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Write off Documents not capturing some unapplied balances

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Posted on by JaneH

I am trying to clean up AR unapplied cash (mostly pennies), and have set my write off limits on the customer cards, but there are still some unapplied balances that are not found when using the Routines/Write off documents. What am I missing?

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Microsoft Dynamics GP

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Lisa at AonC.com 814 Super User 2025 Season 2 on at

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Write off Documents not capturing some unapplied balances

Could there be National Accounts that are part of this?
Have you run Reconcile on Documents/Customers?

When you inquire on a transaction that has an open balance, does the Apply information match what you are seeing?

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