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Finance template

Asset write-off workflow template

Record why an asset leaves the company, with photos of its condition, and update the books.

2 steps 10 fields Photo evidence
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Free for 14 days. No credit card. You can change every step and field.

How it runs, step by step

The process reads from top to bottom. Each step goes to its owner with a deadline, and everything that happens is recorded in the request's timeline.

  1. Request

    Whoever starts the request

    Identify the asset and the reason for the write-off. Your manager approves it next.

    Approval: The requester’s manager
    7 fields in the request form
    • Asset * Text
    • Asset tag * Text
    • Reason *Damaged beyond repair, Obsolete, Sold, Donated, Stolen or lost Choice
    • Book value Amount
    • Current condition Photo
    • Police report * Files · when needed
    • Details * Long text

  2. Accounting

    A person or team you choose

    Write the asset off in the books.

    Due in 5 days (business time)
    3 fields
    • Amount received Amount · when needed
    • Accounting entry * Text
    • Written off * Checkbox

Make it yours

  • Rename and reorder steps and add the fields your team actually needs. Totals and formulas are calculated as people type.
  • Choose who does each step: a person, a team, the requester's manager, or someone picked earlier in the form.
  • Set the approvals, including approval limits by amount, and let approvers decide straight from their email.
  • Add deadlines and reminders, counted in business hours if you want, and escalate late steps.

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Start from this template

Copy it into your workspace, invite the people involved by email, and send the first request today. One plan with every feature, from $49 a month for 5 users.

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