Deltek Vantagepoint Help

Using the Help Search
Using the Help Search
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For more information:Searching Online Help

Write Off a Transaction in its Entirety

In Interactive Billing, you can write off entire labor, expense, and unit transactions that you do not expect to collect payment for at any time.

To write off an entire transaction:

  1. In the Navigation pane, select Billing > Interactive Billing.
  2. Complete the information on the Billing Session Options dialog box.
  3. On the Interactive Billing form, enter a complete or partial name or number in the Find project lookup field to find and select the project.
  4. Click the Labor, Expense, or Units tab, depending on the transaction type that you want to write off.
  5. In the transactions grid on the tab, set the Status option to Write-off for the transactions that you want to write off in their entirety.
    Alternatively, you can do any of the following in the transactions grid to write off transactions in their entirety:
    • Select the checkbox at the beginning of the row for multiple transactions and then click Write-off on the grid's actions bar. The status for all the selected transactions automatically changes to Write-off.
    • If you click the checkbox at the beginning of the row for only one transaction and then click Write-off on the grid's actions bar, this opens the Write-off dialog box, on which you can specify that a partial amount of the transaction be written off. However, if you leave the prefilled labor hours, expense amount, or unit quantities as is and not change them on this dialog box, when you click the Write-off button on the dialog box, the status of the transaction in its entirety is changed to Write-off in the transactions grid.
Transactions with a Write-off status are not included in the next invoice and are automatically removed from the transaction grid on a tab in Interactive Billing after the next invoice is final accepted.