Dentrix Ideas

Ledger allocate line items with payments & adjustments

When payments or adjustments in the ledger, it should go under the treatment date line item. Then each balance owing would show under the appropriate treatment date, and all of the corresponding transactions listed under it.  The ledger is a mess when trying to figure out balance owing. There are other dental software programs that do this, and it is much more user friendly.

  • Guest
  • Aug 7 2019
  • Future consideration
  • Apr 8, 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.

  • Attach files