Summary
Reporting Settings can be accessed via: Administration > Settings and selecting the 'Reporting' category.
This page documents each setting.
Details
Statements
Show Surgery Header
Enabled = Includes the surgery header on statements.
Disabled = Hides the surgery header on statements.
Print Batch in Statement
Enabled = Includes batch details on statements.
Disabled = Hides batch details on statements.
Hide Payment User Name
Enabled = Includes Payment Username on statements.
Disabled = Hides Payment Username on statements.
Statement Remittance Advice
The text submitted here will be included on all statements issued from the Merlin System, above the remittance part of the statement.
Statement Footer
The text entered will appear on the bottom of all statements, leave this text box blank for no footer information to appear.
Footer Font Size
Enter the size font required for your statement footer here.
Sort By - Invoice/Item Date
Invoice Date = The date the invoice was created.
Item Date = The date the item was added.
Statements & Invoices
Server Header Logo File Location:
This box allows you to insert a .jpeg logo file to include on your statements.
Server Footer Logo File Location:
This box allows you to insert a .jpeg logo file to include on the footer area of your statements.
Custom Surgery Header
This box allows you to insert a custom header for your statements. This is usually your Site name, Address details and contact number however you can also include your email address, website details etc.
Notes header
This box lets you change your notes header on the statements page. By default this is set to: 'Credit Terms: Payment by return please'.
Notes
The notes below the header can also be edited using the free-text box provided.
Code Percentage Discounts
You can only select one option; the options operate as below:
Group/Sum in one line = Groups/Summarises all discounts in one line on the Statement
Show separately = Shows each discount separately
Hide discounts = Does not show discounts on statements
Invoices
Show Surgery Header
Enabled = Include the surgery header on the statements.
Disabled = Hide the surgery header on the statements.
Print Batch in Invoice
Prints batch details on Invoice.
Invoice Footer
The text entered will appear on the bottom of all statements, leave this text box blank for no footer information to appear.
Footer Font Size
Enter the size required for your statement footer here.
Sort By - Invoice/Item Date
Invoice Date = The date the invoice was created.
Item Date = The date the item was added.
Sort By - Multi-Invoice/Item Date
As above, for Multi-Invoices.
Other
Show Estimate Surgery Header
Enabled = Show site details (address, phone number, etc) on the header of Estimates.
Disabled = Hide site details (address, phone number, etc) on the header of Estimates.
Show Medical History Surgery Header
Enabled = Show site details (address, phone number, etc) on the header of History Reports.
Disabled = Hide site details (address, phone number, etc) on the header of History Reports.
Report Surgery Header with Logo
Enabled = Add your selected logo to all statements, invoices, estimates and histories.
Disabled = Do not display a logo on all statements, invoices, estimates and histories.
Report Delivery Note with batch
Enabled = Show batch numbers on Delivery Notes.
Disabled = Hide batch numbers on Delivery Notes.
Estimate Header
The text entered will appear on the top of all estimates, leave this text box blank for no header information to appear.
Estimate Disclaimer
The text entered will appear on the bottom of all estimates, leave this text box blank for no disclaimer information to appear.
Monthly Invoices - Group by animal
Enabled = Monthly invoices created through 'Create Monthly Invoices' are grouped by animal.
Disabled = No Action
