Writing off outstanding time or expenses charged to a client
Deactivation of clients is permitted only for those clients that have no outstanding WIP or accounts receivable. If a WIP detail report displays time or expense transactions that are not marked by a "B", these items will be carried over to the new year's file; thereby preventing you from making the client inactive. Therefore, it is necessary to create a final bill and mark all unbilled time and expenses as billed.
Transactions that are marked with a "B" are excluded from the new file after a year end close. Show me
Comments and suggestions about this article and our software are greatly appreciated. As a user of our products, you are in a unique position to provide ideas that have an impact on future releases of this and other products.
Before contacting Technical Support, please consult the online Help and any other documentation included with this package as your first source to solve the problem.
If you require additional assistance, you can contact CaseWare® Technical Support by contacting your nearest CaseWare distributor.
When you contact CaseWare® Technical Support, you should be at your computer and have your documentation at hand. Be prepared to provide the following information:
- Your Client Number.
- The product version number, found by clicking the Help menu and selecting About.
- The type of computer hardware you are using.
- The software version number of MS-Windows.
- The exact wording of any messages that appear on your screen.
- A description of what happened and what you were doing when the problem occurred.
- A description of how you tried to solve the problem.
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Phone: 416-867-9504
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