Purpose
The purpose of this Quick Reference Guide (QRG) is to provide a step-by-step explanation of how to Manage Write-Offs in the North Carolina Financial System (NCFS).
Introduction and Overview
This QRG covers the management of write-offs in the NCFS which will enable the user to perform write-offs directly on the outstanding invoice to be categorized as a write-off in AR Reports.
Manage Write-Offs
To manage write-offs in NCFS, please follow the steps below. There are 8 steps to complete this process.
Step 1. Log in to the NCFS portal with your credentials to access the system.
Step 2. On the Home page, click the Receivables tab and click the Billing app.
Step 3. On the Billing dashboard, click the Tasks icon and click Manage Transactions.
Step 4. The Manage Transactions page opens. Enter the Transaction Number in the Transaction Number field and click the Search button.
Step 5. On the Search results section, click on the link of the transaction number.
In this example, we choose the 17001 link.
Step 6. The Review Transaction page is displayed. Click Show More.
Step 7. Scroll down to the Manage Transactions page. Click the Miscellaneous tab. Click the Context Value drop-down choice list, then select NCAS Data and click the DIV drop-down choice list, then select WO.
Step 8. Scroll up in the Review Transaction page. Click the Save drop-down choice list, then Save and Close.
Wrap-Up
Manage Write-Offs using the steps above for an invoice to be categorized as a write-off in AR Reports.
Additional Resources
- Virtual Instructor-Led Training (vILT)