Settings - Practice Management
You can add a write-off or write-on transaction to a job in a number places in Practice Manager, from the job itself or from within the Work in Progress area. By default, the transactions are assigned to your firm but you can edit this setting to allow them to be assigned to your firm or your resources.
- Click Settings > Practice Management.
- Click General Settings.
- Click the Write-offs tab.
- Select where you want to assign the write-off to:
- Firm Only - The write-off/on transactions are assigned to your firm only. This setting may suit you, if you are a small firm and do not feel the need to record which resource (user / staff member) was specifically responsible for the write-off/on.
- Firm or Resources - This is the default value and allows the write-on or write-off transactions to be assigned to your firm or resources (individual users / staff members). One write-off/on can be spread among any number of resources, which means that there can be multiple write-off/on transactions added to the WIP ledger for the job.
- Click Save.
