Customer Balance Write off bad debts

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Hello,

So i am trying to write off bad debts for a customer. In the journal names, i created a journal for write off, selected the offset account to be bad debts expense account.Then in the accounts receivable parameters, i mapped the journal name and reason code in the collections tab.

Now, i went to open customer invoices and selected the open invoice and selected the amount and clicked write off.

But there was no response at all from the system. No message or any error. There was no automatic creation of write off journal as well.

Can someone please explain what setup is missing or why i am unable to perform the write off?

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Ludwig Reinhard Microsoft Employee on at

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Hi zzaheerincognito810,

Can you share a screenprint or two that show the steps that you undertook to write off the open invoice?

Where did you do that and how?

Have you already checked the open GL journals?

Best regards,

Ludwig

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Hello Ludwig,

Thank you for your response. I followed the below steps in sequence:

1) Create a journal name - Write off

Set the offset account as Bad debts expense

2) Accounts receivable > Setup > Parameters > Collection > Mapped the journal name and created a reason code

3) Accounts receivable > Common > Open customer invoices > select one invoice > Write off

And thats it. After that nothing happens. There is no message or any error or any write off journal created.

Please suggest.

Regards,

Zahra Zaheer

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Ludwig Reinhard Microsoft Employee on at

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Hi Zahra Zaheer,

Do you have a write off account set up in your customer posting profiles?

Best regards,

Ludwig

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Hello Ludwig,

No i haven't created any yet. Can you help on how this should be done.

Thanks.

Regards,

Zahra

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Ludwig Reinhard Microsoft Employee on at

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Hi Zahra,

You just have to identify the expense account that is use for posting the write off.

Once you know which account to use, then go to AR-setup-customer posting profile.

In the posting profile, please navigate to the setup grid and find the write off account section.

Enter your account there and things should work.

Best regards,

Ludwig

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Thanks Ludwig. The write off is now working fine.

Appreciate your help.

Regards,

Zahra

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