Accounting Setup

Accounting Setup 

The Accounting Setup tab defines the accounting rules and certain setup parameters for your hospital, including customized payment options, email settings, and the dates that your organization or university's ledgers use as the start or end date of the business month and year. 

General Settings

FieldDescription
Fiscal Year Start DateThe day your organization starts its fiscal year.  Certain reports will be based off this date.
Don't Send Statements If Balance is Lower ThanThe minimum balance required to trigger a statement to an account.  This can be set to an amount higher than 0.1 if your organization takes into account the minimum balance needed to justify collections.
Collect Tax From ClientThis flag should be turned on if you pass along taxes to the client as a separate line item.  If you include taxes in the base price and the calculate them for state and local after the fact, it can be left off.  Note that taxes can always be turned off for product types.
Allow Service Fees On By DefaultWhen this flag is checked, service fees are charged by default.  When this flag is not checked, service fees are charged only based on product setup.
Default Estimate Markup percentageThe Estimate feature can automatically include a buffer up and buffer down based on a certain percentage.  This percentage can be entered here.
Default Estimate CategoryThe default estimate category that should load on a new estimate.  If you have a unique set of products in a category for estimates, it can be loaded here.
Default Print Product DetailsProduct details will be included on the line item of the order when this is checked. 

Payment Type Setup

This section allows you to add custom payments.  Payments are classified into hard coded types - cash, credit, direct charge, finance agency, and other.  Payments can be set to require additional payment information, or not.  As technology changes and your hospital may want to offer different types of payment options, such as PayPal, Apple Pay, or Venmo, this new options can be added on this screen.

Add New Payment Type

Click on the Add button to create a new payment type.  

Enter in the name, select the hard coded type from the drop down menu, and indicate whether the client should include additional payment info.

Once Saved, the new payment type will become available on the Cashier screen.

Adjustment Type Setup

These are the adjustment types that can be entered in for a client under the Accounting screen.  Some of these Adjustment Types also feed into the Hospital Setup tab as the defaults.

Add New Adjustment Type

To add a new adjustment type, click on the Add button.  Enter in a name, and the hard coded adjustment type.  This determines what screen this adjustment type will be available on.

Once saved, these types become available through the rest of the system, depending on the Adjustment type (e.g. client adjustments are available under the Account Adjustments tab.)

Direct Charge Account Settings

These settings allow you to determine what actions should be taken when a client marked as Direct Charge has a statement.

You can prevent processing of the statement entirely, display a warning, or do nothing.  You can also create credit and debit object codes to interface with an external invoicing system if your organization utilizes one. 

Register Settings

This tab allows you to indicate when a Register Management should default to.  It can be the first day of the current month, the current day, or the previous day.

Email Settings

The Email Settings tab is where you can build the automated email or fax reports for Statements and Collection letters.  These forms support VetView's placeholder systems, to automatically pull in the relevant client information to the subject line and the text body of the email or fax.   These are stored separately to allow for custom formatting for each one.

Statement Report

Collection Letters

VetView Wiki

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