Dentrix Ideas

Automatically Allocating Balances

Instead of manually allocating debit and credit adjustments for a family ledger, Dentrix should be able to run a utility report to allocate automatically all ledgers that are unbalanced.

  • Guest
  • Mar 15 2023
  • Needs review
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  • Kirk DentrixUserfor13years commented
    16 Mar, 2023 07:38pm

    I agree. Currently, I'm printing a report and going through each account slowly. I would rather have this completed automatically.

    One worry I have is, though, the new Dentrix update has giving me new issues as far as assigning payments/adjustments to the wrong provider. I would hate an automatic process to assign the wrong amounts to countless accounts. Dentix must fix this new issue.