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

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