Accesses

Accessed function allows staff to:

Billing

Create bills for clients and cash sales.

Bill Item Discounts

Apply a discount to individual bill items.

Bill Discounts

Apply an overall discount to the whole bill.

Bill Price Changes

Change the price of an item at billing.

Bill Item Description

Change the description of an item at billing.

Charge to Account

Charge a bill to a client’s account.

Bill Item Exchange

Not Enabled

Cancel Billing

Cancel a bill

In House Transactions

Make In-house usage bills.

Bill Refunds (Ad Hoc)

Refund client bills.

Credit Notes (Existing Bills)

Make credit notes.

Quotes & Estimates

Create a quote or estimate

Batched Bills

Create batched bills

Future Bills

Create future bills

Membership Bills

Create membership bills

Bulk Billing

Create bulk billing

Bulk Payments

Create bulk payments

Large Animal Prescriptions

Add Large Animal Prescriptions

Small Animal Prescriptions

Add Small Animal Prescriptions

End of Day

Perform the End of Day process.

End of Week

Perform the End of Week process.

Aging and End of Month

Perform the Aging and End of Month process.

End of Year

Perform the End of Year process.

Make Statements

Ability to build statements

Yukti Automation

Not available yet – Setup the automation engine

Loyalty Setup

Setup the Loyalty System

Loyalty Redemption

Redeem Loyalty Benefits (Does not control bonus points)

Loyalty Registration

Register clients for loyalty

Report Maintenance

Create or modify reports.

Client Reports

Produce client reports.

Staff Reports

Produce staff reports.

Product Reports

Produce product reports.

Account Reports

Produce account reports.

Creditor Reports

Run creditor reports.

GL Reports

Produce GL reports

Animal Reports

Produce Animal reports

Other Reports

Produce Other reports

Reminders / Recalls

Generate mailers to go to clients.

Bulk Mailers

Ability to send Bulk Mailers

NewsLetters

Ability to run reports from the Newsletter group

Promotions

Ability to run reports from the promotions group

Address Labels

Ability to run reports from the address labels group

Reports / Lists

Ability to run reports from the reports / lists group

Export/Spreadsheets

Ability to export to excel

Yukti Reports

Ability to run reports from Yukti groups

Client Maintenance

Modify client records.

Client Create

Create new clients.

Client Discounts

Set client discounts on the client record.

Client Accounts

Maintain Client account information.

Stop Charge

Edit stop charge in client record

Debtors W/O

Write off bad debt

Init Client Balance

Initialize a client balance

Product Maintenance

Modify product records

Product Create

Create new products.

Change Product Makeup

Change the structure and makeup of the product (Essentials)

Change Product Pricing

Change product pricing

Change Product Discounts

Change product discounts

Product View Cost

View the cost price of products.

Change Prd Templates

Maintain Product Labels, Certificates and Handouts

Batch/Expiry Maintenance

Maintain batch and expiry in Product, Billing and Transfers

Stock Adjust

Perform the stock arrived function, i.e. Receive inwards goods.

Stock Transfers

Transfer stock between Stores / Sites.

Stock Takes

Generate stock-take sheets.

Staff Maintenance

Modify staff records.

Staff Create

Create new staff records.

Staff Target

Enable access to staff target in staff record

Send AdHoc SMS

Send custom SMS from diary

Send Email

Allows sending of email

Animal Maintenance

Edit animal record

Animal Create

Add new animal record

History Maintenance

Edit history

Diary Maintenance

Modify appointments in the diary.

Diary Create

Create appointments in the diary.

Diary Delete

Delete appointments in the diary

Standing Appointments

Create standing appointments

Diary Locks

Create locks on the diary

Paid Locks

Create paid locks on the diary

View All Todo Lists

View every Staffs To Do Lists

Hotel Booking

Maintain Hotel Related Information such as Profiles and Rooms 

Hotel Create

Create hotel rooms

Hotel Delete

Delete hotel rooms

Supplier Maintenance

Modify Supplier records.

Supplier Create

Create Supplier records.

Creditors Write-Off

Control Creditors Write-Off and Undo Write-Off

Creditor Orders

Create creditor orders

Packing Slips

Make and maintain Packing Slips

Creditor Invoices

Create creditor invoices

Creditor Payments

Create creditor payments

Expense Handling

Can do payments to the Suppliers of the Businesses expenses (e.g. power).

Enable General Ledger

Allows access to GL

GL Maintenance

Edit GL maintenance

GL Bank Reconciliation

Edit GL bank reconciliation

GL Journal Entry

Edit GL journal entry

GL Asset Register

Edit GL asset register

GL End of Year

Edit GL end of year

Picklist Maintenance

Modify client history abbreviations in the pick-list.

Picklist Create

Create client history abbreviations in the pick-list.

Open Cash Drawer

Open the cash drawer with the key combination <Shift> + <F10>.

Change Current Till

Change which till is used currently

Change Current Store

Change which store is used currently

Remove Resource Locks

Allows for lock removal from diary

View Audit/Event Logs

View edit log and event log

Mobile Show Price

Mobile: Show Price in Billing

Mobile Show Other Staff Appts

Mobile: View Other Appointments of other User

Mobile allow make Appt

Mobile: Make Appointments

Mobile Make Appts for other Staff

Mobile: Make Appointments for other Users

Web Browsing

Enable web browser access

Till/Store Maintenance

Ability to change till/store from main window

Multi-Site Maintenance

Ability to change site

Record Deletion

N/A

Group Setup

Change Group Configuration

Master Setup

Modify master-level settings in Setup (Global: affecting everyone everywhere).

Local Site Setup

Modify site-level settings in Setup (Local: affecting everyone at a particular site).

User Config Setup

Change Profile Configuration

Remote Background Control

Controls the Background Remotely