Offset Request (Used for Viewing)

The Offset Request screen allows you to:

  • View the details of the offset request

  • Search for a debit or credit bill based on bill, account, or person details

  • View the debit and credit bills which are added to the offset request

  • View the offset or transfer adjustments which are created through the offset request

  • View the financial transactions of an auto maintenance offset request type

  • Add a debit or credit bill to the offset request

  • Edit the details of the offset request

  • Define, edit, or remove the characteristics from the offset request

  • Edit the offset amount for each debit and credit bill

  • Remove a debit or credit bill from the offset request

  • Delete the offset request

  • Submit the offset request for approval

  • Approve or reject the offset request

  • Unapply (i.e. cancel) the offset request

  • View the log of the offset request

  • Add a log entry for the offset request

It consists of the following tabs:

Related Topics

For more information on... See...
How to view the details of an offset request Viewing the Offset Request Details
How to view the debit or credit bills added to an offset request Viewing the Debit and Credit Bills Added to an Offset Request
How to view the offset or transfer adjustments created through an offset request Viewing the Adjustments Created Through an Offset Request
How to add a debit or credit bill to an offset request Adding a Debit or Credit Bill to an Offset Request
How to edit an offset request Editing an Offset Request
How to define a characteristic for an offset request Defining a Characteristic for an Offset Request
How to edit the offset amount of a debit or credit bill Editing the Offset Amount of a Debit or Credit Bill
How to remove a debit or credit bill from an offset request Removing a Debit or Credit Bill from an Offset Request
How to delete an offset request Deleting an Offset Request
How to submit an offset request Submitting an Offset Request
How to approve an offset request Approving an Offset Request
How to reject an offset request Rejecting an Offset Request
How to unapply (i.e. cancel) an offset request Unapplying an Offset Request
How to view the log of an offset request Viewing the Log of an Offset Request
How to add a log entry for an offset request Adding a Log Entry for an Offset Request

Parent topic: Offset Request