Service Credit Reconciliation
Reconcile a proposed service adjustment against an agreed internal cap.
Prepare your sheet
Use one row per account code observation. Enter Requested EUR, Cycle cap EUR, Already used EUR. Check that every row belongs to the same review scope.
Decision rule
Enter illustrative approved amounts manually. The smaller of the requested adjustment and remaining cap is reviewable. No money is moved.
Worked result
The fictional example contains 2 input rows. Its result is €65.00 within remaining caps.
| Account | Available cap | Reviewable | Excess |
|---|---|---|---|
| North | €45.00 | €45.00 | €25.00 |
| South | €40.00 | €20.00 | €0.00 |
Run it on your own inputs
- Open the tool and choose Start empty or edit the example.
- Enter the inputs, resolve validation messages and review the decision sheet.
- Download the text report or print the summary for the responsible person.
Source and support
Reconcile a proposed service adjustment against an agreed internal cap. The reviewed demonstration prepares a reply for a person to check and send. Benchcraft designed this tool’s inputs, decision rule and example for this office task. Reviewed source · Alex Finn at 2:32.
Request a custom workflow. €149 one-time pilot after written scope agreement. JB Codex adapts one repeated job with a worked example and owner review.