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Invoice Change/Write-offs – Journal

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.

Report Filters 

  • 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.
Note

  • 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.

View/Download

Click View to preview the report or to download, select the preferred format (Excel/pdf) and click Download.

Learn more about generating reports.

Sample Report

Updated on November 19, 2021

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