| Write Off Information | 
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 How to Access
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The Write Off Information window allows you to view detailed information about a write off. This window can be accessed from the Write Offs list. The window consists of two main areas: a Write Off Summary and a Write Off Detail.
| Write Off Summary | At the top of the window, the Write Off Summary section displays information about the client, matter, and write off shown. The following information is included: | |
| Client Name Client ID | Work Description |
Displays the Client Name, Client ID, and Work Description of the client for the current write off. If the Client Name is blank, the Contact ID for the client contact will be shown instead. | |
| Write Off Date Write Off Amount |
Displays the Write Off Date and Amount of the write off. | |
| Statement Date Statement # |
Displays the Statement Date and Statement # for the statement, if a single statement was written off. If multiple statements were written off, this section is not included. Click on the Statement Date or Statement # to open its corresponding record in the Statement Information window. | |
| Fees Expenses Advances Tax Finance Charge Other |
Displays the total for each write off type. Write off totals for Fees, Expenses, and Advances are always shown. The Tax group is shown when a tax amount was billed but no finance charge was billed. The Finance Charge group is shown when finance charge was billed but no tax amount was billed. The Other group is shown if both tax and finance charge was billed, and includes a total of all write offs for both types. A breakdown of these totals is included in the Write Off Detail section. |
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| Tcode Description |
Displays the Transaction Code and Description of the description only transaction, if one was created for the write off. If no description only transaction was created, this section is not included. Click on the Tcode or Description to open its corresponding record in the Fee Entry window. | |
Clicking the Print (
) icon will open the standard Windows Print dialog box to print the current Accounts Receivable list.
Clicking the Copy to Clipboard (
) will copy the contents of the table to the Windows clipboard. When using Copy to Clipboard, the table retains some formatting for pasting into other programs.
| Write Off Detail | The Write Off Detail section displays a detailed breakdown of the write off shown. Click on the row to open its corresponding record in the Statement Information window. The following information is included: | |
| Applied To | Each timekeeper, cost type, tax amount, and/or finance charge that was written off is shown | |
| Statement Date Statement # |
Displays the Statement Date and Statement # for each statement, if multiple statements were written off. If only a single statement was written off, this section is not included. Each statement will be shown on a separate line, with a subtotal for each Type grouping. | |
| Billed | Displays the original amount billed. | |
| Write Off Amount | Displays the amount of the write off. | |
The User who performed the write off and the Date the write off was performed is shown at the bottom of the window.
The Write Off Information window also includes a Take Action pane on the right side of the window.
| See also: | Tabs3 Billing Matter Manager |
| Reverse Write Off | |
| Notes About Writing Off Clients |
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