Requiring reasons for correcting or deleting transactions

You can specify if a reason must be entered when a ledger transaction, such as a procedure or payment, is edited, corrected, or deleted.

Notes:

• Changing the requiring reasons option affects all locations in your organization.

• In the audit log, you can verify which user edited or deleted a transaction and entered a reason.

To require reasons for correcting or deleting transactions

1. On the Settings menu, click (or tap) Ledger Options.

   The Ledger Options page opens.

2. Select the Ledger Rules tab.

   

3. Under Other, set the Require reason(s) for transaction revision switch to Yes.

   Note: With this requirement turned on, a reason must be entered to complete the correction or deletion of a transaction. With this requirement turned off, a reason can still be entered, but is not required, when a transaction is being edited or deleted.

   Important: This setting controls whether a reason is required at the time of correction or deletion. Enabling the setting does not retroactively add reasons to transactions that were edited or deleted before the setting was enabled.

4. Click (or tap) Save.