Bulk Write-off
- Uwizeyimana Liliose
- Ariel Muhizi
- Alphonse Gaju Ndikubwayo
Introduction to Bulk Write-Off
A bulk write-off refers to the process of writing off a significant number of accounts or a large amount of debt in a single transaction. Instead of individually reviewing and approving each write-off case, a bulk write-off is a feature that will allow Bboxx to expedite the process by addressing multiple uncollectible accounts collectively. Here are some key points regarding bulk write-offs:
Why Bulk Write-Off
Efficiency and Time Savings: Bulk write-offs are typically employed when dealing with a large volume of uncollectible accounts. Instead of reviewing and approving each case individually, a bulk write-off streamlines the process and saves time. This is particularly useful when there are numerous small-balance accounts or a backlog of uncollectible debts.
How to Bulk Write-Off in Pulse 2.0
Steps to follow when using Bulk Write off
Log into Pulse and click on nine dots
2. Go to actions and the click actions
3. You will see a button up named Bulk write-off and click it
4. A new window with an option to upload a file will open
5. A file (in txt, csv format) should contain accounts you would like to bulk write off and they should meet the mentioned criteria
Scenario: As an admin user, I want to see a preview of which accounts to write off before I submit, so I can ensure I’m not writing off accounts by mistake
Note:
When a list of accounts is uploaded for write-off, there is a summary of the accounts that will be written-off for user to check:
account ID
customer name
fulfilment centre
# days since default state
there are some light checks on eligibility and ineligibility for write-off is shown for each account if:
account doesn’t exist
account is not in default state
account has already been terminated
The list should be ordered by days since default ascending to identify any cases where write off might be carried out too early
Users can upload a file with a maximum of 2000 customer entries in a single submission.
6. Then hit the save button and you will get notified about the bulk operation
7. If it fails there will be a message indicating the accounts that failed and the reason
Note
when a bulk upload is done to write off accounts, if any account failed to be written off, there is an error message:
account ID
failure reason
possible reason for failure include:
account ID doesn’t exist
account is not in default state (and no repo exists)
account has already been terminated
it is possible to identify write offs done by bulk action in the database (vs. single write-offs)
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