Securing data stored in Animana is a high priority. This article will focus on ensuring that only the right people have the ability to access Animana. Instructions will be given on how to make sure that a user is able to log in to Animana only from a certain network…
There might be instances where you would like to order a product from one of your other branches. This can be done by creating an internal order to move product(s) from one location to another. Even when you are moving products from your stock to a mobile location (e.g. for visiting…
To use IDEXX Animana, all you need is an internet connection and a web browser. We recommend using Google Chrome as your web browser for the best user experience. This article explains how to install Google Chrome and provides tips on its settings. Before you start Step-by-step instructions Download Google…
Animana supports printing via Adobe Acrobat. To enable ‘silent printing’ (where your label or invoice is produced with a single click of the print icon), it is important to follow all the instructions below in the exact proposed order to make this work (see the steps under the header: Article…
The “Balance Cash/Bank” feature provides the ability to view, add, and edit cash and card transactions. This article will show how to navigate through the pages. Please note that this article refers to other knowledge base articles which explain how to perform certain instructions related to transactions. Before you start…
In some instances, it is possible that you have existing products that have not been added from a supplier price list, but you want to update their prices from an existing or new supplier price list. It is important that your existing products have the correct supplier name and supplier…
To be able to sell products, you must first add them to your product database in Animana. This can be done in two ways: either by manually entering all product information or by using the supplier integration. In the UK Animana currently provides the pricelist for Centaur, Henry Schein, IDEXX…
Animana can be set up to function on a Invoice or Cash based accounting scheme. The invoice basis requires you to account for VAT on invoices issued in the VAT period in question, whereas the Cash basis allows you to account for VAT on cash actually received by you in the…
Changing user data comes in handy when for instance the name, role or any of the other fields for a user need to be adjusted. This article explains how an existing user can be edited. Before you start Step-by-step instructions Go to > General Settings > User Management. You will…
If you are managing (a group of) users that require access to a small part of Animana, you can use the role management functionality to create roles with the necessary permissions. These roles can then be linked to specific users. This article will explain how to create user roles with…
In some instances, you are required to download a .zip file from Animana, for statement batches for example. A zip file is simply a collection of files which have been compressed into one file in order to speed up the download time. In this article, we will explain how to…
If you need to create multiple financial statements for multiple clients at the same time, you might want to have a look at the batch statements functionality. This functionality enables you to create multiple PDF statements from the Outstanding Invoices page. Before you start Step-by-step instructions Go to > Financial…
If you print something from Animana, Animana creates a PDF for the requested printout. When the browser settings are incorrect, this document will be displayed in an extra tab in your web browser. This can result in parts of your header or footer not being fully printed. In this article,…
It might happen that the cost prices of your products are changing over time. This means that you need to update the cost price manually or it may happen automatically if your prices are linked to an online wholesaler. This article will explain how to update the prices of of…
In Animana you are able to create your own ledger scheme to keep track of your financial balance, profits, and losses. This article will provide step by step instructions on how to add a new ledger. Before you start Step-by-step instructions Browse to > Financial > Ledger Scheme. The page…
Certain reports extracted from Animana are coming in a Comma Separated Values (CSV) format. This means that all the information extracted is being put in one or multiple cells in Animana without any way to read this properly. This article will show you how to make a CSV file readable…
Animana allows you to place external orders through your wholesaler. In this article you will learn how to set up your account, how to place an order but also how to process the order once it has been delivered to your practice. Before you start Step-by-step instructions Go to Extra…
Introduction for our new customers You’ve received this document because you’re having a conversion from custom made software, or from fellow supplier’s software which we haven’t converted before. Introduction for fellow suppliers You’ve received this document because your assistance has been requested, to deliver your client’s data. For both cases,…
Once logged in, you can access Animana’s intuitive help and training system from any page and at any time, simply by clicking the blue “?” icon in the bottom right corner of the screen. The Animana Help Library Clicking the icon will display the help library where you will have…
Introduction The purpose of this article is to define financial terms in context of the Financial module within Animana. Animana can be used to create sale- and purchase invoices, book cash, card and other payments. Do journal bookings, create P&L and balance reports. Do vat reporting, monthly invoicing, debtor management,…
This article will explain how you can view changes which have been made to your system (an audit log) via Extra > Log. This allows you to verify what has changed, who made the change, and what the old and new values are. This can help you to answer questions regarding changes…
Information pertaining to an existing contact, such as names, phone numbers and addresses can be edited via the Client Data tab. Contact financial information (Bank details, and direct debit), and advanced contact settings such as discounts, loyalty card settings, and treatment plans (if configured), can also be defined here. Step-by-step instructions Find…
A manual insurance claim (Patient File > Insurance Claim) can be created when you are working with insurance companies that are not currently supported through Animana’s integration with VetEnvoy. Manual claims don’t have to meet any specific requirements in order to be saved and can be emailed to a client or printed for…
Unfortunately, it’s not an exception when an X-ray is accidentally scheduled in for less time than needed, but by using appointment types in Animana this problem will be history! Appointment types allow you to define a specific type of appointment with a default duration (and other settings). For example, you…
You will often see one client coming in with multiple patients for their vaccination. Animana allows you to send out one reminder that calls for all patients in one message. Go to Settings > General Settings > Content Designer where you can enter different merge codes within the text to…