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Apportioning Write-offs 

Apportioning time adjustments ensures your firm's performance data remains accurate, actionable, and fair. By using this process you track true productivity without waiting on the collections cycle.

Below is the step-by-step process: 

1. Go to Accounting and open the Invoices page.

Invoices (6)

2. Locate and click on the specific invoice you need to adjust.

3. Click the Add Adjustments button, then select Add Adjustment from the dropdown menu.

Invoices (8)

4. Choose whether you want to write off a Custom Amount or the Entire balance of the invoice.

Invoices (9)

5. Depending on the amount you select, the system will display a detailed breakdown showing how the adjustment will impact the timekeepers who worked on the matter.Detailed breakdown

6. Choose how you want the adjustment to be divided to best reflect performance:

  • Proportionally: Divide the adjustment among all timekeepers based on their billed work. (This ensures individual metrics accurately reflect the final collected value).

  • Allocate to Firm: Apply the entire adjustment to the firm's overhead, leaving individual timekeeper metrics untouched.

7. Once you have finalized the division, press Save Adjustment in the top right corner.