• Considerations when making staff members inactive
  • Transactions Display on the Report
  • Writing off outstanding time or expenses
  • How to write off outstanding time or expenses
  • Deactivating a Staff member

Writing off outstanding time or expenses of staff

Deactivation of staff is permitted only for those staff members who:

• Are not entered in any client record as the "Partner", "Manager", "in charge" person or "team leader". If you want to make the record inactive, you must first remove the staff member's initials from those fields in each client record. Use the Client Monitor report to do this quickly.

AND

• Whose time entries and outstanding work in process (WIP) transactions are dated on or before the deactivation date (which usually means you can use any date up to the end of the current active period). They can be made inactive even if time and expenses for previous periods have not been billed.
  

Future-dated unbilled transactions may be dealt with in one of two ways.

• Delete them; or
• Change the future dates of the unbilled items to dates in the current period. Use the Work in Process Monitor report to do this quickly.

Transactions that are marked with a "B" are excluded from the new file after a year end close. Show me