• Overview
• Interim invoices
• Creating final invoices with items manually billed
• Creating final bills with all WIP items automatically billed
• Creating final invoices with the total calculated automatically
• Writing off time and expenses
• How to...
• Manual Adjustment of Write-offs
• Example: Manually adjusting write-offs
• Carry Forward in WIP
• Specifying the amount you would like to carry forward
• WIP Balance Limit

Carrying Forward write-up/write-down amounts in the work in process

In the past, when creating final invoices, you marked the time and expense transactions associated with the invoice. The difference between the total transactions selected and the invoice amount was reflected as a write-up or down adjustment. In Time, it is possible to set up or "carry forward" a portion of the adjustment to a subsequent period for possible future billing. Any amount carried forward will adjust the write-up or down calculation automatically. The carried forward amount must be assigned to a specific staff member. By default, the manager responsible for the client is assigned but this can be changed.

Carry forward transactions are included in all work in process documents. On detailed reports each carry forward amount appears on a separate line. On summary reports, carry forward amounts are subtotaled and displayed in a Carry Forward column.

• Specifying the amount you would like to carry forward
• Overriding budget totals from the subproject dialog: