Automate parts of the write-off process by triggering or tagging write-offs after a set period, based on predefined criteria.

Could we explore opportunities to automate certain aspects of the write-off process? For example, can write-offs be triggered automatically after a specified period of time has passed, based on predefined criteria? Perhaps this could be done by using creating a tag which is auto applied to overdue pledges, which we can then export as a list to process for write-off. Thanks!

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  • Dec 17 2024
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