Review write-offs

Step by step

1. Prepare the request AR Manager

   AR Manager creates a write-offs request for a specific invoice and customer with the amount, reason and current balance evidence. Pending collections and disputed amounts remain attributable.

   • Request a supported adjustment
   • Updates Write-offs, Invoices, Collections cases

2. Approve the write-off Controller / CFO

   Controller / CFO reviews the current obligation and approves or rejects the request. The requester cannot replace the Controller decision. Recheck the balance after intervening payments and credits.

   • Authorize the reviewed write-off amount
   • Updates Write-offs, Invoices
   ApprovalA person approves before the work moves on.

3. Confirm the posting System

   The ledger connector retains the source-attributed journal result. Approval alone does not produce write-off applied; the reduction follows confirmed Posted status. Partial write-offs leave the remainder collectible.

   • Record the confirmed reduction once
   • Updates Write-offs, Invoices

4. Reconcile or reverse Controller / CFO

   Controller / CFO reconciles the posted register and open AR. A reversal retains its linked external entry and restores only the affected reduction. Do not edit the original posted request to conceal a correction.

   • Preserve the adjustment and correction history
   • Updates Write-offs, Invoices, AR aging snapshots

AR Clerk

AR Manager, Controller / CFO and System carry the responsibilities shown at each stage.

Customer

And Sales Rep access remain within their own permitted scope.