The Write-Off Report details all write-offs on invoices. Write-offs are displayed per invoice and as in a summary for your entire firm. 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.
Each invoice entry provides information on the invoice number, client, AR 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.
The firm summary displays the charge type (fees/expenses), timekeeper/fee allocation recipient, original invoice total, write-off amount, and new invoice total after write-off.
There are basic and advance setting options to further define what is displayed on the report.
The Date range filter allows you to set a range based on the invoice AR date. Only invoices with write-offs with an AR date in that range will be displayed.
The Show detail layout option dictates whether the details for specific invoices are displayed. Show firm summary controls whether the firm summary is included on the report.
Advanced options provides settings to further drill down to return only information pertinent to your purposes.
Selecting items in the filter drop downs ensures that only items that meet those criteria are included in the report.
For instance: Selecting a specific matter will only display results and figures for that specific matter.
Filter options include matter type, responsible lawyer, fee credit lawyer, invoice number, matter, and client.
Note: Multiple items can be selected in the filter drop downs by holding Ctrl(windows) or Cmd(Mac) and clicking the desired items.
Additional layout options provide insight into the specific people, roles, accounts, and matters to which write-offs have been attributed.
Provides a summary of write-offs for each client.
Provides a summary of write-offs for each Matter.
Breaks down the credits and debits created by write-offs for each income account affected.
Fee credit lawyer summary
Creates a summary detailing write-offs for parties whose fee allocation is affected by write-offs.
Responsible lawyer summary
Displays a summary for each Responsible lawyer who is attributed to matters that have bills with written off amounts. It broken down by fees, expenses, and sales tax.
Matter type summary
Displays a summary for each type of matters with write-offs for associated invoices.
|Note: Summary items and figures adhere to filter settings.|
The output section provides options for how the report is produced.
On screen (HTML)
This option displays the report results on your current screen.
This option launches a print dialog from a PDF version of the report. To download as PDF, select Save as PDF in the Print > Destination dropdown on the print dialog screen.
|Note: Print dialog will vary based on your browser.|
This option downloads an xlsx, MS Excel, file to your computer. This is a great option to perform further calculations in a spreadsheet format.