Writing off company transactions

You can select a company and view transactions within a range to write off. Use the search criteria to filter the transactions to view.
  1. Sign in as Receivables Specialist or Receivables Manager.
  2. Select Additional Actions and click the Company Transaction Writeoff tab.
  3. Open a company record.
  4. Right-click a transaction record and select All Actions Menu > Write Off.
    For a quick write off, select Quick Writeoff.