Billing Q&A: Detailed Write Off Information

April 2023    Tags: ,

We wrote off an amount for a client that contained fees, costs, and tax amounts. How can we see how the write off applied?

You can view detailed information on a write off via the Tabs3 Billing Matter Manager. This allows you to see the original billed amount as well as the fees, expenses, and/or advances written off. Each timekeeper, cost type, tax amount, and/or finance charge that was written off is also shown, along with statement information.

To view detailed write off information

  1. In the Quick Launch, search for and select “Matter Manager.”
  2. Select the client’s matter.
  3. In the List Content section, click Write Offs.
  4. Select the write off you want to view.
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