This article outlines how to write-off a single or batch time entry.
Writing off a single Time Entry
To write off a time entry:
- Click on Clients & Matters feature and select client.
- Click on Time and Fees tab and select time entry to write-off.
- Right click > click on Write-off.
- System will will prompt the user to write-off the selected transaction > Click on Yes.
- Select or enter the date of write-off.
- Enter the memo field (reason for write-off).
- System will show the message Time entry has been written-off successfully.
Writing-off a Batch of Time Entries
To write off batch time entries:
1. Go to Clients & Matters > New Transaction > Batch Write Offs / Transfers or Transactions > Batch Write Offs / Transfers.
Clients & Matters > New Transaction > Batch Write Offs / Transfers
Transfers or Transactions > Batch Write Offs / Transfers
2. Add date
3. Select client
4. Add memo
5. Go to the Time Fees tab and all unbilled time/fees will display.
6. Select entries that are to be written-off.
7. Click on Write-off or Close to cancel.
Repeat the above steps to write-off for another client.
The client Time and Fees ledger will now display time & fee entries with a Status of Written-off.
Note:
- If a time/fee entry was posted in a previous financial year a message below will display requiring a password. This will affect the previous financial year balance and is not recommended and we advise speaking with the accountant before proceeding.
Tips:
- Billed or pre billed time entries cannot be written-off. Only unbilled time entries can be written-off.
- To reverse a write-off right click on the Write-off and select reverse.
- Write-offs and reversals of a write-offs can both be completed through the Find feature.