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.
| Privilege | 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. | Accounting Screen |
| Adjustments | Allows the user to see the Adjustments tab. | 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. | Accounting Screen |
| Payment Adjustments | Grants access to the Payment Adjustment tabs. Allows an account to make corrections directly to a client account. | Accounting Screen |
| Internal Refunds | Grants 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 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. | 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 | 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. | Accounting Screen |
| Reports | Grants access to the Accounting Reports tab | Accounting Screen |
| ASAQ Adjustments | (Quebec only) Grants access to the ASAQ adjustment tab. | Accounting Screen |
| Accounting Migration | Allows the user to see the UVIS and VetStar Accounting migration tabs. | Accounting Screen |