Resources
INSTALLATION / DATA MANAGEMENT
How do I update my Access version of HFM to the new dotnet version of HFM?

What should I do if I get a new computer? 

How do I backup my data?

How do I add HFM on my server so that everyone in the office can use HFM?

Can I use Quickbooks with this system?

SETUP
Can I have more than one Company?

How do I set up new Companies?

How do I change the invoice heading?

Can I enter a note/comment that will show up on all of the invoices?

Can I put my logo on the Invoices?

My logo is not showing up on the Invoices. What should I do?

BASIC
How do I set up Farms?

Do I have to set up my own Farm?

How do I set up Clients?

Do I have to set myself up as a Client?

How do I delete a client?

How do I set up a billing address that is different than the address shown on the Client Info page?

Can I print client address labels?

Do I have to create an invoice for my own horses each month or can I simply suppress my billing?

Can I suppress any client's billing or just my own?

How do I set up Boarding Types?

How do I set up Horse Types?

What is the difference between a boarding type and a horse type?

How do I set up Horses?

What do I set up first - Procedure Categories or Procedure Masters?

How do I set up Procedure Categories?

How do I set up Procedure Masters?

How do I get the Last Coggins date to automatically appear on the horse master page?

SERVICE CHARGES
How do I set up service charges (late fees)?

What if I don't want all clients to be charged a service charge (late fee)?

I don't want to use the same service charge rate for all of my clients. Can I set up more than one service charge (late fee) ?

Is there a default setting so that all new clients that I enter will automatically be set up to get service charges (late fees)?

SERVICE TAX
How do I set up a service tax such as GST, HST or VAT?

Will the service tax show up on the invoice?

How can I exclude a client from being charged a service tax?

HORSE
How do I arrive a horse?

How do I depart a horse?

How do I delete a horse?

How do I make a horse inactive?

How do I find inactive horses in my horse master list?

How do I make a horse active again?

Can I sort the order of the horses some way other than alphabetically on the master Horse List?

How do I enter ownership for a horse if it is owned by more than one person?

How do I change horse ownership?

Can I transfer a horse to a new owner in the middle of a billing cycle?

How do I change a boarding rate in the middle of the month?

How do I give an owner an exception for the boarding charges?

How do I give an owner an exception for the procedure charges?

How do I give a horse an exception when they are at a particular board rate?

Why are there two places for Exception Rates on the horse Boarding Screen?

PAYMENTS
Can I change a payment if it was posted to the wrong client's account?

How do I delete a payment that has been entered incorrectly?

What are unapplied payments?

How do I correct a duplicate payment?

How do I apply a payment to an invoice?

How do I enter the payment if a client pays less than what was on the invoice?

Can I enter a payment if the client owes nothing and wants to pay in advance?

How do I apply unapplied payments?

The client sent in a payment but I don't recognize the name on the check. Is there a way to look up the invoice number?

ADJUSTMENTS
How do I enter a direct charge / credit (adjustment) ?

How do I make an adjustment entry (direct charge /credit) for a client that owns part of a horse?

Can I give a direct charge adjustment to a client whose horse already left my farm?

How do I give a client a credit adjustment if they were overcharged for something on the last invoice?

PROCEDURES
How do I enter a procedure?

Can I print a list of all of the procedures that were done to a horse for a particular date range?

What is an example of a recurring procedure?

How do I set up recurring procedures?

How do I set up a scheduled procedure?

Can I change the performed date of a mass procedure after the mass procedure has been completed?

How do I delete a mass procedure?

If the same procedure such as a routine trim or a routine vaccination was performed on a large group of horses on the same day, is there an easy way to enter the procedure for the entire group or do I have to enter the procedure for each horse one at a time?


Is there a way to change the Boarding Type for a large group of horses all at once or do I have to update each horse's Boarding Type one by one?

MARE INFORMATION
How do I set up breeding seasons?

How do I set up a new season year for mares that are already on my farm?

How do I generate a new broodmare season?

How do I add previous breeding seasons?

How do I add breeding dates for my mares?

How do I delete breeding dates?

How do I add a new foal?

How do I print the foaling information that is on the mare information foaling page?

What report shows me the breeding dates for my mares?

What report shows me the projected foaling dates for my mares?

Can I change the number of days to calculate the projected foaling date?

Where do I enter the information if a mare slips?

If my mare was bred to one stallion and did not get in foal and then switched to another stallion will I be able to record the breeding from both stallions?

Where do I enter a mare's Final Status?

Where do I enter a mare's Last Exam status?

Which reports show a mare's "Final Status"?

Which reports show a mare's "Last Exam" status?

BILLING
How do I generate billing?

I generated the Billing but I entered the wrong dates. What should I do?

Can I make changes after I have generated?

How do I review the billing information before I finalize the billing?

Can I look at the invoices before I finalize?

Is there a billing report that will show total boarding charges and total boarding days for the month for each boarding type?

Will it mess up the billing if the ownership of a horse changes in the middle of the month?

I finalized my Billing for the Month but forgot to enter some receipts what should I do?

I have finalized but I would like to make some corrections. Can the Finalize be "undone"?

How do I reprint a closed invoice?

How do I print an historical boarding charges report?

Is there a report that shows what the outstanding balances are for each client?

How do I email invoices to my clients?