Write Off a Transaction

You can write off labor, expense, or unit transactions.

To write off a transaction, complete the following steps:

1. From the Vision Navigation menu, click Billing > Interactive Billing.
2. On the Interactive Billing form, open the project.  
3. Click the Labor, Expenses, or Units tab. Vision displays all outstanding transactions posted to the project, phase, or task.
4. 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.