Unallocated Income Report

For users or potential users.
Post Reply
dpat08
Posts: 71
Joined: Mon Jul 15, 2013 8:20 am

Unallocated Income Report

Post by dpat08 »

Is there a way to run a report to see income that is unallocated to a procedure? Long story short, we need it to be able to pay an associate accurately. The custom query OD wrote for us only works for allocated income. About 10% of the time it hasn't been put in and attached to payments. Some of that is on purpose (prepayments, deposits, etc), but there is definitely a need for us to go back and sort it out.
allends
Posts: 245
Joined: Fri Aug 23, 2013 11:29 am

Re: Unallocated Income Report

Post by allends »

These unearned income reports would be a good starting point to help find the information you need.
https://www.opendental.com/manual/repor ... ncome.html
Allen
Open Dental Software
http://www.opendental.com
Post Reply