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New Estimate Search function

Go to: Clients module > More Reports menu > Estimates > Estimate Search > Estimate Search Options.

Estimate searching functionality has been added to VisionVPM in this version. This will allow you to search for all, uninvoiced or invoiced estimates in a date range, and you can either print a report or send results to a Marketing List.

You can also filter by client marker and can sort by one of two methods:

The Estimate Search window:

Estimate report displaying all estimates, with totals of invoiced and uninvoiced estimates for a specified period.

See Also

Changes to the Clients module in version 344

Client Notes field has been increased

Cheque Details button turns blue

Finance tab on Client Details window

Receipt printing

Info button available on Client Invoice

Clinical record sequence number added to Drug label

Viewing a Printed or Locked Invoice

New Adhoc Reports for Printing Clinical History

New Merge Fields for Word Documents

Prosure Application Form (AU)

Prosure Claim Form (AU)

Neuter check box added to the Equine Details window

Branding fields added to the Equine Details window

Embryo from Mare field added to Pregnancy Details window

Caslicked check box added to the Equine Pregnancy Details Window

Equine Signalment field added

Email button renamed on Lab Results window

Increased functionality for linking lab results (NZ)

Transfer Lab Results

Increased functionality for the automation of reminders

Merging to Adhoc option relocated

Adhoc Reports available from Marketing Schedule

New fields added to SMS Check for Replies Options

Changes to Aged Debtors report

Aged Debtors Reconciliation

Client End of Month Procedures