Start Date

The Start Date field on the AR Automatic Write-Off form.

Enter the start date by which to filter write-off transactions. The system ignores all transactions dated before this date.

The system uses this date in conjunction with the Older Than Date or Older Than # of Days fields to determine transactions to include as follows:
  • Older Than Date - The system writes off transactions with dates that fall on or after the start date, but are prior to the specified "older than date". For example, if the Start Date is 01/01/2017 and the Older than Date is 01/01/2018, the write-off process includes transactions with a date that falls on or after 01/01/2018 but prior to 01/01/2019.
  • Older Than # of Days - With this option, the system calculates a date by subtracting the specified "Older Than # of Days" from the current date. The Older Than Date field then displays and defaults the calculated date. For example, if the current date is 01/01/2019 and you enter 180 in the Older Than # of Days field, the system defaults 07/05/2018 as the Older Than Date. The write-off process will then include transactions with a date that falls on or after 01/01/2018 but prior to 07/05/2018.
Leave this field blank to have the system include all transactions (meeting the selection criteria) with dates prior to the "older than date".