This idea has been merged into another idea. To comment or vote on this idea, please visit S200UK-I-721 Would like ability to specify an allocation date at the point of a SL\PL Write off.
When you select the option to write off a small amount, the system automatically produces a sales credit note dated the same as the original invoice and posts it the earliest available financial period. So, for a small unpaid balance dated September and December 2020 which I have written off today (25 March 2021), I have the sales ledger showing the write offs dated those dates and my nominal the same, except that the entry has gone to period 1 because 2020 is closed. I have taken the decision today, I don’t want it back-dating and would prefer it if it is dated today rather than last year. Even if this is not possible I would still like it to be posted to March period instead of January, which I have finished but not yet closed. Is it possible to date the write off the date the actual decision was made rather have the system decide the dates and period, all of which are wrong?
Jon Watkin
