• What is in the Client Info tab?

    Animana allows you to capture and manage a wide variety of information about your clients. In the Client Info you will be given the opportunity to store hidden notes, mention how a client was recruited, birth date and so on. This article provides more detail as to every field that…

  • How do I create a combi protocol?

    Animana provides the ability to combine (custom) protocols with combi-products to make a “combi protocol”. This feature allows you to link a protocol to a combi-product and use it as a complete package on a patient file. This is handy if you want to standardise the way you work in…

  • How do I use barcodes to scan my products?

    In Animana it is possible to add products to the client or patient file, by using a barcode (EAN) scanner. This is handy in general but especially if you are trying to sell bags of pet food or products which have a lot of variations. Each product which needs to be…

  • How do I add multiple email addresses to one client?

    When creating a contact or client in Animana, you will be given the opportunity to add email details. This article will explain how to add multiple email addresses to one client. Step-by-step instructions Search the appropriate client and click on Client Data: Find the email field: Add another email address by entering…

  • How do I clear the cookies and cache of my Chrome browser?

    Web browsers need to save temporary files in order for websites to display correctly, Animana is not an exception; a build up of these files could cause your computer and your browser to run slower and negatively impact your Animana experience. This article will explain how to remove these files,…

  • How do I clear the cookies and cache of my Firefox browser?

    Web browsers need to save temporary files in order for websites to display correctly, Animana is not an exception; a build up of these files could cause your computer and your browser to run slower and negatively impact your Animana experience. This article will explain how to remove these files,…

  • How do I process an incoming internal order?

    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…

  • How do I set up my Google Chrome browser?

    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…

  • How do I setup Adobe Acrobat and one-click (silent) printing in Google Chrome?

     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 explained

    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…

  • How do I add products from a 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…

  • How can I see if my Animana account is Invoice or Cash based?

    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…

  • How do I edit a user?

    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 Settings > General Settings > User Management. You…

  • How do I create user roles with specific permissions in Animana?

    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…

  • How do I extract the contents of a zip file?

    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…

  • How do I create multiple financial statements at the same time?

    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…

  • How do I update my product cost price?

    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…

  • How do I add ledgers to my ledger scheme?

    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…

  • How do I convert my csv to a useable format in Excel?

    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…

  • How do I place orders with my suppliers?

    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…

  • Database delivery requirements

    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,…

  • How do I get help within Animana?

    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…