ION Report - AR Writeoffs

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AR Writeoff Report
This report examines all AR writeoff information as selected by the user.

In order for employees to access this screen, the "May Access AR Writeoff Report" checkbox on the Plugins Panel must be checked.

For a complete list of all available ION Reports, see Overview: ION Reports.

How-To Create a AR Writeoff Report

  1. Select AR Writeoff off of the Reports panel.
  2. Select the warehouses used on the Warehouses panel.
  3. On the Date Selection Panel, select the date settings.
  4. Add any formulas on the Formula's panel.
  5. In the Fields & Figures panel, select the columns wanted in the report. A field is something that the report is grouped by, and a figure is something that is added up within a group.
  6. In the Customer Information panel, select the fields wanted in the report.
  7. The drop down arrow brings up the Customer Include or Exclude screens to select the customers for the report.