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.
To access the report, go to Reports > Accounting (Matters) > Invoice Change/Write-offs – Journal.
- Matter Owner: Choose all matter owners or a specific matter owner.
- Area of Law: Choose from the list of Area of Law field previously selected in the Add/Edit Matter screen.
- Change/write off date: You can select either from the following: All Dates, Last Month, Last Year, This Month, and This Year or manually enter the date.
Client: Choose all clients or a specific one. You can choose to view active clients only. To include inactive clients, uncheck the box.
- 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.
Click View to preview the report or to download, select the preferred format (Excel/pdf) and click Download.
Learn more about generating reports.