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QUESTION: There was a request to write off an amount for a specific fixed fee invoice. The associate was very clear that only his time should be impacted, so he was the only member selected in the AR Write-off. However, when we ran the AR Write-off report by timekeeper, the amount appeared prorated between the associate and the partner.
Why does the allocation in the AR Write-off report differ from the member selected in the AR Write-off screen?
RESPONSE:
In the AR Write-off screen, selecting member checkboxes does not determine how the write-off amount is allocated. Instead, checking a member's box simply defines the maximum fee value that can be written off—based on that member’s invoiced contribution. It does not control how the write-off amount is ultimately allocated.
By default, the system allocates the write-off amount according to the final fee allocation from the original invoice. This means:
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If the original invoice allocated fees proportionally among members, then any write-off amount—regardless of who was selected in the AR Write-off screen—will also be allocated proportionally unless manually adjusted.
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If fees were manually allocated entirely to one member in the original invoice (e.g., to the associate), then the system will allocate the write-off amount to that member only—even if other members had to be selected in the AR Write-off screen in order to reach the correct write-off amount.
If you need to override this default behavior and allocate the write-off amont to only one individual, you must manually reallocate it using the manual allocation function in the Cash/WO Allocation screen.