Did you know that you can reverse write offs? The Reverse Write Off feature allows you to reverse a write off that was created via Write Off Client. The information for the write off will be backed out, returning the client ledger, accounts receivable, receipt allocation, and productivity to their original values.
To reverse a write off
- In the Quick Launch, search for and select “Reverse Write Off.”
- Select the Client ID.
- In the Reference Number field, select the write off you want to reverse.
- Click OK.
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
- In the Quick Launch, search for and select “Matter Manager.”
- Select the client’s matter.
- In the List Content section, click Write Offs.
- Select the write off you want to view.
Being able to easily enter and track write offs is essential. With Tabs3 Billing, you can quickly enter write offs and apply them to a matter’s accounts receivable with just a few clicks!
In the Working with Write Offs video, see how easy it is to write off all or a portion of a client’s accounts receivable from the Statement Manager. When it comes to tracking Write Offs, use the convenient Write Off tab in the Matter Manager or use the Write Off Report to access detailed information about multiple write offs at the same time.
Watch this three-minute video here:
Training Videos can be accessed at Tabs3.com/videos. You can also access the videos in the Quick Launch by searching for and selecting “Training Videos.”
Did you know that you can easily see a list of write offs for any client, as well as how each write off is applied?
Beginning with Version 2021, you can access write off information via the Tabs3 Billing Matter Manager. When selecting a write off, you can see the date and amount of the write off, statement information, how it was applied, and more.
To access write off information via Tabs3 Billing Matter Manager
- Open Matter Manager from the Quick Launch.
- Select the desired Client.
- Click the Write Offs list.
- Click the write off for which you want more information.
Did you know that you can write off all or a portion of a client’s accounts receivable balance? When a write off is performed using the Write Off Client program, a special write off record is created and stored in the client ledger file for audit trail purposes and adjustments are made to receipt allocation records. Write offs can also be shown on the next statement (provided a description-only transaction is entered when the write off is 
performed).
The Write Off Client program is used to write off all or a portion of a client’s accounts receivable balance. If you select to write off an individual statement, you have the option of writing off the entire statement or selecting which portion of the statement you want to write off. You also have the option of writing off the balance for all timekeepers or a specific timekeeper for all statements or an individual statement.
To perform a write off
- From the Maintenance menu, point to Client Related and select Write Off Client.
- Enter the Client ID.
- Select the desired options.
- Click OK.
- Click Yes to continue. You will be prompted to enter a description-only transaction to indicate why the write off occurred.
- If you want a transaction to be saved to the Fee file, enter a Description and click OK.
- If you do not want a transaction saved to the Fee file, click Cancel.
Additionally, you have the option of reversing a write off if you find the write off was in error, or you want to change the way the write off was performed.
To reverse a write off
- From the Maintenance menu, point to Client Related and select Reverse Write Off.
- Select the Client ID.
- Select the Reference Number of the write off you want to reverse.
- Click OK.
From time to time, you may need to reduce a client’s outstanding balance, but how can this be accomplished? The Tabs3 Billing Write Off Clients training video walks you through the process of writing off all or part of a client’s balance.
View this three-minute video here:
Training Videos can be accessed 24 hours a day, 7 days a week, at Tabs3.com/videos. You can also access Training Videos while in the software by selecting Help | Documentation and then clicking the See also link for Tabs3 and PracticeMaster Training Videos.
