Accounting
Payment Management in AI version 2.1  .....
BRIEF:  In AI versions 2.0 and below, any payments received were automatically applied to the oldest outstanding balance.  For most clients this made sense.  However, for those of you who bill hospitals directly this could cause problems since your hospitals frequently would pay specific invoices with their payments.  Also, for invoices in dispute this caused problems since there was no way to keep a particular invoice’s status at ‘unpaid’ while paying other invoices.
AI 2.1 introduces sophisticated new features to allow you more control and flexibility in applying payments to invoices.  In addition, we have changed the rules governing when payments are assigned to invoices.  As a result, the way Animal Intelligence works for you may differ significantly from how it worked in the past.
Payment processing behavior in AI 2.1 is virtually identical for both client invoices and hospital invoices. Therefore, to simplify writing, from this point forward when we say “client,” what we describe applies equally to clients or hospitals unless we specify otherwise.
This document describes each feature in general and discusses how and why it may be used.  Detailed instructions for each new feature’s controls can be found in the AI 2.1 Supplement.

Production Tracking  .....
BRIEF:  Tracking doctor production is an essential part of any veterinary business.  Doctors may have a multitude of relationships with a particular practice, from employee to independent contractor.  Furthermore, production can be based on fees, charges or income received.  Animal Intelligence (AI) is designed to handle all of these relationships in order to provide you with just the information you need.
The AI Report Generator provides the capability of creating custom reports that display the information desired in the format requested.
The heart of the production tracking system is the “line item”.  Each item on a posted invoice contains critical information that is used to create and run reports.  This document contains a table which lists those data (fields) that are most commonly used in production tracking.