Using the Experts > Using Office Expert

Defining Deleted Transaction Items

The Deleted Transaction items enables you to keep track of transactions that were deleted:

To define a deleted transaction item:

  1. Select Tables > Practice > Practice Preferences. The Practice Data Entry window is displayed.

  2. Select the Experts tab. The Experts window is displayed.

  3. In the Office Expert Category field, select Deleted Transactions.

  4. Click New. The Deleted Transactions Report window is displayed.

  1. In the Date field, select Deletion Date or Posting Date.

  2. Click the ellipsis.  The Data Selection window is displayed. Set the From and to dates, and click Ok.

  3. In the User field, select Deleted By or Posted By. Select All Users or the name of one user from the drop-down list.

  4. In the Posting Office field, select the posting office.

  5. Click Ok.

 

Related Topics

Setting Office Expert Preferences

Defining Aged Receivables Expert Items

Defining Appointment Confirmation Items

Defining Appointment Status Items

Defining Claim Resubmission Items

Defining Contact Notes

Defining Credit Balance Items

Defining Insurance Claim Queue Items

Defining Recall Items

Defining Statement Items

Displaying Office Expert

Working with the Results of Office Expert

Using Contact Experts