• How do I correct a bank payment?

    Depending on whether or not you allow it, clients can pay their invoices via a bank transfer. Sometimes, you may accidentally have recorded the wrong details for a bank payment. This article will explain how to correct a bank payment. Before you start Scenario 1: wrong date The bank payment…

  • How do I clear bad debtors onto ledgers?

    Some practices are confronted with bad debtors every once in a while. There are two methods to clear bad debtors. One is to split the invoice amount excluding VAT and the VAT into separate ledgers and the other is to book a credit invoice against the open invoiced amount. When…

  • How do I add a new transaction through Balance Cash/Bank?

    The “Balance Cash/Bank” functionality allows you to view, manually add and edit financial transactions in Animana. You can use Balance Cash/Bank to book a transaction if you don’t want that transaction to be visible for everyone (for example a transaction from vault to the bank), if it involves transactions on…

  • How do I process incoming bank payments?

    Depending on whether or not you allow it, clients can pay their invoices via a bank transfer. The moment the transaction is complete and the amount has been added to your bank account, you can process it in Animana manually. This article explains how to manually process bank payments in…

  • How do I allocate insurance payments?

    After a claim has been sent to an insurance company you may receive full or partial payment from the insurance company. This article explains best practices on how to book these payments and follow up on actual payments received from an insurance company. Before you start Step-by-step instructions Browse to …

  • How do I book a payment directly onto a ledger?

    The “Balance Cash/Bank” functionality allows you to view, manually add and edit financial transactions in Animana. You can use Balance Cash/Bank to book a transaction if you don’t want that transaction to be visible for everyone (for example a transaction from the safe to the bank), if it involves transactions…

  • Where can I view the IDEXX Software terms and conditions?

    At IDEXX, we take our commitment to protecting your practice and your customers’ privacy and personal data seriously. As part of this commitment, you can find our General Terms and Conditions, our Data Processing Agreement, and its associated schedules on the IDEXX website here. These documents outline the terms for…

  • In focus: Successful emailing

    Communicating with your clients is an important activity that you do all day, every day. Emailing is an important part of that and we want you to get the most out of Animana’s emailing functionality. On this page you will find all the relevant information regarding emailing from Animana. Click…

  • How do I create a logbook?

    The logbook allows you to create an overview of which medication has been given to which herd or horse, for which indication, and what the waiting time is before consuming milk or meat. This article explains how to create a logbook in Animana. Before you start Step-by-step instructions Open the…

  • How do I merge duplicate patient files?

    It may happen that a patient is entered in the system twice. To avoid confusion, in this article we will explain how to merge the duplicate patient files. We will discuss this using the following two scenarios: The patient is registered with two different owners. The patient is registered twice…

  • How do I transition my bookkeeping into the next year?

    At the end of each calendar year, Animana automatically generates an empty book for the new year. Since it’s empty, you will need to transition everything from your current book year into the next. This article explains what is needed to close your current book year in Animana and how…

  • In focus: Year-end

    Year-end; a recurring task that usually brings up lots of questions. On this page you will find all the relevant information to help you close your bookyear. What preparations do I need to do before closing a bookyear? Before closing your bookyear in Animana, you have to make sure that…

  • How do I add a start amount to a ledger?

    Sometimes, it is necessary to create a new ledger, and in such cases, the starting balance for that account is typically set to 0, and no start amounts need to be configured after creation. However, when transitioning to a new book year, the process is different. At the end of…

  • How do I share my books with my accountant?

    If you are using the services of an accountant or bookkeeper, you will need to share your financial data with them. This article explains how to share your accounting information in Animana with your accountant. Before you start Step-by-step instructions Go to  > Financial > Balance. You might see the…

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  • We’re sorry you experienced an error

    Most errors in Animana can be quickly resolved by following the steps below, so please give these a try before contacting support; Retry the action. Click your browser’s back button, and try the same action again. Try different options (if applicable). Click your browser’s back button, and change the criteria…

  • In focus: RCVS Codes of Professional Conduct

    The Royal College of Veterinary Surgeons (RCVS) maintains a comprehensive set of advice and guidelines for veterinary practices in the United Kingdom. This page covers how Animana can help your practice comply with these guidelines. The RCVS Guidelines The RCVS guidance on ‘under care’ and prescribing prescription-only veterinary medicines (POM-Vs)…

  • Interaction – Label

    The Label interaction allows you to quickly generate a label in different places in the application. To manage your labels, go to: > General Settings > Content Designer > tab Label. Here you will find pre-defined system labels. System labels are labels that you cannot delete – their recycle bin…

  • How do I manually link a lab result in Animana?

    When you use IDEXX in-house diagnostic equipment and VetConnect PLUS for the IDEXX Reference Lab tests, all lab results are automatically linked to the correct patient file in Animana. When you use a different analyser or you use the IDEXX Reference Lab but not the VetConnect Plus functionality, the results…

  • How do I install a custom protocol from a template?

    With custom protocols, you can simplify repetitive tasks by using a customised template. This comes in handy if you want to have a uniform treatment plan within your practice. Moreover, it will save you a lot of time. Within Animana you are able to create your own custom protocols or you…

  • How do I adjust the default view of the patient file and herd file?

    It is possible to customise the default view of patient and herd files in Animana to your preference by setting the patient file filter options and configuring the action buttons differently. This article explains how to adjust the filter settings for your Animana user account. Step-by-step instructions Go to  >…

  • How do I filter specific activities in the patient or herd file?

    When a patient or herd has been with your practice for a long time, their file will build up a history. Therefore, sometimes it takes more time to find specific information. This is why Animana allows you to filter in the herd and patient file by specific activities such as…

  • How do I copy a protocol?

    With custom protocols, you can simplify repetitive tasks by using a customised template. This comes in handy if you want to have a uniform treatment plan within your practice. Moreover, it will save you a lot of time. This article will explain how to copy a (custom) protocol. This is…