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QUESTION: When an assistant marks a particular entry for write-off within the Electronic WIP list, it seems to be marking all items in that list for write off. Is the use-case for that “mark for write off” that you are writing off all WIP on that matter? If we want to write off one particular WIP line item, should we be going to the WIP tab on the Client Matter Dashboard and use the writeoff function from there?
RESPONSE: When a user identifies a matter listed for on the Electronic WIP list to be written-off, it will flag all unbilled entries for the matter as WO requests. This supports most often use case, which is the write-off of entries that cannot be written down to zero during the invoice process as the matter’s last invoice was issued.
To write-off a specific WIP entry, the user can include it in the invoice and write-it down to zero (recommended process) or to treat it as an unbilled entry write-off, once they highlight the matter record on the Electronic WIP list, they can select “View WIP Details” to rech unbilled entry results in the same way as if thy did it from the client and matter dashboard, to proceed to write-off a specific entry. In this case the matter listed on the Electronic WIP list can still be set to “To Bill”.