Actionstep have upgraded their billing with our enhanced billing mode. If you system has not yet moved to Enhanced Billing mode then the information on this page will be useful. If you have however, please go to Write-offs to learn more.
At times it may be required to write off WIP sitting for a client. You have a number of choices.
Each of these choices will have a different impact on your time billing reports - so you may want to think about the best fit for your company.
Edit each of the Billable items to make them non-billable
It is possible to edit each line outstanding and change the rate to a non-billable one. You can then confirm all this non-billable time and it will go away.
for instruction on how to edit the time prior to billing please see the relevant section in the Batch Billing Matters section of the user guide.
This could be a time consuming exercise depending on the duration of the matter.
Invoice the time and override the value to $0.00
This is the fastest way to deal with a large amount of WIP for Billing.
Bill the matter and then change the heading values to $0.00. See the section on Rounding and Adjustments which will show you how to do this.
An invoice with a $0.00 value can be closed by using the Multi select option (check box) at the side of the invoice in the list (Accounting > Sales > Invoice).
Click image to enlarge
Note: This option is not available for Xero users (Xero requires an invoice value in order to process the invoice)
Invoice the time and Credit the Invoice
Using this method will not update the Fee Recovery report to show that the value was written off, it would not be the recommended option.