Laboratory Nightly Accounting Jobs
- Andrew Hanneman
- Cathy Allison
Owned by Andrew Hanneman
General Overview
| Description: | This job ages account balances nightly, creates/sends monthly statements and invoices, and also processes late fees monthly. |
The rules applied to these are set up on a per Lab basis.
Job Settings
Select the execution time and the server to run this job on.
VetView strongly recommends having a dedicated API server, and having a processor intensive job such as this one run during the off hours.
Required Lab Setup
Report Setup - Monthly Statements
You must have entered in Statement Reports under the Report Setup tab in your lab.
Client Setup - Client Age Balance Calculation and Late Fees
For balances and monthly late fees, you must have sect up the Client Age Balance Calculation and choose the day of the month for it to run. (You can also change this to a daily calculation if your accounting department prefers this.)
Choose the Late Fee types, the date that late fees are applied, and at what point an aged balance will receive a late fee.
