Page 5 - What is the Workflow for Write Offs

Write Off Debit and WO Workflow

1. Click the OK button.
1
a a. The only available Posting Action is Submit to
Workflow.
b. The Action changes to Pending Approval, and
the Action buttons are disabled.

No changes can be made to the worksheet once it
enters workflow, unless it is denied and sent back to
the submitter.
b
2. Click the Worksheet Application link to

view the Approvers.
2

The Posting Action cannot be set to Submit to Workflow if an attachment has not been added, and the user will
receive an error message.

Accessing Worksheets Pending Approval

The School/Central approvers or optional Ad Hoc approvers will receive an email when the worksheet has been
submitted. The worksheet can be viewed from the email hyperlink, the user’s AR Workcenter or the Compass
Worklist. Any one of the listed approvers can take action on the maintenance worksheet.

Access the worksheet from the email
The Approver(s) will receive an email as shown below. The email summarizes the submitted worksheet and provides a
link to the worksheet.

1

2. Click the link to open the Worksheet Application page.
 Approving and denying Worksheet Write Offs will be covered later in this job aid.
Access the Worksheet from the AR WorkCenter

Accounts Receivable > Receivable Workcenter

Page 5 of 10

Emory Confidential and Proprietary Last Revised on 2/7/2018 Return to Table of Contents