Tip: You may want to print a Detail Work-In-Process Report for the client before performing the write-up/write-down.

   To write-up or write-down a single matter for a client

  1. In the Quick Launch, search for and select “Write-Up/Write-Down Fees & Costs.” Specify which client matter you want to write-up or write-down.
        ...or...
    In the Quick Launch, search for and select “Pre-Bill Tracking.” Click the date hyperlink in the Pre-bill column for a single-matter statement to display the Pre-Bill Information window, and click the Write-Up/Write-Down action.
  2. In the Transaction Type section, specify whether you want to adjust fees or costs. If you want to adjust both, you'll need to run this program twice.
  3. In the Transaction Selection section, specify the ranges that indicate exactly which transactions you want adjusted.
  4. Click Calculate Client Total. The total amount of work-in-process for the matter will be displayed in the Amount Adjustment Type section. When writing up or down fees, the total number of hours for the matter will also be displayed in the Hours Adjustment Type section. If the amounts displayed are correct, proceed.
  5. Select Percentage if you want the work-in-process amount or hours adjusted by a percentage. Otherwise, select Amount or Hours if you want the work-in-process adjusted to a specific amount or number of hours.
     
    • If you select Percentage, enter the percentage you want written up. Enter the percentage with a minus sign if you want the amount written down by the specified percentage. The New Total will be shown below the percentage.
    • If you select Amount, enter the exact amount you want the fees or costs to add up to after the write-up/write-down.
    • If you select Hours, enter the exact number of hours you want the fees to add up to after the write-up/write-down.
  6. After entering the desired percentage or New Total, click OK. You will be asked to confirm that you want to execute the write-up/write-down. Click Yes to continue.
  7. The work-in-process amounts and/or hours to bill will be adjusted. A message will be displayed indicating the task is complete. Click OK to continue.
  8. Click Cancel to close the Write-Up/Write-Down Fees and Costs window. If a write-up or write-down has been performed, the Write-Up/Write-Down Verification List window will be displayed allowing you to print a list of the changes.

   To write-up or write-down all matters for a client

  1. In the Quick Launch, search for and select “Write-Up/Write-Down Fees & Costs.” Specify any client matter for the client you want to write-up or write-down, and select the Include All Matters for this Client option.
        ...or...
    In the Quick Launch, search for and select “Pre-Bill Tracking.” Click the date hyperlink in the Pre-bill column of a combined statement to display the Pre-Bill Information window, and click the Write-Up/Write-Down action.
  2. In the Transaction Type section, specify whether you want to adjust fees or costs. If you want to adjust both, you'll need to run this program twice.
  3. In the Transaction Selection section, specify the ranges that indicate exactly which transactions you want adjusted.
  4. Click Calculate Client Total. The total amount of work-in-process for the client will be displayed in the Amount Adjustment Type section. When writing up or down fees, the total number of hours for the client will also be displayed in the Hours Adjustment Type section. If the amounts displayed are correct, proceed.
  5. Select Percentage if you want the work-in-process amount or hours adjusted by a percentage. Otherwise, select Amount or Hours if you want the work-in-process adjusted to a specific amount or number of hours.
     
    • If you select Percentage, enter the percentage you want written up. Enter the percentage with a minus sign if you want the amount written down by the specified percentage. The New Total will be shown below the percentage.
    • If you select Amount, enter the exact amount you want the fees or costs to add up to after the write-up/write-down.
    • If you select Hours, enter the exact number of hours you want the fees to add up to after the write-up/write-down.
  6. After entering the desired percentage or New Total, click OK. You will be asked to confirm that you want to execute the write-up/write-down. Click Yes to continue.
  7. The work-in-process amounts and/or hours to bill will be adjusted. A message will be displayed indicating the task is complete. Click OK to continue.
  8. Click Cancel to close the Write-Up/Write-Down Fees and Costs window. If a write-up or write-down has been performed, the Write-Up/Write-Down Verification List window will be displayed allowing you to print a list of the changes. (Note that the verification list will only show the total adjustment for the entire client, rather than individual entries for each matter. To see each adjustment, run the Write-Up/Write-Down Report.)