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Cancelling a Deduction Plan

How to stop a plan permanently and write off the remaining balance

Cancelling a plan stops it for good. No more instalments are taken and anything still outstanding is written off, so it can't be recovered through that plan. The plan and its history stay on record, so you can always see what was recovered and what was written off.


Cancelling a Plan

  1. Open the plan from the Deduction plans screen by selecting View.

  2. Select Cancel plan button

  3. Confirm the cancellation.

    • The plan's status changes to Cancelled.

    • Any deductions from this plan that are waiting on upcoming timesheets are removed.

The cancellation is recorded in the plan's Audit log, with the amount written off, when it was cancelled and who cancelled it.


Use Case

Super Users and payroll who decide not to recover the rest of a balance if someone leaves the business or not in a position to pay.


💡 Tips

  • Cancelling can't be undone. If you only need to stop deductions for a while, pause the plan instead.

  • To recover the balance rather than write it off, use a lump-sum settlement.

  • Plans can't be deleted. Cancelled plans stay on the Deduction plans screen so you have a full record.

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