Process Write Off Function - View Scenarios

Scenario 1: View and Generate Report on the Batch that is in the 'WIP' or 'Pending Approval' or 'Submitted Batch' Task Stage

Details

Step 1

From the Tree Menu, search for the Process Write Off function, and then click once on it.

Step 2

By default, system will open up the screen displaying all the available write off process task cards, as follows:-

  1. New Write Off (Extract Accounts and Batch Generation)

  2. WIP (Edit Accounts in Batch)

  3. Pending Approval (Review to proceed with batch write off)

  4. Submitted Batch (Enquire past 12 months batch record)

Step 3

Click once on the 'WIP' or 'Pending for Approval' or 'Submitted Batch' task card. System will display 'WIP', 'Pending for Approval' or 'Submitted Batch' panels accordingly.

Step 4

Proceed to click once on the 'Generate Report' button at the bottom of these panels.

Note: Click once on the selected batch in the 'Submitted Batch' panel. The system will display the list of accounts for the batch in the sub-panel. Thereafter, click on the 'Generate Report' button.

Step 5

System will display the report accordingly in Excel format.