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Administrator Guide
Last Updated: 2026-09-18
Migrate Receivables Write-Off Reasons

Migrate Receivables Write-Off Reasons

Workday now uses the
Maintain Receivables Reasons
 report as the centralized location for configuring all Customer Accounts reasons.
If your organization previously used the same write-off reasons for both Student Financials and Customer Accounts (dual usage) on the
Maintain Receivable Writeoff Reasons
 task, you must take action to manage these reasons for Customer Accounts in the new location. You can now use the
Maintain Receivable Writeoff Reasons
 task only for the Student Financials write-off reasons.
Workday prevents you from editing write-off reasons on the
Maintain Receivables Reasons
 report whilst dual usage write-off reasons exist on the
Maintain Receivable Writeoff Reasons
 task.
  1. Access the
    Maintain Receivable Writeoff Reasons
     task.
    1. Navigate to a dual-usage write-off reason.
    2. On the
      Receivable Writeoff Reason Usage
       prompt, remove the
      Customer Accounts
       option.
      Workday displays a warning message to remind users to remove dual-usage reasons and to recreate them on the
      Maintain Receivables Reasons
       report.
    3. Repeat steps a. and b. for all dual-usage write-off reasons.
    4. Click
      OK
       and
      Done
      .
    Security:
    Set Up: Receivable Write-off Categories
     domain in the Common Financial Management functional area.
  2. Access the
    Maintain Receivables Reasons
     report.
    1. On the
      Write-Off
       task, click
      Edit Reason Usage
      .
    2. Add a row.
    3. In the
      Reason Name
       field, enter the same write-off reason name that you previously removed from the
      Maintain Receivable Writeoff Reasons
       task.
    4. Repeat steps b. and c. for all previously removed dual-usage write-off reasons.
    5. Click
      OK
       and
      Done
      .
    Security:
    Set Up: Customer Accounts
     domain in the Customer Accounts functional area.
Your dual-usage write-off reasons are now available on the:
  • Maintain Receivable Writeoff Reasons
     task:
    Student Financials
    .
  • Maintain Receivables Reasons
     report:
    Customer Accounts
    .