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Dynamics 365 Community / Forums / Microsoft Dynamics GP (Archived) / How to do an AR write ...
Microsoft Dynamics GP (Archived)

How to do an AR write off in GP V.9

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Posted on by Rita Wong 400

Hi everyone,

How do I do an A/R write off for one customer in G.P?  I originally thought I could just do it via journal entry, but I'm unsure whether this will remove it off the Receivable managment side of GP.

R

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  • Ron Wilson Profile Picture
    Ron Wilson 6,010 on at

    Rita,

    We go into Transactions->Sales->Transaction Entry and select Credit Memo.  Then we make sure the distribution goes to our bad debt account.  Does this help?

    Ron

  • Hossam Fathy Profile Picture
    Hossam Fathy 2,611 on at
    you must make it from Receivables module.
  • Community Member Profile Picture
    Community Member on at

    Also note that you can use the write off functionality in the Apply window to write off uncollectable balances when you apply cash to invoices.

  • Richard Whaley Profile Picture
    Richard Whaley 25,195 on at

    First, everyone is correct, you MUST do this via RM or the customer account will still show the balance due and GL will not balance AR.

    Yes, you can do a credit memo in receivables if you have only one or two to adjust.

    If you have more than a few, use the Sales->Routines->Write Off Documents.  You must set the customer accounts to allow write offs on the Options window.  Then you can run the Write Off and set it to remove all balances under a floor limit.  This clears lots of little "penny" balances that occur when customers mis-print amounts on checks, multicurrency does not cleanly clear balances, et cetera.

  • Rita Wong Profile Picture
    Rita Wong 400 on at

    Thank you Everyone!  All your comments are extremely helpful. 

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