Editing transaction

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  • Idea
  • Updated 3 years ago
Hi guys,  I understand the need to maintain integrity of processed transactions from an accounting perspective...but under "Edit Transaction" would it be possible to add a "Notes" section?  

As you know, currently the only way to edit the Description is to delete and re-process the transaction - which stuffs up daily/monthly balances if not done carefully.  Frequently I need to add a clarifying note to the transaction after my admin team have processed it.  It's a huge pain to have to delete & re-enter it.  

If when I hit Edit Transaction I could either a) actually add something to the Description without having to delete the lot first or b) have a Notes section that would allow me to add a comment after the transaction has been processed, that would be most helpful.  Thanks!
Photo of Eyre Sports Physio

Eyre Sports Physio

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Posted 3 years ago

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Photo of Western Region Health

Western Region Health

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This would be a brilliant idea.  So many times I just need to change a transaction code and it is such a process when it's for a previous day!
Photo of Sue DuPlessis

Sue DuPlessis

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I also have HUGE issues with item codes being incorrect.  So, the Psychologists process their own payments for the client and give the client a receipt from FD.  This works fantastically until the client decides that they can no longer claim from medicare so we have to change the code over to a Private code.  So easy ..... nothing else changes except the code. ....... but I have to delete the transaction and do it again.  This is also an issue if the client receive another lot of sessions under a different item code applicable to medicare and they haven't advised the psychologist for whatever reason, but it needs to be changed again in order to be claimed at medicare.  The amount never changes......  Please allow a change to item codes if there is an amendment to the way the edit function works.........
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Western Region Health

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I would think as long as it doesn't allow you to play around with the transaction amount, there would be no harm. Editing an item code and description would be no different to changing the Practitioner.  This would make things so much easier in our clinic especially with EPC's that on occasion are entered using just our standard Osteo code.