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Data conversion information for AlisVet: Financial data

The data conversion process converts your data from AlisVet to ezyVet. It is important that you know how financial data is converted into ezyVet. For example, it is important that you know how the data conversion process converts client invoices into ezyVet.

Note: The data conversion process cannot convert records of missing payments. During the go-live conversion, the Implementation team add your organization's unpaid invoices to ezyVet.
The table that follows shows:
  • The different types of financial data of AlisVet
  • If the data conversion process can convert the financial data
AlisVet dataCan convert?Notes
Estimates.NoThe data conversion process cannot convert records of estimate records.
Note: For more information about ezyVet estimate records, refer to Estimates.
Invoices.YesThe data conversion process can convert invoices. After the data conversion process is complete, the Invoices section of the Financial tab shows your organization's invoices.
Financial templates that have products and related product information (for example, a template that automatically adds products to an invoice).NoThe data conversion process cannot convert financial templates. After the data conversion process is complete, a practice manager can configure sales templates.
Note: For more information about sales templates, refer to About sales templates.
Records of payments (for example, a client payment).NoThe data conversion process cannot convert records of client payments.
Note: After the data conversion process converts an invoice record, the converted invoice shows a Reverse balance generated from conversion line item:

A Reverse balance generated from conversion line item of an invoice
Tax rates.No.The data conversion process cannot convert tax rates.
Important: It is important that the prospective customer gives their three tax rates before the data conversion process begins.