Enter previous account balances in IDEXX Neo

One-time setup

Add a balance adjustment reason

See Manage balance adjustment reasons to add an adjustment reason (example: Balance Forward) for entering your previous account balances.

Tip: Once you have entered all your previous account balances, you can delete the adjustment reason.

Enter previous account balances

Add the balance from your previous software to the client’s account in IDEXX Neo

See Adjust a client balance to learn how you can easily enter the balance from your previous software to client accounts in IDEXX Neo.

Balance the accounts receivable between IDEXX Neo and your previous software

1. Preview or print your accounts receivable report from your previous software.
2. In IDEXX Neo, click your name in the menu bar. Then click Administration.
3. Click Statements.
4. The total on the page should be the same total as on the accounts receivable report from your previous software if no mistakes were made when entering the clients’ balances.

To learn how to apply finance charges to account balances, see Calculate and add finance charges.