Dentrix Ideas

Finance Charge Option: option to skip if last charge was within the last 30 days

For those of us who send statements weekly, the Finance Charge report is a mess and takes extra time to audit and remove.

For example: I sent statements on 2/25/2022 with a due date of 3/17/2022. Finance charges are set to automatically place on the 3rd of each month. All of the statements that were sent with a due date after the 3rd will still automatically receive a finance charge that then needs to be removed.

If we had the option of selecting to only place finance charges on accounts that have not had one in the last 30 days, I could set those to process each week before I send statements so it all lines up with less over-auditing and removing.

  • Heidi Ball-Kilbourne
  • Mar 10 2022
  • Needs review
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