Accounting
Cathy Allison
Owned by Cathy Allison
Lab Accounting Privileges
| Privilege | Description | Screen / Tab |
|---|---|---|
| Accounting | Root access to the Accounting system. Without this, the screen does not appear on the toolbar, or in Navigation. | Accounting Screen |
| Process Statements | Allows the user to Send Statements to clients. | Statements Tab |
| Disable System Pending Review | Administrative 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 Invoices | Allows the user to create invoice statements for clients. | Current Charges Tab |
| Create Adjustments | Allows the user to make a new adjustment on a client bill. | Invoices Payments Adjustments Tab |
| Create Accounting Deposits | Grants the user the ability to add new deposits to an account. | Payments Tab |
| Create Accounting Payments | Grants the user the ability to apply payments to an account. | Payments Tab |
| Print Collection Letter | Allows the user to process collection letters, and either print them or send them to the client. | A/R Tab |
| Credit Card Payment | Allows the user to apply a credit card payment to an account on the Payments tab. | Payments Tab. Client Accounting Tab |
| Access Reports Tab | Grants access to the Reports tab to view labs financial statements. | Reports Tab |
| Access Administration Tab | Grants access to the Administration tab to perform admin functions (recalculate finalized accession charges and client balances.) | Administration Tab |
| Add Accounting Charges | Allows the user to Add Misc Charges on the Current Charges tabs. | Current Charges |
| Edit Accounting Charges | Allows the user to edit individual charges on the Current Charges tabs. | Current Charges |
| Edit Accounting Payments | Allows the user to edit recent payments made on the Payments tab. | Payments |
| Email/Fax Invoice | Grants 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 Accounting | Grants read only access to the base accounting screens in Labs - Client Alerts, Current Charges, Statements, Payments, Deposits, and A/R. | Accounting Screen |
VetView Wiki Most recent releases of VetView: Version 5.0.2 and 4.2.8 Hotfix (Released 12/20/2024)