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Tracking your write off




  • Ruth

    Hi Barbara, you can go to Reports > Outstanding Balances, then uncheck the "With Balance" box, check the "Show Details" and "Include Insurance" boxes, adjust the date range to include the entire year, then export the report as a CSV or Excel spreadsheet. You can now use the downloaded spreadsheet to calculate the Client Write-Off and Insurance Write-Off amounts! 

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  • Jacqueline Kirkbride

    Would this show accounts that have a zero balance?  As we probably wrote off the balance?

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  • Melissa Hill


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