When we review our “Income Allocation-Summary” report, a check we posted during the report’s time period is not appearing within the financial information. Why is this happening?

When Denticon hears of this situation, we usually discover that the office backdated the payment date when the payment was entered.
All payments are allocated in the Denticon program according to the “created date” which is the date of entry.
All “Income Allocation” reports are generated for the “created by” date.
If the office alters the date by backdating the entry, the financial information on the report may be negatively affected.
Example:

• Payment entered by the user on February 1; thus, the “created date” is February 1
• Payment transaction date manually altered by the user to January 15

“Income Allocation” reports generated for dates January 1 through January 31 will not include the payment.
“Income Allocation” reports generated for dates February 1 through February 28 will include the payment.