Accounting Screen
Unapplied Credits	Grants access to the Unapplied Credits tab.  This allows accounting to search for client balances with outstanding, unapplied credits.	Accounting Screen
Statements

Tab AccessInternal RefundsTab Access

Grants access to the Statements tab.  There are three subtabs - one for pending transactions, one to send statements to clients, and a statement log with the history of activity performed.

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Accounting Screen
Reports	Grants access to the

internal Refunds tab. Allows a user to search for a client and apply an internal refund to the account.

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Accounting Reports tab	Accounting Screen
ASAQ Adjustments

Tab Access

(Quebec only)  Grants access to the ASAQ adjustment tab.

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ReportsTab AccessGrants access to the Accounting Reports tab

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Unapplied CreditsTab AccessGrants access to the Unapplied Credits tab.  This allows accounting to search for client balances with outstanding, unapplied credits.

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Create Debit/Credit MemosTab AccessGrants Access to the Credit/Debit Memos tab.  Allows a user to post a new adjustment against a current client account.

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Accounting Screen
Accounting Migration	Allows the user to see the UVIS and VetStar Accounting migration tabs.	Accounting Screen