Next Generation - The Write Off Bad Debts screen

The Write Off Bad Debt processing screen allows you to review a list of overdue sales invoices and write them off.

The Write Off Bad Debts screen uses the same functionality and look and feel as our Next Generation enquiry screens, with a few differences which are listed below:

There is no Action Panel.
There is a Process button at the bottom of the screen.

You can carry out the following actions on the screen:

Run enquiries against all records or just a specific record.
Apply filters using the Advanced Filter panel to ensure that only the transactions you're interested in are displayed in the enquiry window.
Look at just the header information, or you can expand to see all the transactions belonging to a customer by clicking on the icon.
Process on the same screen.
Access to Write Off Bad Debts is controlled by your Security Profile.

For more information on how to process your bad debts, please refer to the process write off bad debts article.

The Write Off Bad Debt screen is made up of the following sections:

Sections	Description
Record Count	Shows the number of transactions listed in the grid for the provided filter criteria. Updates depending on the filter criteria. Updates when you select transactions.
Search field	Search on Account Name or Header Ref. Tip: You have to know the first few characters or numbers to be able to search as these searches are what we refer to as Begins With searches. You can search for the beginning of each word in the available quick search fields, no matter where they are. Example: If you wish to search for an Account Name of "The Access Group", you can now enter the words "The", "Access", or "Group" and Financials will intelligently find this result.
Saved Filters List	A list of any saved filters that are available. Filters are saved using the advanced filter panel, for more information please refer to how to use the advanced filter.
Advanced Filter	Opens the advanced filter panel for advanced filtering. Number indicator displays the number of applied filter criteria to the enquiry list. For more information, refer to the advance filter articles we linked above.
Cog	Contains a list of actions which can be carried out on the enquiry. Configure Columns - Customise the displayed columns in the best order to suit your needs. For more information please refer to Configure Columns. Clear Criteria - Clears all the filter criteria that you have added directly for a column displayed. Doesn't clear the filter you have added to the Advanced Filter panel. Reset Sorting - Removes any sorting that you've set on all displayed columns. Reset Default Column Width - Resets all column widths to their default size. Export to Excel - All - Exports all the transactions on the sales ledger for the columns displayed on the screen. If you wish to see all columns available on your export, you have to add all columns in the configure column option. The current limit is set at 50,000 rows to protect the performance. Export to Excel Current View - Exports the currently displayed or loaded transactions and columns, the default is to load 100 transactions. If you wish to see all columns available on your export, you have to add all columns in the configure column option. Once you scroll past the 100th transaction, this loads another 100 transactions. This is done to make sure that you don't come across any performance issues when you have hundreds of thousands of records. Hide Grouping - You can select to group by any column when this option is on by dragging a column into the drag and drop columns header for grouping field. You can group multiple columns. You can turn this option off to allow for more space for your transactions by clicking on Hide Grouping. You can turn grouping back on by clicking on Show Grouping
The Grid	Default columns are displayed when the Write Off Bad Debts screen opens. You can change by manually dragging and dropping the columns to where you want them or alternatively you can customise your columns using the Configure Columns. Each column is sortable, and you can sort on multiple columns at the same time. You can filter on all of the columns by pointing to the column label and clicking on the icon to open the filter window. You can increase and decrease the column width and the settings are saved for you so you to only have to do this action once. You can open the detail lines on a transaction by selecting the arrow in front of a transaction. You can change the configuration of the columns displayed for the Detail line from the Cog which is at the end of the detail section.
Hyperlinks - Account Code and Account Name	You can click on the hyperlinks on the account code or name columns to get to your customer record. The record opens in View mode and if your security permissions has edit permissions, you can edit the customer. If you don't have access to edit customer records, instead of an Edit button, you will see a Close button on the customer record.

Next Generation - Access the Aged Debt enquiry directly or from a customer

Next Generation - Process reverse bad debts written off

Next Generation - Process write off bad debts

Next Generation - The Reverse Bad Debts Written Off screen

Next Generation - The Sales Estimates screen