Finance owner quick Expense Write-off

1. Learning objectives and end state

• Start a dealer write-off from the Campaign Audit or Expense Write-off entry.
• View write-off evidence during approval.

2. Prerequisites

• The current campaign type contains an Expense Write-off node.
• A campaign application is available for write-off.
• You can create and edit Expense Write-off records.
• Write-off evidence exists in the write-off period. For display campaigns, the default evidence is Campaign Audit.

3. Step-by-step procedure

Step 1: Start a dealer write-off request

1. Click Request Write-off in the Campaign Audit list. You can also go to Campaign Management > Expense Write-offs and click New.
2. Select a campaign application.
3. Enter and submit the write-off request.
4. The record enters the Expense Write-off approval process.

Step 2: Approve the write-off

1. Open the Expense Write-off details. The record is pending approval.
2. Review the write-off evidence for the dealer during the campaign write-off period.
3. The approver enters Written-off amount (CNY).
4. Click Approve. The written-off amount is added to the campaign’s written-off expenses.

4. Run and verify

1. Confirm that the dealer write-off record was submitted in the Expense Write-off list.
2. After approval, the written-off amount is added to the campaign plan’s written-off expenses.
3. After rejection, the amount is not added and the record can be edited and resubmitted.

5. Next steps

• Write off store expenses
• Issue store expenses
• Write off dealer expenses