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VetLogix 2.9.17

This update includes improvements to client statement PDFs, along with smaller updates across scheduling and inventory.

What's New in 2.9.17

Statement PDFs

  • Tax Breakdown and Tax Summary

    • Statements now include a Tax Breakdown of applied taxes and a Tax Summary of the tax collected on statement invoices.

  • Expanded Account Activity

    • The account summary and account-activity sections have been updated to show Account Activity for Payments, Credits, Refunds, and Voids.

Scheduling

  • Scheduling Open Requests

    • When you schedule an open request, it now functions as a Scheduled Event and appears on the calendar right away, with a confirmation when it's scheduled. Note: Open Requests will no longer auto-start Work Orders.

Inventory

  • Storage Location Prompt

    • When a storage location is needed, the system now prompts you to assign one before you can add product line items or finalize an invoice. The message is clearer and offers a quicker path to resolve it.

System Requirements & Compatibility

Version Numbers:

  • VetLogix: 2.9.17

  • HerdLogix: 1.9.8 (no change)

Supported Platforms:

  • Web browsers: Chrome, Firefox, Safari, Edge (latest versions)

  • VetLogix Mobile (Scheduling): Automatically uses 2.9.17

Action Required: Updates are applied automatically. Users should log out of the Admin app and refresh their browser to see the latest version. Mobile apps will update based on device settings; some users may need to manually update their app to the latest version in the app store.


Frequently Asked Questions

What should I do if I'm still experiencing issues mentioned in this release?
First, try refreshing your browser (web app) or restarting the mobile app. If issues persist, please contact our support team at help@vetlogix.io or through your regular support channels.

What changed on the statement PDF?
The statement PDF has a refreshed layout and sizing for easier reading. It now includes a Tax Breakdown of applied taxes, a Tax Summary of tax collected on statement invoices, expanded Account Activity (Payments, Credits, Refunds, and Voids), and refunds of previous invoices.

What happens when I schedule an open request now?
When you schedule an open request, it becomes a Scheduled Event and appears on the calendar right away, with a confirmation once it's scheduled. Note that Open Requests no longer auto-start Work Orders.

Why am I being asked to assign a storage location?
If a storage location is needed, you'll be prompted to assign one before adding product line items or finalizing an invoice. This prevents errors later in the billing process, and the prompt offers a quicker path to resolve it.


Need Help?

If you have questions or concerns about this release, please contact our support team at help@vetlogix.io.

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