Minimum Version Required: 22.01
Steps
How to Write Off Small Balances
1. Using Universal Search, navigate to the ‘Accounts Receivable Aging’ dashboard.
2. Apply Filters:
a. Select one or more AR Accounts, if needed.
b. Set Order By under AR Account.
c. Enter a +/- amount to the Minimum Total Balance.
d. Enter a +/- amount to the Maximum Total Balance.
3. Click Create Report.
Best Practices
Enter a “-” to the Minimum or Maximum total value to set the range to include credits as well as debits. This is helpful when users are trying to Write Off AR for everything between a $1.00 credit and an $1.00 debit
For more information on Writing Off AR, look in Online Help