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Panel

Hospital Accounting Privileges

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.

Privilege

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DescriptionScreen
AccountingGrants 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.Accounting Screen
AdjustmentsAllows the user to see the Adjustments tab.

Accounting Screen

Create Debit/Credit MemosGrants 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 DebitsGrants 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 PaymentsGrants 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. 

Accounting Screen

Payment AdjustmentsGrants access to the Payment Adjustment tabs.  Allows an account to make corrections directly to a client account.

Accounting Screen

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

Accounting Screen

Direct ChargesGrants access to the Direct Charges tab.  There are two subtabs, one for pending direct charges, and one for posted direct charges.

Accounting Screen

Accounts ReceivableGrants access to the Accounts receivable tab.  Users may search for accounts base on balance, age, or client credit status.

Accounting Screen

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

Accounting Screen

StatementsGrants 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.

Accounting Screen

ReportsGrants access to the Accounting Reports tab

Accounting Screen

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

Accounting Screen

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



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Setup & Admin Guides
Setup & Admin Guides
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