Create reason codes for write-offs
Before you start
In the Reason codes (CS211000) window you can create reason codes for Balance write-offs and Credit write-offs. These are used in the Write-off balances and credits (AR505000) and Process bank transactions (CA306000) windows.
Reason codes are mandatory for performing write-offs on your invoices or credit notes
Reason codes are also used for stocktaking reviews. The default code for a stocktaking review is 4.
Go to the Reason codes (CS211000) window.
Click
.In the Reason code field, click
to see how many reason codes already exist: use the next available number for your new reason code.In the
-field, fill in the number of your new reason code.In the Description field, enter the reason for your write-off.
In the Usage field select one of the following:
- Balance write-off - to write-off an underpayment. or
- Credit write-off - to write-off an overpayment.
In the Account field, click
to select the account the reason code will affect.In the Subaccount field, enter the subaccount the reason code will affect.
Click
.