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To Enter a Write-Off

1. From the eSite menu, select Ledger—Write Offs.
2. From the Write Offs Grid, select the resident for which you want to enter a write-off.
3. From the Write-Offs Tab, in the Date field, the date defaults to the current system date. Accept the default or enter another date to record the write-off (mm/dd/yyyy). Or click the Calendar button to select a date.
4. In the Amount field, the amount defaults to the delinquent balance due. Accept the default or enter another amount to write-off (format 0000.00). Or use the Calculator Button to figure an amount.
5. In the Ref #, if desired, type a reference number. (For example, an invoice number associated with the bad debt).
6. In the Description field, the description defaults to Write-Off. Accept the default or enter a more descriptive name for the write-off transaction.
7. In the Amount to Write-Off field, type the amount of bad debt to write-off. (This can be a whole or partial amount, using format 0000.00.) Or use the Calculator Button to figure an amount.
8. Click Save.

See Also

Write-Offs Overview

Write Offs Grid

Write-Offs Tab

Ledger Overview