Write off unbilled time entries/WIP entries

Learn how to write off unbilled time entries (also referred to as Work-in-progress (WIP) entries).

Table of Contents

• Getting Started
• Write off WIP entries

Getting Started

You may wish to write off WIP entries in order to remove them from your Unbilled Time and Disbursements reports, or to close a matter with outstanding WIP. 

In triConvey, the easiest way to write off WIP entries in a matter is to allocate them to a zero-dollar invoice and then finalise the invoice.

Write off WIP entries

1.    From the triConvey Companion Site Web App, open the matter.

2.    Select Invoices.

3.    Select Create Invoice.

Tip:  A draft invoice will be created.

4.    In the Summary Text box, below Time & Fees, enter a note that the invoice is for writing off WIP.

5.    From the list of Time & Fees entries, tick the entries you wish to write off and then tick the W/O box for those entries.

Tip:  Written off entries are denoted with a strikethrough on the amount.

6.    As this draft invoice only contains written off entries, the Balance Due should be $0.00.

7.    Finalise the invoice by selecting Final.

8.    Leave the Send options unchecked and select Finalise Draft.

9.    A confirmation message will appear, to double-check that this invoice has a $0 balance and that the invoice cannot be reversed (as there is no amount to reverse). 

10.    Select Finalise.