You can select which types of payments and adjustments you want to have available when users are posting transactions. Only the selected types will be available for selection when payments, credit adjustments, and charge adjustments are being posted in the Ledger.
Note: If you have multiple locations in your organization, the selected transaction types apply to all your locations.
To customize transaction types
How to get there
On the Settings menu, click (or tap) Ledger Options.
The Ledger Options page opens with the Transaction types tab selected.
On the Transaction types tab of the Ledger Options page, the available payment and adjustment types appear. Select or clear the check boxes that correspond to the payment, charge adjustment, and credit adjustment types that you do or do not want to use.
You cannot clear the check boxes of the default transaction types, which are required by Dentrix Ascend.
The Production or Collection indicator next to a transaction type indicates whether transactions of that type count toward production or collections on reports.
Click (or tap) Save.