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Route Write-Off Requests

Send receivables write-off packets to approvers and update requesters

Use this Agent instantly or customize it - no programming needed

Route a receivable write-off for approval
Reads
  • write-off request
    write-off request

    Your submitted request gives the customer, stated balance, proposed amount, reason, and requester email.

  • supporting files
    supporting files

    Your uploaded documents provide the evidence the receivables approver needs to review the request.

  • submission ID
    submission ID

    Your submission ID ties the uploaded files to the request and appears in handoff emails.

  • approver routing rules
    approver routing rules

    Your setup assigns approvers by business unit and amount range, with a finance triage address for unclear cases.

Finance intake queue
Finance intake queue

Your finance intake queue starts each run and supplies the request and its supporting files.
Is the requester email missing?YesNo
Alert finance triage about the missing requester email
Writes
  • finance triage notice
    finance triage notice

    Your finance triage contact gets unclear routing, a missing requester address, or failed delivery.

Work email
Work email

Your work email sends approver packets, requester updates, and finance triage notices.
Work email
Are required details or supporting files missing?YesNo
Email the requester the gaps to correct; alert triage if delivery fails
Writes
  • correction request
    correction request

    Your requester gets an email naming the missing details or files before anyone reviews the write-off.

  • finance triage notice
    finance triage notice

    Your finance triage contact gets unclear routing, a missing requester address, or failed delivery.

Does the approver map lack one clear match?YesNo
Ask finance triage to assign an approver; tell the requester routing is pending
Writes
  • finance triage notice
    finance triage notice

    Your finance triage contact gets unclear routing, a missing requester address, or failed delivery.

  • routing update
    routing update

    Your requester gets an email saying finance triage is assigning an approver.

Email the write-off packet to the approver
Writes
  • approver packet
    approver packet

    Your receivables approver gets the stated balance, proposed amount, reason, and supporting files by email.

Did the approver email fail to send?YesNo
Alert finance triage about the delivery failure
Writes
  • finance triage notice
    finance triage notice

    Your finance triage contact gets unclear routing, a missing requester address, or failed delivery.

Confirm the handoff to the requester; alert triage if delivery fails
Writes
  • handoff confirmation
    handoff confirmation

    Your requester gets an email with the submission ID and the approver handling the review.

  • finance triage notice
    finance triage notice

    Your finance triage contact gets unclear routing, a missing requester address, or failed delivery.

This Agent picks up a write-off request from your finance intake queue. It checks the balance and files, then emails your chosen approver. It confirms the handoff to the requester.

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Made for your industry

Route Write-Off Requests is made for businesses in these industries.

Made for your role

Route Write-Off Requests is made for people in these roles.

Made for your department

Route Write-Off Requests is made for people in these departments.

How Route Write-Off Requests works

5 steps, in order, on every run.

  1. Gather the write-off requestRead the customer balance and reason from the finance intake form. Retrieve its supporting files.
  2. Check for missing detailsCheck the stated balance and supporting files. Ask the requester to fill any gaps before routing.
  3. Choose the approverMatch the business unit and requested amount to the approver map you set. Send unclear matches to finance triage for assignment.
  4. Send the approval packetEmail the approver the stated balance and reason, with supporting files. Include the submission ID so they can identify the request.
  5. Confirm the handoffEmail the requester the approver's name or team and submission ID. Say the request went for review, without implying approval.

How to Get Started

Connect your tools

Connect the tools you already use, such as Gmail, Microsoft Outlook or Jotform.

12 tools
Set your rules
  • Set up the finance write-off form with customer and account identifiers, stated balance and as-of date, requested write-off amount, reason, requester email, and supporting file uploads.
  • Enter the receivables approver email for each business unit and requested amount range, plus a finance triage email for cases without a clear match.
  • Choose the finance mailbox that sends approval packets, correction requests, and handoff confirmations.
Launch the Agent

Use safe mode to approve every result before it goes out, or let the Agent run automatically.

FAQs

Frequently asked questions about the Route Write-Off Requests:

How do I choose who gets a write-off request?

You set approvers by business unit and requested amount. If no rule identifies one approver, your finance triage contact gets the case for assignment.

What happens if a request is missing details?

The Agent emails your requester the exact gaps and sends no approval packet. You can require a balance date, reason, and supporting files on the intake form.

Can the Agent verify or approve a write-off?

No. Your requester supplies the stated balance. The Agent routes the request without checking your accounting books, approving it, or posting the write-off.

What happens when the Agent is unsure?

It stops and asks you. The Agent does not guess when it reaches a decision you have not approved.

Can I review its work?

Yes. Every run creates a plain-language log that you can review and export. Logs are kept for twelve months.

What happens if I cancel?

The Agent stops at the end of the billing month and its tool connections are removed. Your run logs remain available for twelve months.

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