Dentrix Ideas

Adjustment "transfer balance credit" should always require a "transfer balance debit". And vice versa

If you transfer a credit balance to another family member, you create a debit adjustment. You should be REQUIRED to make a credit adjustment for exactly the same amount for the other family member. The way it is currently constructed, an employee can make two credit balance transfers which totally screws up the ledger. This should be like double entry accounting where you cannot have a debit adjustment without an exact credit adjustment. THIS IS FOR TRANSFER BALANCE ADJUSTMENTS ONLY!

  • Lucretia Frederich
  • Sep 23 2020
  • Needs review
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