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.
- The different types of financial data of AlisVet
- If the data conversion process can convert the financial data
| AlisVet data | Can convert? | Notes |
|---|---|---|
| Estimates. | No | The data conversion process cannot convert records of estimate records. |
| Invoices. | Yes | The 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). | No | The 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). | No | The data conversion process cannot convert records of client payments. Note:
|
| 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. |