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KDA43920
Canine III

How to delete/reset account budget plan

We have a very old account with an account budget plan. No balance on the account. I've tried resetting from each individual patient ledger and it doesn't do anything. I don't see where I can reset in the account. How can I get rid of this? The patients have not even been seen in our office for at least 12 years and there are no transactions even showing except for manual statements I have to "send" every month to get them off the "green statement" list. 

 

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Jon Kohler
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drcavola
First Molar I

Re: How to delete/reset account budget plan

Great question!!  I saw multiples on my Practice Summary report.  Would love to know the answer.

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KDA43920
Canine III

Re: How to delete/reset account budget plan

bumping this up so we can get an answer! 🙂

Jon Kohler
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