Skip to main content

Notifications

Announcements

No record found.

News and Announcements icon
Dynamics 365 Community / Forums / Finance | Project Operations, Human Resources, ... / Write off Documents no...
Finance | Project Operations, Human Resources, ...
Suggested answer

Write off Documents not capturing some unapplied balances

(0) ShareShare
ReportReport
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? 
Categories:
Microsoft Dynamics GP
  • Suggested answer
    Lisa at AonC.com Profile Picture
    Lisa at AonC.com 553 on at
    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?
     
     

Under review

Thank you for your reply! To ensure a great experience for everyone, your content is awaiting approval by our Community Managers. Please check back later.

Helpful resources

Quick Links

Congratulations 2024 Spotlight Honorees!

Kudos to all of our 2024 community stars! 🎉

Meet the Top 10 leaders for December!

Congratulations to our December super stars! 🥳

Get Started Blogging in the Community

Hosted or syndicated blogging is available! ✍️

Leaderboard

#1
André Arnaud de Calavon Profile Picture

André Arnaud de Cal... 291,661 Super User 2024 Season 2

#2
Martin Dráb Profile Picture

Martin Dráb 230,379 Most Valuable Professional

#3
nmaenpaa Profile Picture

nmaenpaa 101,156

Leaderboard

Featured topics

End-of-life Announcement for Microsoft Dynamics GP

Product updates

Dynamics 365 release plans