Deltek Vantagepoint Help

Using the Help Search
Using the Help Search
  • Phrase:Returns all topics that contain the exact phrase in the search criteria. Use quotation marks around the phrase.
    Ex."system administration"
  • And:Returns all topics that contain all the words in the search criteria, in any combination. Insert a plus sign between all words in the search criteria.
    Ex.system + administration
  • Or:Returns all topics with any combination of words in the search criteria. This is the default.
    Ex.system administration
For more information:Searching Online Help

Write Off a Portion of a Transaction

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

To write off a portion of a labor, expense, or unit transaction:

  1. In the Navigation pane, select Billing > Interactive Billing.
  2. Complete the information in the Billing Session Options dialog box.
  3. On the Interactive Billing form, open the project.  
  4. Click the Labor, Expense, or Units tab, depending on the transaction type to write off.
  5. In the transaction grid, select the check box at the beginning of the row for the transaction that has a portion to write off.
  6. In the grid action bar, click Write-off.
  7. On the write-off dialog box, enter the labor hours, expense amount, or unit quantity that you want to write off.
    The transaction's original labor hours, expense amounts, or unit quantities prefill in the fields on the dialog box. Change the entry in those fields to reflect the portion of the transaction that you want to write off.
  8. Click the Write-off button.
    You are returned to the transaction grid on the tab on the Interactive Billing form. The transaction has been split in two. A new transaction has been added with a Write-off status and shows the hours, amount, orunits to write off and not be included on any invoice. The original transaction with its original status remains in the grid with its amount reduced to reflect the remaining hours, amount, or units that were not written off.
Transactions with a Write-off status will not be included on the next invoice and will be removed automatically from the transaction grid on a tab in Interactive Billing after you final accept the next invoice.