Enter the date of the write off in month-day-year format (i.e., mm/dd/yyyy). The "/" characters are automatically inserted. The Write Off Date is used for the date of the write off records created for the client ledger file. Thus, reports that are based on ledger records (such as the Client Productivity Report, Client Ledger Report, etc.) will reflect the write off as of the specified Write Off Date.

For detailed information on how write off information is selected for reports, see Knowledge Base Article R11117, “How Payment and Write Off Information is Selected for Tabs3 Reports.”

The button can be used to open a Calendar window that allows you to select a date.

See also:   Date Field Conventions