Deltek Vantagepoint Help

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Writing Off Transactions

In Interactive Billing, you can change the status of labor, expense, or unit transactions to Write-off if you do not expect to collect payment for it at any time.

On the Labor, Expense, and Units tabs in Interactive Billing, any transactions with a Write-off status will not be included on an invoice. These transactions will be written off and removed from the transaction grid in Interactive Billing when you final accept the next invoice.

  • When you write off a transaction, you are electing not to bill it. The item still exists as posted for project control and other accounting purposes, but it is marked in the database as written off for billing purposes.
  • To write off an entire transaction without billing it, change its status to Write-off in the grid on the Labor, Expense, or Units tab in Interactive Billing.
  • To change the status of a group of transactions to Write-off, select the check box at the beginning of the row for the desired transactions, and click the Write-off action item in the grid. The status for each transaction is automatically changed to Write-off in the grid. When you select a group of transactions to be marked to be written off, you can select any combination of project, phase, and task.
  • To write off only a portion of a transaction, select the transaction in the grid, and click the Write-off action item in the grid. On the dialog box that displays, change the total amount in the amount fields to specify the amount of the transaction to write off. The transaction is then split, and you see a new transaction in the grid with a Write-off status that has the amount to write off in Interactive Billing. The original transaction with its original status displays in the grid with its amount reduced to reflect the written-off portion. This transaction is still available to bill.
  • If you want to change the billing status of many transactions, you may be able to do that more efficiently using the Update Billing Status utility in Utilities > Updates > Update Billing Status.
  • If you write off a transaction in error that you need to bill, you can insert a transaction for it in Interactive Billing using + Add Billing Labor, + Add Billing Expense, or + Add Billing Unit below the grids on the Labor, Expense, and Units tabs.