Minimum Version Required: 22.01
Pre-Conditions
Site must have Accounts Payable enabled.
Steps
1. Navigate to the Accounts Payable dashboard using the Universal Search bar.
2. Click the AP Aging - Write-Off report.
3. Click the 'Create AP Write Off' button.
4. Click the checkbox next to the purchases you would like to write off.
5. Click the 'Generate AP Write Off Trans' button.
6. Enter a shipment number.
If writing off multiple purchases, a shipment number needs to be entered for each Vendor.
7. Select the account to write the balance off to using the 'Account' drop-down.
8. Click the 'Generate Transactions' button.
9. To review the new write off shipment record, click the hyperlink on the confirmation page.