The Write-Up/Down feature in Brief Accounting allows the user to:
- Adjust a Time & Billing invoice to a Flat Fee amount (with or without affecting the Billing Attorney's hours worked)
- Adjust a Time & Billing invoice up or down by adjusting the Billable amount for an individual Biller
- Adjust a Time & Billing invoice up or down by adjusting the Billable amount for multiple Billers*
* This can be done manually for each individual biller, or can be calculated automatically for all Billers on the matter. If done automatically, the discount will be allocated to each Biller in the same proportion as the original hours worked for a given invoice.
The example below illustrates a $600.00 invoice written down to $500.00.
Enter slips as usual reflecting the time worked on a file and the default hourly rate:
Click the Modify Button at the bottom of the screen. Click Write Up/Down on the resultant screen:
Enter the following:
- Adjusted total amount of fees for the invoice
- Attorney (leave as ALL if discounting for all Billers on the invoice)
- Change the Description if required (the description will appear as a line item for a negative amount on the invoice)
- Check the Flat Fee check-box (this is recommended so as not to impact the attorney's billable hours worked)
The write-down slips will appear in the slips list screen:
The write-down done in the above manner will show in the invoice as below:
There will be a single line item for each biller that worked on the file. The discount amount is proportional to the original hours worked on the file by each biller.
Writing Down for a Single Biller:
From the Time slips list screen, click the Modify Button at the bottom of the screen. Click Write Up/Down on the resultant screen.
Instead of leaving the attorney as "ALL", enter the initials of the biller that the discount will be allocated to:
The write-down done in the above manner will show in the invoice as below:
Hiding the Write-Up/Down Slips on the Invoice:
In certain instances, it may be necessary to hide the individual write-down slips on the invoice and just display a list of slips with the written down totals.
To accomplish this, use the Modify > Write-Up/Down functionality as above.
The write-down slips will appear in the slips list screen as they did above:
Print the Prebill (or Post the Invoice) as usual.
NOTE on the Print screen, click the Options button:
Clear the Rate and Fee check-boxes and click OK as shown:
The write-down done in the above manner with the Rate and Fee unselected will show in the invoice as below:
The individual discounted slips will not appear and the invoice will show line items, hours, and the adjusted invoice amount.
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