Writing Off Matters

You can write off all unpaid balances for a matter. All unpaid fees, costs, late charges and taxes, either billed or unbilled can be written off. Only write off a matter when there is no further work to be performed by the firm for the matter.

Any amount written off for the matter using a complete matter write off will appear in the Write Off report.

Writing off a matter can delete all unbilled time and affect your productivity reports. Print and post a final bill before performing this procedure.

NOTE: For partial write-offs, use adjustments.

1. Select Matters > Complete Matter Writeoff. The Write Off window appears.
   
   

2. Complete the settings on the window as follows:

   1. Write Off Date: The date the write off will be posted to the matter billing activity ledger. NOTE: If you are on an accrual based accounting system; you will also have to enter a posting date. This is the date the entry will be posted to the general ledger.

   2. Matter: Select the matter to write off.

   3. Delete Unbilled Time Tickets: Check if you want to delete all unbilled time tickets in the system for the matter. When unchecked, all unbilled time tickets for the matter will be left in Abacus Accounting for possible future billing.

3. Click Write Off.