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Income transfer manager

Posted: Mon May 15, 2023 6:23 am
by akjain1@gmail.com
Is there a way to run a POST or Run function for income transfer manager to post the income splits based on certain date.

Re: Income transfer manager

Posted: Mon May 15, 2023 8:10 am
by SLeon
No, there is not a way to run the Income Transfer Manager via the API. We expect dental offices to run this themselves.

Re: Income transfer manager

Posted: Mon May 15, 2023 8:51 am
by akjain1@gmail.com
Is there another way the API get give the inputs so we can run the payment splits?

Re: Income transfer manager

Posted: Tue May 16, 2023 1:56 pm
by SLeon
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.

Re: Income transfer manager

Posted: Tue Jun 06, 2023 7:51 pm
by beacondental
Is there a way to run the income transfer manager thru the API short query?

Re: Income transfer manager

Posted: Wed Jun 07, 2023 8:21 am
by justine
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.