The Write Offs list window includes special column layouts for write off information.

(default) Column Layout

The “(default)” column layout includes columns for all fields.

Standard Column Layout

The following columns are included with the “Standard” column layout:

Client ID This column displays the Client ID for the client whose write off is shown on the row. Click on Client ID hyperlink to open the associated matter in the Tabs3 Billing Matter Manager.
Client Name

This column displays the Client Name for the client.

Note: The Client Name column is a virtual field and cannot be used for sorting.
Work Description

This column displays the Work Description for the client.

Note: The Work Description column is a virtual field and cannot be used for sorting.
Write Off Date This column displays the Date of the write off.
Tcode

This column displays the transaction code of the linked Adjustment Description (Type 4) transaction created during the write off, followed by a hyphen, followed by the alpha code, followed by the default tcode description (e.g., “17 - WO Write off per”).

Note: The Tcode column is a virtual field and cannot be used for sorting.
Write Off Amount This column displays the total amount of the write off. If the write off has been reversed, this column displays “0.00”.
Description

This column displays the Description of the linked Adjustment Description (Type 4) transaction created during the write off. If no linked transaction was created, or it has been deleted, this column displays “Write Off”.

Note: The Description column is a virtual field and cannot be used for sorting.

Additional Columns

The following additional columns can optionally be included in Write Offs column layouts:

Primary Tkpr #

This column displays the Primary Timekeeper for the client whose write off is shown on the row.

Note: The Primary Tkpr # column is a virtual field and cannot be used for sorting.
Primary Timekeeper

This column displays the timekeeper number for the Primary Timekeeper for the client, followed by a hyphen, followed by the Tkpr initials (e.g., “1 - MLJ”).

Note: The Primary Timekeeper column is a virtual field and cannot be used for sorting.
Secondary Tkpr #

This column displays the Secondary Timekeeper for the client.

Note: The Secondary Tkpr # column is a virtual field and cannot be used for sorting.
Secondary Timekeeper

This column displays the timekeeper number for the Secondary Timekeeper for the client, followed by a hyphen, followed by the Tkpr initials (e.g., “1 - MLJ”).

Note: The Secondary Timekeeper column is a virtual field and cannot be used for sorting.
Originating Tkpr #

This column displays the Originating Timekeeper for the client.

Note: The Originating Tkpr # column is a virtual field and cannot be used for sorting.
Originating Timekeeper

This column displays the timekeeper number for the Originating Timekeeper for the client, followed by a hyphen, followed by the Tkpr initials (e.g., “1 - MLJ”).

Note: The Originating Timekeeper column is a virtual field and cannot be used for sorting.
Misc Description 1

This column displays the Miscellaneous 1 field for the client.

Note: The Misc Description 1 column is a virtual field and cannot be used for sorting.
Misc Description 2

This column displays the Miscellaneous 2 field for the client.

Note: The Misc Description 2 column is a virtual field and cannot be used for sorting.
Misc Description 3

This column displays the Miscellaneous 3 field for the client.

Note: The Misc Description 3 column is a virtual field and cannot be used for sorting.
Ref # This column displays the Reference Number of the write off.
Fee Amount This column displays the fee portion of the amount of the write off.
Exp Amount This column displays the expense cost portion of the amount of the write off.
Adv Amount This column displays the advance cost portion of the amount of the write off.
Fee Tax Amount This column displays the fee tax portion of the amount of the write off.
Exp Tax Amount This column displays the expense tax portion of the amount of the write off.
Adv Tax Amount This column displays the advance tax portion of the amount of the write off.
Fin Chg Amount This column displays the finance charge portion of the amount of the write off.
Reversed Sw This column displays “Y” if the write off has been reversed, or “N” if the write off has not been reversed.
Tcode #

This column displays the transaction code of the linked Adjustment Description (Type 4) transaction created during the write off. If no linked transaction was created, or it has been deleted, this column is blank.

Note: The Tcode # column is a virtual field and cannot be used for sorting.

Note: If the write off has been reversed, the Write Off Amount column will display “0.00;” however, the Fee Amount, Exp Amount, Adv Amount, Fee Tax Amount, Exp Tax Amount, Adv Tax Amount, and/or Fin Chg Amount columns will display the original amount(s) of the write off. The Reversed Sw field can be used to filter reversed write offs.

Note: The "Client" terminology used in "Client ID” and “Client Name," and the “Timekeeper” terminology used in “Primary Tkpr #,” “Primary Timekeeper,” “Secondary Tkpr #,” “Secondary Timekeeper,” “Originating Tkpr #,” and “Originating Timekeeper” can be changed in Customization. This terminology is used on all menus, windows, and reports. However, the labels "Client" and “Timekeeper” are used in all documentation.

Note: The columns available in the Write Offs list include a subset of the fields in the Client Ledger file. Only records with a RECORD_TYPE of “W” are shown.