Acquire
  1. Home
  2. Reports
  3. Billing Reports
  4. Invoice Change/Write-offs – Journal

Invoice Change/Write-offs – Journal

Introduction

The Invoice Change/Write-offs Journal shows a breakdown of all changes and write-offs applied to invoices generated during a particular period of time.

Topics

  • How to Access Report
  • Report Details

How to Access Report

  • Step 1: Go to Reports
  • Step 2: Click on the Billing Section
  • Step 3: Click Invoice Change/Write-offs – Journal

Matter Owner: Choose all matter owners or a specific matter owner

Change/write off date: you can select either from following All Dates, Last Month, Last Year, This Month, and This Year or manually enter date

Client-Matter Name: Check the box to view all client matters. To choose a specific matter, uncheck all client matters and type in the matter name. Check the box to view active matters only. Uncheck the box to view inactive matters.

image1


Report Details

  • Step 1: Select report parameters
  • Step 2: To view/refresh report on screen, click View
  • Step 3: To download report, select your download Option, Excel or PDF, and click Download

Important Notes:

  • Selection dates are used to find Write-offs issued in that date range so firm can confirm amount in write-offs applied during a given time period.
  • Write-off total may not match with Invoice Journal Write-offs unless the ‘All Dates’ options are chosen.
  • The ‘Other’ Column: Includes Late Fees and Finance Charges
  • The Soft Cost column: Includes soft cost expenses and overhead charges

image2

Updated on July 8, 2019

Was this article helpful?

Related Articles

Contact Our Support Team
Can’t find the answer you’re looking for? Don’t worry we’re here to help!
Submit a Ticket
X
X