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
VetView Wiki
Most recent releases of VetView: Version 5.0.2 and 4.2.8 Hotfix (Released 12/20/2024)