Setup FAQ

How to configure automatic write-offs and havnd-overs?

To configure automation for handovers and write-off status changes, navigate to: Setup MenuConfiguration OptionsAdverse Tab

Within this section, you’ll be able to:

  • Set the earliest permissible period for both automatic handovers and write-offs

  • Specify the day of the month when the automation should run

  • Select the branches for which these automation features should be enabled

For more detailed instructions, click the link below to access the full guide.

Last updated

Was this helpful?