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Transactions Display on the Report

If there are any transactions on the report, deletion or deactivation of the client is not possible. You must ensure that all transactions are marked "B". Transactions that are marked "B" in the Billed column are excluded from the new file during a year end close. In addition, you can mark a client as inactive only if all transactions associated with the client are marked "B".

Yes. All transactions are marked with a "B" in the Billed column.

Proceed to "Step 2: Relieve outstanding accounts receivable information".

No! Those that have no "B" are outstanding.

Write off any outstanding time or expenses.