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Show a list of records that do not have a payment allocation

To make sure that ezyVet has accurate financial data, it is important to make sure that your financial records have the correct payment allocation. The applicable financial records are payment records and credit notes.

To show a list of unallocated records, do this procedure.
  1. Select Reporting.
    The Reporting tab
  2. In the settings list, select Financial.
    The Financial setting
  3. Select Unapplied Payments and Credits.
    The Unapplied Payments and Credits report
    ezyVet shows the report settings.
  4. In the Format section, select the applicable output format.
    The Format section
  5. To select the date range of the report, use the From and To boxes.
  6. Select Print.
    The Print button
    ezyVet downloads the report to your device.
The report output shows the records that do not have a payment allocation:
Figure 1. Example report output

Example report output