How to Write Down / Write Off all the Unbilled Fees/ Expenses/ Client Advances 0 “to Zero”

To Write Up or Write Down a single Transaction or a group of Transactions this should be performed in Bill Prep.

1. On the Bill Preparation screen, select/ highlight one or more Transactions to Write Up or Write Down.

2. From the button bar, click "Action" > "Write Up/Down" > Enter your Adjustments and if you do not need the Transaction to show on the Invoice > Checkmark "Off" for Off Invoice:

The Bill Preparation program should not be used to adjust Accounts Receivable balances. If Accounts Receivable adjustments are required, they should be made through the Accounts Receivable Manager

For example, if the Responsible Attorney instructs you to Write Off the entire Account and the Client-Matter has Unbilled Transactions as well as an Accounts Receivable balance, you must perform the following functions:

1. Write Down to Zero all the Unbilled Fees/ Expenses/ Client Advances. 
2. Use the AR Entry program to enter a Write Off (WO) and Apply it against the outstanding Invoices to reduce the Accounts Receivable balance to Zero.

NOTE: Editing a Fee Transaction, in Time Manager is not the proper manner in which to Write Up or Write Down Time. This should be done from within the Billing Preparation Program. Original Time should only be changed if a mistake was made entering the Time. Deleting a Fee Transaction, in Time Manager is not the proper manner in which to Write Down Time to Zero, either!