Acumin Documentation

Modification limit requirement in member properties needed to write off unbilled time or unbilled disbursements (WIP)

QUESTION: I am working on file maintenance and have discovered that I can not write off outstanding WIP.  I am the comptroller, I am set up under accounting and have full access in my permissions.  Can you tell me what I am missing or how to fix?


RESPONSE: In addition to the security, to complete WIP write-offs you will want to change the limit from 0.00 to -1 (unlimited) in the member properties, modification limits tab of your properties form.

This tab includes the option to limit WIP write-offs. This limitation is often granted to non-accounting users to encourage matter clean up when billing is no longer possible as the file is being prepared to be closed. In this case, the assistant is able to write-off time and or disbursement to a maximum of 'x' cumulative write-off values for time and disbursements which considers write-offs completed by others on the same matter.

RELATED DOCUMENT:

Member - Modifications Limits to Secure Based on Values - Use Case and Changes