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AR Aging: AR Writeoff

Video plus steps for distributors writing off bad debt in Encompass from the Accounts Receivable Aging report: generate AR write-off transactions and balance the write-off load sheet. Requires v22.01+.

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Written by Bailey Naas-Thornton

Minimum Version Required: 22.01

Steps

How to write off bad debt
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  1. Search for Accounts Receivable Aging on the universal search bar
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  2. After setting up your report's columns and filters, click Create Report
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    ​Note: An example setup for writing off bad debt would be to set the Age of Days over 90 or a maximum balance. Use your judgement to filter to display the Accounts Receivable you'd like to work with.
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  3. Your resulting balances are displayed here
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  4. Click AR Write Off
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  5. Check any box you'd like to write off
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  6. Click Generate AR Write Off Trans
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  7. Select the date you'd like the write-off to occur
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  8. Select a Route for the write-off
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  9. Choose a product to represent the write-off (usually includes Write-Off in the title)
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  10. After planning for the write-off, click on Generate Transactions
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  11. Click link to view your Write Off Load Sheet
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  12. Your Write Off is complete! Finally, Balance the load sheet like you would with any other Load Sheet.

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