Pathway: Database > Import > Import Balance Write Off
The following article captures the requirements of importing balance write offs for an account.
This process cannot be undone. Before proceeding with the import, ensure the accounts in the file are accurate.
Required Permissions
The following permissions are required to access Import Account Notes and Import Site Notes:
| Permission ID | Permission Name |
473 | Import Balance Write Off |
File Format Requirements:
- CSV
Reason Code ID
Pathway: Setup > System > Reason Code
Refer to your system's reason code ID to ensure your import file is properly configured and to avoid import failures. The ID in the file must match exactly; otherwise, the account write-off will not process.
To import a file successfully, it must contain the following three columns in the order shown in the example below. Column headers must be placed in the first row. Review the Returned FileColumn Header File Requirements
After Import is Complete
Review Accounts/Site
