• 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

Specifying the amount you would like to carry forward

The write-up or down amount is adjusted automatically based on the carry forward amount. The amount carried forward can be included in whole or in part on another invoice in the current or a future period.

1. In the Billings from WIP dialog create a final invoice or locate an existing one.
2. Mark applicable time and expenses to be billed. The write-up or down amount is calculated automatically.
3. Assign the ID of the Staff member to whom you want to allocate the carried forward amount.
4. Enter the desired carry forward amount. Notice that a transaction with the type "Y" is created in the transaction detail.
5. As long as the amount is not marked as billed, click the Edit Memo button to enter an explanation for the carry forward. This explanation will appear as a memo on automatic reports.

Notes

• Carry forward items cannot be marked (billed) as part of the invoice in which they were created.
• Once the carry forward amount is marked as part of an invoice, it is treated in the same manner as a time transaction. This means that a portion of the amount can be written up or down.
• It is most commonly used when the user cannot bill the client for as much time as entered. The invoice amount is less than time entered and a write-down is required.