Dentrix Ideas

Allocate Credit Balances Note Box

I love the Allocate Credit Balances option, however I wish it had a note box within that screen that we could add notes as to why the allocation is being done.  Now we have to go through the steps there, and then go into the ledger open up each adjustment and add notes.

  • Guest
  • Oct 25 2019
  • Future consideration
  • Mar 31, 2020

    Admin response

    Thank you for the recommendation, we are always looking for ways to improve the product. we will consider this for a potential future release.

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