Clear WIP on a client invoice

Note that vendor invoice items that are pending approval are automatically placed on hold in Manage > Client Invoices. If either of the approval checkboxes is selected from Manage > Vendor Invoices, Ajera creates the corresponding WIP item in the Non-invoiced Time and Expense Entries window with a Hold status.When an invoice is fully approved in Vendor Invoice Approvals, the status of the corresponding WIP item in Manage > Client Invoices is updated to Billable in the Client Invoice List.

To clear WIP on a client invoice

1. From the > Manage menu, click Client Invoices.
2. Click the invoice(s) you want, and
   • Click Clear WIP OR
   • Right-click on an invoice and select Clear Invoice WIP

A message will pop up confirming you want to clear all WIP, which will set all adjustments and fee based transaction amounts to 0.00.

3. Click Yes.
4. Enter invoice date and accounting date.

Note:

The accounting date will overwrite the invoice date.

5. To save a PDF of a final invoice for record keeping , select the Save PDF Copy check box and the location.
6. Click OK.

Ajera sends the invoice to your printer and, if you selected, saves a PDF of your invoice.

7. Click Close.