Unallocated Income Report

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dpat08
Posts: 32
Joined: Mon Jul 15, 2013 8:20 am

Unallocated Income Report

Post by dpat08 » Tue Jun 29, 2021 5:23 pm

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.

adearmondsattler
Posts: 190
Joined: Fri Aug 23, 2013 11:29 am

Re: Unallocated Income Report

Post by adearmondsattler » Wed Jun 30, 2021 8:54 am

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 DeArmond-Sattler
Open Dental Software
http://www.opendental.com

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