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Staff information shown in invoice line items

Your user account has settings that control the staff member information shown in the Staff Member column of invoice line items.

Figure 1. The Staff Member column

The Staff Member column
The settings are:
  • Default staff member
  • Default staff member is locked
Figure 2. Settings that control staff member information

Settings that control staff member information

This table gives each condition of the settings and the result.

Condition Result
1. Default Staff Member is not set.

2. Default Staff Member Is Locked is NO.

When you make an invoice, ezyVet initially shows your user account name in the Staff Member column of the first line item.

A new line item automatically uses the Staff Member information of the line item that is before the new line item.

1. Default Staff Member is not set.

2. Default Staff Member Is Locked is YES.

When you make an invoice, ezyVet initially shows your user account name in the Staff Member column of the first line item.

A new line item automatically shows your user account name in the Staff Member column.

1. Default Staff Member has a selected user account.

2. Default Staff Member Is Locked is NO.

When you make an invoice, ezyVet initially shows the selected user account name in the Staff Member column of the first line item.

A new line item automatically uses the Staff Member information of the line item that is before the new line item.

1. Default Staff Member has a selected user account.

2. Default Staff Member Is Locked is YES.

When you make an invoice, ezyVet initially shows the selected user account name in the Staff Member column of the first line item.

A new line item automatically shows the selected user account name in the Staff Member column.