What's New in 2.10.3
Purchasing
Rebuilt Purchase Orders
Purchase Orders have been redesigned in the Admin app, with rebuilt list and detail pages and a new Ordered status.
Accept or reject individual purchase order lines, each with a reason, rather than deciding on the whole order at once.
Finalize, Close Short and Print
Finalize a purchase order when it's complete, or Close Short when you've received everything that has been approved from the order.
Print a purchase order PDF for your records.
Vendor Records
Vendor records hold your supplier details, and products link to the vendor you buy them from.
Product linkage is optional. Purchase orders work whether or not a product is mapped to a vendor. These details are used across purchasing today, and we are continuing to build on them.
Inventory
Par Levels, Set Per Storage Location
Set a minimum, maximum and reorder point for a product at each storage location, from the Inventory on Hand page in the Admin app.
A product stocked in more than one place is configured per place.
The Reorder Worklist
A new worklist (Inventory → Reorder Worklist) populates automatically, comparing what's on hand against your minimum, maximum and reorder point.
From the worklist, add items to a draft purchase order. The worklist tells you what to reorder and gets it into a draft; you decide what's ordered.
Below-Par Reorder Emails
Your practice receives an email when a product's on-hand quantity drops below its minimum at a location.
The email sends once per below-par episode rather than repeating while stock stays low, and re-arms only after the product is restocked above the minimum.
A preferences screen in the Admin app controls who receives them. (Configuration → Inventory)
Counts Approve for Fractional Quantities
Approving a worksheet now works when a counted product is held in a fractional quantity, including injectables and anything dosed by volume or weight.
Stock History Shows Who Changed What
Inventory instance status changes now record which user made the change and when.
Finance & Statements
Bad Debt Write-Off
Your practice administrator can write off a finalized or partially-paid invoice that has an un-collectable outstanding balance.
The balance goes to zero, the invoice is marked Written Off and locked from further edits, payment history is preserved, and inventory is not touched.
Written-off invoices drop out of AR aging, out of outstanding-balance totals on statements, out of the amount due on the statement PDF, and out of bulk invoice printing.
You can add notes when writing off, and they're stored and shown in invoice history.
The written-off amount is recorded against your Bad Debt Expenses mapping.
This needs to be set up before your first write-off. See Action Required below.
Confirm Before Back-Dating an Invoice and and Needs Review
Back-dating an invoice into a period a statement already covers now raises a warning and asks you to confirm before saving.
Needs Review added to Statement panels on the per-client billing surface and on the finance per-period list when inconsistencies are detected.
Overdue Balances Read Correctly All Day
Overdue balances no longer read incorrectly late in the day. A balance that looked wrong in the evening and right the next morning now reads correctly at any time.
Bundle Quantities on the Statement PDF
Rolled-up bundle rows on the client statement PDF now show the Bundle quantity rather than the bundle's stored quantity. This changes a document your clients receive; nothing about their charges changes.
Products & Clinical Records
A Product Can Carry More Than One Route
A product can carry more than one route, and your practice can add its own routes or remove ones it inherited.
Withhold comparison takes the longest withhold across all of a product's routes.
Charting Record PDF
The Charting Record is now a branded PDF produced by VetLogix, consistent with your invoice and statement PDFs, replacing the browser print view.
HerdRx
Luminometer Assessments Follow Client Enrollment
Luminometer Assessment screens now appear only for clients enrolled in HerdRx.
They previously appeared for every client at a practice with HerdRx enabled, whether or not the individual client was enrolled. If someone at your practice has been opening these screens for a client who isn't enrolled, that view is no longer available for that client.
System Requirements & Compatibility
Version Numbers:
VetLogix: 2.10.3
HerdLogix: 1.9.10
Supported Platforms:
Web browsers: Chrome, Firefox, Safari, Edge (latest versions)
VetLogix Mobile (Scheduling): Automatically uses 2.10.3
HerdLogix Mobile: Automatically uses 1.9.10
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.
Two features in this release also need a setting in place before they'll work, and both are done by a practice administrator.
For bad debt write-off, open Chart of Accounts in the Admin app (the page is titled "Accounts") and confirm you have an active, expenses-type Bad Debt account, creating one if you don't, then map it to the Bad Debt Expenses mapping slot on the Account Mapping tab. The order matters, because the mapping picker only offers active, expenses-type accounts belonging to your practice.
For the Reorder Worklist and below-par emails, set minimum, maximum and reorder quantities on the Inventory on Hand page by selecting the product, choosing the storage location, then entering and saving the three values.
Frequently Asked Questions
Why won't VetLogix let me write off this invoice?
Your practice hasn't mapped a Bad Debt account yet, and the message on screen names the missing setting. If you're an administrator, the message includes a link to Account Mapping. Check first that you have an active, expenses-type Bad Debt account in your Chart of Accounts, then map it to Bad Debt Expenses. If you're not an administrator, your practice administrator can set it up.
Can I undo a write-off, or write off part of a balance?
Not in 2.10.3. A write-off applies to the full outstanding balance, and the invoice is locked from further edits once it's written off.
Does writing off an invoice change my inventory or lose the payment history?
No. Inventory isn't touched, and payment history is preserved on the invoice.
My Reorder Worklist is empty. Is something wrong?
The worklist only shows products that have minimum, maximum and reorder values set for a storage location. If those values haven't been set yet, the worklist has nothing to measure against. Set them on the Inventory on Hand page and the worklist will populate.
Does the Reorder Worklist create purchase orders for me?
No. It tells you what to reorder and lets you add items to a draft purchase order. You decide what's ordered and when.
I haven't had a below-par email in weeks. Is it working?
Most likely yes. The email sends once when a product drops below its minimum, not repeatedly while stock stays low, and it re-arms only once the product is restocked above the minimum. A quiet inbox usually means your stock is fine.
Do I need to link every product to a vendor before I can raise a purchase order?
No. Purchase orders work whether or not products are mapped to vendors. You can update vendor records and product SKUs over time rather than in one pass.
Why can't I see Luminometer Assessments for one of my clients anymore? Those screens now follow each client's HerdRx enrollment. They previously appeared for every client at a practice with HerdRx enabled, including clients who weren't enrolled. If a client should have access, check their HerdRx settings.
Why does my client's statement show a different quantity on bundled items?
Rolled-up bundle rows previously showed the bundle's stored quantity. They now correctly show the Bundle quantity. Nothing about your client's charges changes.
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.
Need Help?
If you have questions or concerns about this release, please contact our support team at help@vetlogix.io.