Invoice Write-Off Report

In this article:

• Brief Description 
• Use Cases 
• Finding and Using the Report  
• Available Filters 
• Report Output 

Brief Description 

The Invoice Write-Off Report details all write-offs on invoices. Write-offs are displayed per invoice and as in a summary for your entire firm.  

Use Cases 

This is the ideal report for gleaning how much has been written off by matter, matter type, responsible lawyer, fee credit lawyer, invoice, client, or even your entire firm. 

Finding and Using the Report  

• In Actionstep, go to Reports > Billing > General. 

Then, refer to these articles for help generating and saving reports for future use:

• Reporting Overview
• Generating a Report
• Saving a Report Configuration

Available Filters 

Basic Tab 

• Date range: Set a date range based on the write-off date. 
• Currency code: Select the currency you wish to see the results for. (Only displayed if you have multi-currency enabled.) 
• Show Detail: Toggle this option to on to see the details of each write-off 
• Show firm summary: Toggle this option to on to see a total summary of the firms write- offs 

Advanced Tab 

• Matter type: Select the matter types you want included in the report. 
• Responsible lawyers: Select the responsible lawyers you want included in the report. 
• Fee earner: Select the fee earners you want included in the report. 
• Invoice number: Select the fee earners you want included in the report. 
• Matter: Select the matters you want included in the report. 
• Client: Select the clients you want included in the report. 
• Show Client summary: Toggle this option to on to include a summary of write-offs for each client. 
• Show Matter Summary: Toggle this option to on to include a summary of write-offs for each matter. 
• Show GL Summary: Toggle this option to on to include a breakdown of the credits and debits created by write-offs for each income account affected. 
• Show fee earner summary: Toggle this option to on to include details about write-offs for parties whose fee allocation is affected by write-offs, usually the time keepers themselves. 
• Show Responsible lawyer summary: Toggle this option to on to include a summary for each responsible lawyer who is attributed to matters with bills with written-off amounts. This table is broken down by fees, expenses, and sales tax. 
• Show Matter type summary: Toggle this option to on to include a summary for each type of matter with write-offs for associated invoices. 

Report Output 

If you selected to Show detail in the report, each invoice entry provides information on the invoice number, client, invoice date, matter, matter type, type of charge (fee/expense), timekeeper/fee allocation recipient, original invoice total, write-off amount, new invoice total after write-off, and the account containing the amount that was written off.  

If you selected to Show firm summary, the report displays the charge type (fees/expenses), timekeeper/fee allocation recipient, original invoice total, write-off amount, and new invoice total after the write-off.