Accounting

Lab Accounting Privileges

PrivilegeDescriptionScreen / Tab
AccountingRoot access to the Accounting system.  Without this, the screen does not appear on the toolbar, or in Navigation.Accounting Screen
Process StatementsAllows the user to Send Statements to clients.Statements Tab
Disable System Pending ReviewAdministrative privilege that allows a user to apply charges to an invoice that was already sent without flagging the charge for review.Current Charges tab
Create InvoicesAllows the user to create invoice statements for clients.Current Charges Tab
Create AdjustmentsAllows the user to make a new adjustment on a client bill.Invoices Payments Adjustments Tab
Create Accounting DepositsGrants the user the ability to add new deposits to an account.Payments Tab
Create Accounting PaymentsGrants the user the ability to apply payments to an account.Payments Tab
Print Collection LetterAllows the user to process collection letters, and either print them or send them to the client.A/R Tab
Credit Card PaymentAllows the user to apply a credit card payment to an account on the Payments tab.Payments Tab. Client Accounting Tab
Access Reports TabGrants access to the Reports tab to view labs financial statements.Reports Tab
Access Administration TabGrants access to the Administration tab to perform admin functions (recalculate finalized accession charges and client balances.)Administration Tab
Add Accounting ChargesAllows the user to Add Misc Charges on the Current Charges tabs.Current Charges
Edit Accounting ChargesAllows the user to edit individual charges on the Current Charges tabs.Current Charges
Edit Accounting PaymentsAllows the user to edit recent payments made on the Payments tab.Payments
Email/Fax InvoiceGrants the user the right to email an invoice using the Send button, instead of printing and mailing it.  Will support Fax as an option in a future improvement.Invoices, Payments, Adjustments Tab
Access AccountingGrants read only access to the base accounting screens in Labs - Client Alerts, Current Charges, Statements, Payments, Deposits, and A/R.Accounting Screen

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Most recent releases of VetView:  Version 4.2.5 Hotfix (Released 10/31/2024)