Report Mapping Libraries

Summary

This page documents how to specify the report templates you want to use for sending statements and invoices within the system.
Report Templates can be viewed at the bottom of this page.

Details

Report Mapping

Standard default templates will be mapped by your Customer Product Consultant (CPC).

If you would like to select a different template for your statements and invoices, this can be changed via the Administration > Reports > Report Mapping screen. Your CPC can support you through making these changes.

Alternatively, you can contact the help desk to support the implementation of new templates.

Selecting a new/editing your choice of report template

1. Select 'Add' to choose a new layout or 'Edit' to edit existing selection.

2. A menu displays, select the area of the system you want to change the report template for.

3. Select the Report to be mapped and click “Select”.

4. Select the template name you want to assign and click “OK”.

5. The report will display in the grid as mapped to a template.

Report Templates

Area	Compatible Template
Accounts Invoice & Debtors Invoice	Inv1FeesDrugs.pdf Inv2Standard.pdf Inv6StyleB.pdf Inv8DateRangeTreatmentType.pdf Inv11ItemDate.pdf Note: The following invoices display payments against invoices. To ensure Payment allocation is correct on Client accounts, run the report 'Accounts Allocation Checker' under the Reports > Accounting Category. InvLAStandardClientBalance.pdf InvLAStandardInvoiceBalance.pdf
Accounts Multi-Invoice & Debtors Multi-Invoice	Inv5MultiDateOrder.pdf Inv5AMultiGroupByAnimal.pdf Inv5CMultiInvoice.pdf Note: The following invoices display payments against invoices. To ensure Payment allocation is correct on Client accounts, run the report 'Accounts Allocation Checker' under the Reports > Accounting Category. InvLAMultiInvoiceBalance.pdf InvLAMultiClientBalance.pdf
Accounts Statement (Detailed) & Debtors Statement (Detailed)	Statement1Detailed.pdf Statements1BDetailedWithTotalNowDue.pdf Statements3DetailedWithPeriodBalances.pdf Statements5DetailedRunningBalances.pdf Statements13DateRangeTreatmentType.pdf Statements20RunningBalance.pdf Statements25EEGroupByInvoice.pdf
Accounts Statement (Group) & Debtors Statement (Group)	Statements14GroupInvoicesTotalsByAnimal.pdf
Accounts Statement (Summary/Total) & Debtors Statement(Summary/Total)	Statements4TotalsWithPeriodBalances.pdf Statements6TotalsWithRunningBalance.pdf Statements22SummaryStatement.pdf Statements24TotalsWithPeriodBalances.pdf Statments10SummaryStatement.pdf
Create Monthly Invoices (Pre-Invoice)	PreInvoiceList2PatientName.pdf PreInvoiceList3DateRangeTreatmentType.pdf
Create Monthly Invoices (Invoice)	Inv1FeesDrugs.pdf Inv2Standard.pdf Inv6StyleB.pdf Inv8DateRangeTreatmentType.pdf Inv11ItemDate.pdf