Click on the gear in the top right hand corner
Click on settings
Select Procedures in the left hand menu. This will display your list of procedures which may be selected for recording against horses
Add a new procedure
Click on "add procedure" located at the top right of the screen
Enter the procedure description. The procedure description should be easy to understand, as it will need to be selected from a list of procedures each time the procedure is recorded against a horse.
When a horse departure is recorded an advice will normally be sent to owners detailing recent vaccination, drenching and farrier procedures carried out. Ticking one of these boxes (Is drenching procedure; is farrier procedure; is vaccination procedure) will make it possible for this procedure to be communicated on horse departure advices.
Select the service code. Choose a service which will be linked with any income generated by the procedure. Each service has a linked income account and GST code. See Settings > Options > Services for a full list.
Enter the amount. This is the default charge to the horse when the procedure is performed. This can be changed when the procedure is recorded.
Enter Invoice message. This will appear on the owners statement and should describe the procedure performed.
Enter worksheet parameters. In order to display a worksheet message against the horse name after a given number of days, you will need to enter a number of days in the From and To fields. This message can serve as a reminder.
Select the procedure type.
Enter a worksheet message. This message will display on the worksheet report for the horse, for the specified number of days.
Select any cancelled by procedures. The worksheet reminder message will be cancelled by recording any of the procedures ticked in this section. Remove the tick next to “Only Show Selected” to display a full procedures list.
Click Add procedure
To edit an existing procedure
Hover over the procedure you would like to edit and click on the gear the appears at the end of row
Select update
Adjust the details as required
Click update procedure