Income transfer manager

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akjain1@gmail.com
Posts: 12
Joined: Thu Feb 16, 2023 2:28 pm

Income transfer manager

Post by akjain1@gmail.com » Mon May 15, 2023 6:23 am

Is there a way to run a POST or Run function for income transfer manager to post the income splits based on certain date.

SLeon
Posts: 476
Joined: Mon Mar 01, 2021 10:00 am

Re: Income transfer manager

Post by SLeon » Mon May 15, 2023 8:10 am

No, there is not a way to run the Income Transfer Manager via the API. We expect dental offices to run this themselves.

akjain1@gmail.com
Posts: 12
Joined: Thu Feb 16, 2023 2:28 pm

Re: Income transfer manager

Post by akjain1@gmail.com » Mon May 15, 2023 8:51 am

Is there another way the API get give the inputs so we can run the payment splits?

SLeon
Posts: 476
Joined: Mon Mar 01, 2021 10:00 am

Re: Income transfer manager

Post by SLeon » Tue May 16, 2023 1:56 pm

Paysplits are complex, which is why our Payments POST method takes care of them automatically, and based on dental office preferences. Manually assigning paysplits (either en masse or individually) is left to users at the dental office. The need to run the Income Transfer Manager should be rare regardless of using the API or not.

beacondental
Posts: 87
Joined: Wed Mar 15, 2023 8:43 am

Re: Income transfer manager

Post by beacondental » Tue Jun 06, 2023 7:51 pm

Is there a way to run the income transfer manager thru the API short query?

justine
Posts: 168
Joined: Tue Dec 28, 2021 7:59 am

Re: Income transfer manager

Post by justine » Wed Jun 07, 2023 8:21 am

beacondental wrote:
Tue Jun 06, 2023 7:51 pm
Is there a way to run the income transfer manager thru the API short query?
No, there is not.

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