For best practices, it is recommended to automate this process to run every month, see Reports And Tasks Scheduler - Feature Information on how to set this up.
Note: Make sure to verify a good and current database backup before doing the month end task.
For a video tutorial of this process, click here.
Dentrix now offers the ability to close the month with a single click.
1. Open Ledger and select Close Month
2. Select the month and year you would like to close out. Then select the additional tasks you wish to have completed.
3. Appointment/Event Purge: You are able to purge all all events and appointment up to the selected date.
4. The Close Month feature can also be access in Report and Tasks Scheduler
