Billing Q&A: Tracking Fee Changes

March 2020    Tags: , ,

I edited several fees a few days ago. However, I was informed that I need to change one of the values back to what it was before, but we don’t remember what the original values were. How can I determine the original values so that I can change them back?

The Fee Verification List, if enabled and not deleted since the change, is perfect for this scenario. If the Create List for Fees check box is selected in Customization (Utilities | Customization | Main tab), you can view a verification list of the fee transactions that you added, changed, deleted, or imported.

To access the Fee Verification List

  1. From the File menu, point to Open and select Fee.
  2. Press Esc.
  3. Select any desired options and click OK.
  4. Click the Preview button.

You can scroll down to the Changed Entries section of this report to see a list of all fee transactions that you have made changes to. Each transaction displays the New and Old information. You can optionally click the Search button to search for individual client.

Once you’ve located an entry that was changed, you can click on the description of the entry to quickly drill down and edit the information.

Note: If you do not have the Fee Verification List enabled, or if it has been deleted since the changes, you may still be able to find this information if PracticeMaster is installed. PracticeMaster has a History Tracking feature that, if enabled, allows you to see changes made to the original transaction.

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