Editing transactions in history

Generally Accepted Accounting Principals (GAAP) dictate that once you enter an item into a ledger, you can only correct posting errors by using an adjustment. To comply with GAAP, changes to transactions are locked once you move transactions to history when you close out the month. If you discover a posting error after a transaction has been moved to history, you can edit the transaction in history to correct the mistake.

To edit transactions in history

1.    With a patient selected in the Ledger, post an offsetting adjustment to remove a charge or credit from the account balance (for example, if a you posted a payment for the wrong amount, you can post a debit adjustment of the same amount to the account to offset the payment).

Note: Be sure to add a note to an adjustment referencing the original, incorrect transaction. That way if a question arises later regarding why you adjusted the account, the information is readily available by double-clicking the adjustment.

2.   Post the transaction again using the correct information.

3.   Change the date to reflect the date you posted the transaction originally.