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Total Write-Off Report

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  • Sara

    Hi Abigail,

    In order to track the write-offs within your account, you can navigate to Reports > Outstanding Balances, adjust the date range, select More, and turn the toggle off for With Balance, and turn the toggles on for Show Detail, and Include Insurance.
     
    Once the report populates, it will include a list of all clients within the account, and write off columns. You can export this report, use a summation function to determine totals. Additionally, the beginning of next year the Account Owner will have access to generate a tax report for the previous year. It will include the total write off amounts that were entered.

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