If you are using the EBM Billing version of Actionstep then you will have the choice of using Write off feature or Credit Invoices.
This table is provided to help you understand the differences
Function | Actionstep's Write off Functionality | Actionsteps' Credit Invoice Functionality |
Choose What GL Code to send the Write off to | No - it will be sent to FEES GL only | Yes - you can choose any GL that exists in Actionstep |
Choose between FEES and EXPENSES to write off | No - Only Fees can be written off | Yes - you can choose either FEES or EXPENSES |
Write off Reporting | Yes there is a brand new write off Report to allow you review the amounts that have been written off Click here to see sample of write off report | No - there is no dedicated report |
Use Write off feature with Xero | No - Xero does not support Write off's so this feature can not be used if you are using Xero, you will need to use Credit Invoices. | Yes - Xero does support Credit Invoices and should be used for Write offs |
Works with EBM and Classic (Old style) invoices | No - This can only be used with EBM Invoices | Yes - this can be used for EBM or Classic Invoices |