This article outlines how to write-off a single or batch time entry within Unity® Accounting

Writing off a single Time Entry 

Steps

1. Click on Clients & Matters

2. Select Client/Matter time is to be written off on

3. Click on  the Time and Fees tab

4. Select the Time Entry to write-off

5. Right click or click on 

6. Select Write-off

7. A message will appear to confirm the write-off the selected transaction, if correct, click Yes

8. Write Off Date - Select or enter the date of write-off

9. Memo - Enter the reason for write-off

10. Click on Write Off to complete the transaction

11. A message will appear confirm the Time Entry has been written-off successfully, click on OK

The Status of the Time Entry will be updated as shown above.

Writing-off a Batch of  Time Entries

Steps

1. Click on Transactions
2. Select Batch Write-Offs / Transfers
3. Transaction Type - Select Write-Off
4. Date - Enter or select the date for this Write-Off
5. Client - Enter or select the Client/Matter affected
6. Memo - Enter a reason for this Write-Off
7. Select - the Time/Fee entries to Write-Off
8. Click on Write Off Time & Fees or Close to not proceed

Alternatively, from the Clients & Matters module, select New Transactions > Batch Write-Offs / Transfers.

The advantage to using the Clients & Matters module for the Batch Write-Off of Time Entries, is the Client is field is populated with the Client/Matter selected.

Tips

• Billed or pre billed time entries cannot be written-off. Only unbilled time entries can be written-off.
• To reverse a write-off, right click on the Write-off and select Reverse.
• Write-offs and reversals of a write-offs can both be completed through the Find feature.