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QUESTION: Entries are selected for write off (not written-off) and we cannot bring them into an invoice. Please advise why, prior to this version we could bill, transfer all entries selected for write off.
RESPONSE:
In version 2.0, we have introduced a new option - “Restore Write-off/Reverse Request” - within the WIP Dashboard to facilitate the reversal of entries selected to be written off by the user.
In version 2.0, the WIP write-off request is still visible in the WIP section of the invoice but it will not be possible to drag it down in the Billing section. The status of the entries selected to be written-off will have to be reversed first.
This process has been corrected to avoid situations where the WIP write-off requests were not written off fast enough and then billed or transferred before being written off… The decision to request for entries to be written off is independent from other processes. The request has to be processed first: whether to written-off or not (reversed).
For WIP write-off, there are 2 layers of permissions:
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Permission to write off time and disbursements (permission #104 and #114) in the Security section.
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WIP Write-off Limits in the member properties.
To be able to “reverse” WIP Write-off requests, users need to have permission #104 and #114. To limit the amount or the ability for a user to proceed with WIP write-off and create Write Off requests instead, use the WIP Write-off limits located within the member properties.
It is possible to limit the reversal of WIP write-off requests if those entries are dated in the prior month or prior year with permission #731, #732, #743, #744.
Also note that presently, if a user selects a WIP Write-off and select the “Restore Write-off/Reverse Request” option, the system will also restore the WIP write-off. This can also be limited if the user doesn’t have the Prior Month and Prior Year permission (#733, #734, #745, #746)