This article describes how to perform a Calculated Write Off and a Manual Write Off in Unity® Practice Management. 

General Information

• This utility allows you to write off work in progress.
• The Calculated Write Off is an automated procedure. The utility calculates the total amount to write off for profit costs and time.
• The Manual Write Off allows you to manually specify the amount to write off for either profit costs or time. 

How to Access this Utility 

1. Open the Accounts program.
2. Click the Utilities icon.
3. Double-click the Write Off WIP option. 

How to Perform a Calculated Write Off

1. Click the Calculated tab.
2. Select a Matter Code. Enter a Matter Code manually or search for a Matter Code by clicking on the three dots. 

3. Select a Write Off Date. 

   This should be the date you performed the write off. It should not be confused with the date requested in the next step. By default, this field will display the current date.

4. Select a date within the Write Off Up To and Including field. This will determine which transactions are used for the write off calculation. 

   By default, this field will display the current date. This means all transactions will be included

5. Click Refresh, and the total amounts to write off will appear in the window underneath. The date of the last write off will also be displayed (if applicable)
6. Click Write Off. 

How to Perform a Manual Write Off

1. Click the Manual tab.
2. Select a Matter Code. Enter a Matter Code manually or search for a Matter Code by clicking on the three dots.
3. Select a Fear Earner.
4. Enter the Amount to Write Off.
5. Select whether to write off either profit costs or time.
6. Click Write Off.