Missing Financial Dimensions on Customer Write-Off Journal

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Posted on by BarryR

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Hello All -

After writing off a project related customer invoice I noticed that none of the financial dimensions posted on the revenue account come over to the bad debt expense account on the write-off journal. Is there a parameter settings I need to turn on?

Thanks in advance for any suggestions.

Project invoice - financial dimensions included on revenue line.

Write-off journals do pull financial dimensions from original project invoice revenue account.

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Frank Hamelly | MVP... 46,625 Super User 2025 Season 2 on at

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Those dimensions likely default from the Customer account. Are the dimensions there blank?

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BarryR 266 on at

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Hello Frank, there are no financial dimensions on the customer account. The dimensions default from the project during project invoicing. They just are not flowing over to the write-off journal.

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Frank Hamelly | MVP... 46,625 Super User 2025 Season 2 on at

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Add financial dimensions to the Customer account and test a write-off journal. I would bet $20 the dimensions come from the Customer, not the Project.

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André Arnaud de Cal... 300,917 Super User 2025 Season 2 on at

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Hi Barry,

A payment and write off journal are not aware of dimensions used for the invoice. In case you would have one transation, settling more than one invoice, the dimensions could be different.

When posting the write off journal and the settlement will be updated, additional transactions will be posted to clear the balance on the dimensions. If you insist having the dimensions on the payment or write-off journal defaulted from the invoice that is marked for settlement, you can consider a customization.

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JamesT 341 on at

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Hi Barry,

I know old post...but I remember seeing this feature becoming available a while back

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