Friday, September 21, 2012

Ledger - Adjusting Incorrect Payments

I can’t delete a payment from a ledger even though I have the backdating rights enabled, why?

Once payments are deposited, you cannot just remove them from the ledger, you first need to reverse the bank deposit for that day.  To reverse the Bank Deposit go to the main screen of ClearDent and go to Transaction – Bank deposit.  Click on the History button.  Find the date that the payment was originally deposited, select that date, and click on the Reverse button.
You can now delete the original payment on the ledger.  After it is deleted, remember that you need to redeposit the bank deposit for that day again.

NOTE: to perform this action, your user account in ClearDent must have sufficient security.  Otherwise, only the dentist that owns the practice can do this.