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Data conversion information for Avimark: Financial data

The data conversion process converts your data from Avimark to ezyVet. It is important that you know how the data conversion process converts financial data into your ezyVet site.

Invoice data

This table shows:
  • The different types of data of Avimark invoice records
  • If the data conversion process can convert the financial data
  • Information about how ezyVet shows your organization's data after the data conversion process is completed
Avimark dataCan convert?Notes
Invoices.YesThe data conversion process converts invoice records. After the data conversion process is completed, the Invoices screen of the Financial tab shows your organization's invoice records:Example of a converted invoice record
Note: If your Avimark site has an invoice for more than one patient, the data conversion process automatically makes one invoice for each patient.
Note: If there is a clinical record within three days of the invoice, the data conversion process automatically makes a connection to the clinical record.
Notes of invoice records.YesThe data conversion process converts invoice notes. After the data conversion process is completed, the Comments box of the ezyVet invoice record shows the notes:The Comments box
Invoice numbers.YesThe data conversion process converts the Avimark invoice number of invoice records. After the data conversion process is completed, the Comments box of the ezyVet invoice record shows the invoice number.
Invoice line items.YesThe data conversion process converts invoice line items. After the data conversion process is completed, the invoice record shows the applicable line items:An invoice line item
Records of payments (for example, a client payment).NoThe data conversion process cannot convert records of payments. After the data conversion process converts an invoice record, the converted invoice shows a Reverse balance generated from conversion line item:A reverse line balance
Declined products.NoThe data conversion process cannot convert records of declined products. ezyVet invoices do not have an equivalent feature.

Estimate data

This table shows:
  • The different types of data of Avimark estimate records
  • If the data conversion process can convert the estimate data
  • Information about how ezyVet shows your organization's data after the data conversion process is completed
Avimark dataCan convert?Notes
Estimates.YesThe data conversion process converts estimate records. After the data conversion process is completed, the Estimates screen of the Financial tab shows your organization's estimates.
Note: The data conversion process cannot convert estimates that you deactivated.
Estimate templates.YesThe data conversion process can convert estimate templates. The equivalent in ezyVet is a sales template.
Line items of estimate records.YesThe data conversion process can convert line items of estimate records. After the data conversion process is completed, the estimate record shows the line items:Estimate line items
Note: The data conversion process cannot convert fixed prices of line items.
The maximum value of an estimate record.YesThe data conversion process can convert the maximum value of an estimate record. After the data conversion process is completed, the Total Amount box shows the total high value of an estimate record:The maximum value of an estimate record
The minimum value of an estimate record.YesThe data conversion process can convert the minimum value of an estimate record. After the data conversion process is completed, the Total Amount box shows the total low value of an estimate record:The minimum value of an estimate record
Declined products.YesThe data conversion process converts declined products. After the data conversion process is completed, the estimate record shows the declined products.

Other financial data

This table shows:
  • Different types of financial data of your Avimark site
  • If the data conversion process can convert the financial data
  • Information about how ezyVet shows your organization's data after the data conversion process is completed
Avimark dataCan convert?Notes
Methods that clients can use to make payments. For example:
  • Payment terminal
  • Cash
  • Bank transfer
NoThe data conversion process cannot convert methods that clients use to make payments. But a practice manager can use ezyVet payment methods to configure different methods. The image that follows shows examples of configured payment methods in ezyVet:
Different payment methods in ezyVet
Configured tax rates.YesThe equivalent in ezyVet is tax rate records. The image that follows shows examples of configured tax rates in ezyVet:
Different tax rates in ezyVet
Discounts that a staff member can add to an invoice. For example:
  • A staff discount
  • A promotional discount
YesThe data conversion process can convert discounts that a staff member can add to an invoice. The equivalent feature in ezyVet is price adjustment rules.