Bad debt report

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Jeanine Davis

• October 12, 2021 19:27

Hello, 
I need to obtain a report on bad debt/write offs for taxes. I can't seem to locate this option. I can see the balance due, which is not a report....

Thank you

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• 

  Sara

  • October 12, 2021 21:32

  Hi Michelle,

  You can view both Client Write-Offs and Insurance Write-Offs by using the Outstanding Balances report. Here's how to do that:

  • Navigate to Reports > Outstanding Balances.
  • Use the drop down menu to adjust the date range.
  • Check the boxes for With Balance, Show Details, Include Insurance to see more options on the report.

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