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  • Write Off Request Form 234407.0209 1

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    Vipin Nair
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    This write-off authorization form from Trinity Consultants requests approval to write-off an invoice of $1,122.28 for a client project. The reason given is "Other - Specify" and noted in comments is that the charges were incorrectly applied to the wrong project and should be moved to Sales after discussion with Account Director Scott Kindy and MI LOS Dane Mercer. The project manager, accounting, and CFO have approved the write-off.

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    This write-off authorization form from Trinity Consultants requests approval to write-off an invoice of $1,122.28 for a client project. The reason given is "Other - Specify" and noted in comments is that the charges were incorrectly applied to the wrong project and should be moved to Sales after discussion with Account Director Scott Kindy and MI LOS Dane Mercer. The project manager, accounting, and CFO have approved the write-off.

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    © All Rights Reserved
    Download as DOCX, PDF, TXT or read online from Scribd
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    4 views1 page

    Write Off Request Form 234407.0209 1

    Uploaded by

    Vipin Nair
    This write-off authorization form from Trinity Consultants requests approval to write-off an invoice of $1,122.28 for a client project. The reason given is "Other - Specify" and noted in comments is that the charges were incorrectly applied to the wrong project and should be moved to Sales after discussion with Account Director Scott Kindy and MI LOS Dane Mercer. The project manager, accounting, and CFO have approved the write-off.

    Copyright:

    © All Rights Reserved
    Download as DOCX, PDF, TXT or read online from Scribd
    Flag for inappropriate content
    of 1

    TRINITY CONSULTANTS, INC.

    WRITE-OFF AUTHORIZATION FORM

    Dept # / Project # 234407.0209 Submittal Date: 01/18/2024


    Invoice #
    Invoice Amount $1,122.28
    Invoice Date 12/31/2023
    Client Name CPChem Cedar Bayou
    Project Manager Vipin
    Write-off Amount $1,122.28
    Reason for Write-Off:
    Client/Project Manager/Salesperson Misunderstandings
    Budget Over run
    Interest Write-off
    ✘ Other - Specify

    Comments:

    This was stay for the API inspection meeting in chicago. Should be moved to Sales after discussing with
    Account Director Scott Kindy and MI LOS Dane Mercer

    Approval (sign and date):


    ✘ Project Manager Vipin Vijayakumaran

    ✘ Accounting *
    Regional Accountant – <$1,000
    Controller – $1,000 - $4,999
    CFO – $5,000 - $99,999

    Jay Hofmann – >$100,000

    Resulting Action:
    Payment – Full before any Trinity services are provided

    Payment – Partial before any Trinity services are provided

    Retainer Required (Cash in Advanced) xx%

    Retainer Required (Bankruptcy) Senior Management Approval Only

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