Write Off a Transaction
You can write off labor, expense, or unit transactions.
To write off a transaction, complete the following steps:
- From the Vision Navigation menu, click .
- On the Interactive Billing form, open the project.
- Click the Labor, Expenses, or Units tab. Vision displays all outstanding transactions posted to the project, phase, or task.
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Select the appropriate action:
- To write off one or more transactions, select the transaction line(s) and set the Status field to Write-off.
- To write off a portion of a transaction, click the box next to the transaction line, click Write-off on the grid, make entries on the Write-off dialog box, and click OK. For example, on the Billing Labor Write-off dialog box, you can enter the hours to write off.