The Ledger preference allows you to customize the Ledger view and actions.
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General Tab
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Sort Ledger Transactions by: Allows you to sort ledger transactions by Posted Date or Procedure Date. This does not change the order transactions will print on the statement. This is a local preference, meaning it can be set differently for each MacPractice Client.
Schedule a Follow-Up Appointment After Charge: When checked, MacPractice will display a prompt asking to create a follow-up/recall appointment after saving charges with a follow-up/recall.
Enable Ledger Tooltip: When enabled, a yellow tooltip will pop up with additional information about transactions if you hover the mouse over them. The information in the tooltip is not editable.
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Check Database Integrity After Ledger Actions: When this feature is enabled, MacPractice will perform a database integrity check after each ledger action, such as posting a new charge, payment, and so on.
Note: Enabling this preference may cause slowness in MacPractice; disable this check to improve performance.