Did you know that you can easily see a list of write offs for any client, as well as how each write off is applied?   Read More...


Version 2021 has some great new features we know you’ll want right away!   Read More...


Spotlight: Writing Off a Client

August 2018    Tags: ,
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Did you know that you can write off all or a portion of a client's accounts receivable balance? When a write off is performed using the Write Off Client program, a special write off record is created and stored in the client ledger file for audit trail purposes and adjustments are made to receipt allocation records.   Read More...


From time to time, you may need to reduce a client’s outstanding balance, but how can this be accomplished?   Read More...