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  • In focus: Processing a payment

    • 25 April 2022
    • David Good

    On this page, you’ll find all our help resources regarding how to take payments in Animana. Instructional videos These videos are part of the free online course An introduction to Animana. Click here to go to the course. Help articles Creating a new payment How do I invoice uninvoiced products?…

  • In focus: Data Security

    • 19 December 2022
    • Caroline van Leeuwen

    General Data Protection Regulation (GDPR) is a tricky topic, especially when you don’t deal with it daily. On this page, we provide you with information about data security, GDPR and your Animana account. Animana and data security This page relates only to data security concerning Animana. For security measures at…

  • Animana Financial Quick Reference Guide

    • 10 October 2016
    • IDEXX Software HQ

    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,…

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

    • 23 February 2024
    • IDEXX Software HQ

    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…

  • How do I fix the most common email problems?

    • David Good

    There are many possible causes why an email can’t be sent or delivered. Some problems you can fix yourself but sometimes the issue lies with the recipient. This article is a troubleshooting guide which provides some tips you can implement (tips 1 to 5) but also some tips that your…

  • In focus: Successful emailing

    • 16 January 2024
    • Caroline van Leeuwen

    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…

  • Can I cancel my Animana account?

    • 17 November 2022
    • Caroline van Leeuwen

    Perhaps one day you want or need to cancel your Animana account. Of course, we are sorry to lose you as a customer, but we will do everything we can to make sure these last processes run smoothly. Before you continue Account closure always takes place as of the first…

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

    • 5 October 2023
    • IDEXX Software HQ

    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…

  • How do I get help within Animana?

    • 7 November 2016
    • IDEXX Software HQ

    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…

  • In focus: RCVS Codes of Professional Conduct

    • 4 September 2023
    • IDEXX Software HQ

    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)…

  • How do I customise my patient file and herd file buttons?

    • 31 August 2023
    • Caroline van Leeuwen

    Depending on your role in your practice you may find that you perform some actions in the patient or herd file more frequently than others. For this reason, it is possible to customise the blue action button row in the patient and herd file just the way you like it….

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

    • 26 January 2016
    • IDEXX Software HQ

    Animana supports printing via Adobe Acrobat printing. To enable ‘silent printing’ (where your label or invoice is produced with one click of the print icon), it is important to follow all the instructions, in the exact proposed order to make this work (see the steps under the header: Article Contents)….

  • Learning Path: Automated Reminders

    • 11 September 2018
    • IDEXX Software HQ

    Making your practice more efficient with Automated Reminders Reminding clients that preventative care for their animal is due, is perceived as one of the most tedious tasks in a practice. That’s why Animana took the time to develop functionality that will help you automate the reminder process to reduce the…

  • How to refund or credit a service or returned product

    • 7 July 2022
    • IDEXX Software HQ

    The purpose of this article is to describe how to process a refund or credit for an unwanted service or returned product. On occasion, you simply may have made an error in the product that has been booked out. You can follow the workflow below to handle these scenarios. Prerequisites…

  • IDEXX Animana and VoIP Frequently Asked Questions

    • 18 February 2020
    • IDEXX Software HQ

    IDEXX Animana has partnered with different VoIP providers to support this new feature. VoIP stands for Voice Over Internet Protocol. This means that your phone calls can take place over the internet. This article answers the most frequently asked questions about VoIP. What’s VoIP and why should I use it?…

  • How do I make the blue help question mark in Animana show up?

    • 5 February 2020
    • IDEXX Software HQ

    Animana uses technology to provide assistance and guidance whilst using the software. That guidance can be used by clicking on the blue question mark at the bottom right corner. Sometimes that question mark doesn’t show up and this article will help you get it back. Before you start Step-by-step instructions…

  • IDEXX Animana functionality and GDPR

    • 23 June 2018
    • IDEXX Software HQ

    The General Data Protection Regulation (GDPR) defines the rights of the individuals that you need to comply with as a Data Controller. This page links to knowledge base articles that explain how IDEXX Animana can be used to fulfil some of those requirements. Please note that if you have any questions regarding these rights or…

  • How do I create pdf screenshots in Animana via my browser?

    • 17 April 2018
    • IDEXX Software HQ

    In some instances, you may need to make screenshots of information displayed in Animana. Every web browser has the capability to capture what is currently on your screen and to either print or save it to your computer. This article will focus on creating a screenshot. Before you start Step-by-step…

  • How do I set up reminder groups?

    • 9 April 2018
    • Caroline van Leeuwen

    A reminder group determines which product reminders overrule other product reminders. As it is possible in Animana to schedule reminders to be sent automatically to clients based on reminder settings, the reminder group settings determine which reminders can be deleted when a new product of the same reminder group is…

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

    • 13 March 2018
    • IDEXX Software HQ

    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?

    • IDEXX Software HQ

    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 setup Adobe Acrobat and one-click (silent) printing in Google Chrome?

    • 2 February 2018
    • IDEXX Software HQ

     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…

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