Dentrix offers a convenient way to apply finance charges to accounts through the Task Scheduler. But if that task was completed by mistake, it can cause errant or undesired charges to be applied to accounts.
When you discover that finance charges have been incorrectly applied, it may feel like you have entered a race against time! You must remedy the situation before the next month’s transactions are closed and these mistakes are locked into history!
Fortunately, there is a way to delete all applied charges on a specific date. To do so, open the Office Manager and click Maintenance > Delete Finance Charges. Enter the date and press OK. All finance charges for that date will be deleted!
But beware that when you delete finance charges for a specific date, this includes charges applied both automatically and manually. So, if there were charges that you applied intentionally, they will also be wiped out.
Before running the delete option, you may want to print a copy of the Finance Charge Report (Office Manager > Reports > Management > Finance Charge Report) so that you have a record of those charges that were correctly applied, and can reapply the ones that you need to keep!
For additional information, see these previous tips: