How to Write-Off an Accounts Receivable

You can write-off an account receivable when it is deemed uncollectible.

Optionally you can:

• Add an accounts receivable.
• View or add notes. To view or add notes for this record, on the action bar, click Notes.
• View audit details. To retrieve audit information, close any open panels and, on the action bar, click Audit Log. To view the details for a particular record, click Audit.
• Attach a document. To attach a document for this record, on the action bar, click Attachment.
• View documents. To view documents for this record, on the action bar, click View Documents.
• Cancel your entries. To close the page or panel without saving your changes, click Cancel.

To write-off a receivable

1. On the Financial menu, click Accounts Receivable.

2. Search for the account receivable.

   Depending on which type of account receivable you are writing off, the Gross Level, Advanced Payment, Withholding/Lien/Levy, or Claim Receivable page is displayed.

3. On the action bar, click Write-off.

4. On the Write-Off page, in the Write-Off panel, enter the Financial Reason Code.

5. On the Write-Off action bar, click Save.

   ND MMIS sets the original A/R amount of the write-off to the balance amount of the original account receivable. Then the balance amount on the original account is set to zero and a new write-off receivable is created.

   ND MMIS updates the History panel of the original receivable to indicate the amount that was written off.

See Also

Write-Off Page

Gross Level Page

Advance Payment Page

Withholding/Lien/Levy Page

Claim Receivable Page

About Write-Offs

What Is Accounts Receivable?

About Financial

Version as of 5/16/14.