Features Below Available To: ✅ Grow Plan ✅ Track Plan ❌ Free Plan
Monograph's invoicing system compares the total amount of billable time against invoiced totals across a projects phase to support quick and efficient client invoicing. In many cases, not all billable time ultimately is able to be invoiced due to budgetary limits, client relationship management, or other causes. Monograph's time write offs will allow to to edit the unbilled total for the roles on a given phase to bring these in line with invoiced totals.
🚨 Admins and team members with the "Edit invoices" permission enabled can edit write offs of unbilled time.
Getting Started
Write offs can be viewed and managed through the three locations in the app where unbilled time can be compared with invoiced totals.
Unbilled
Project financials
Invoice builder
Click + Add if there are no write offs for the phase to manage write offs for the phase.
To see how these write offs affect Unbilled, hover over the Unbilled value on each of these pages to see a detail comparing unadjusted unbilled time before the last invoice, unadjusted unbilled time since the last invoice, and any write offs that will adjust the total unbilled value. You will be able to see if the total unbilled value exceeds the phase budget to give you guidance whether or not a write off is recommended.
Applying write offs
Write off value is applied automatically to the most recent time logged by each role on a phase. Write off totals cannot exceed the total unbilled value. You will have two mechanisms to manage write offs: "Apply write off to all" or "Assign write off to individuals".
Apply write off to all
"Apply write off to all" allows you to quickly adjust the total unbilled value. This is the default option to enter write offs.
Ensure that the "Apply write off to all" option is checked in the Write off box in the top right
Enter a value in the number entry below. Please note this value cannot exceed the total value of Unbilled.
After leaving the text box where you entered the number, the total write off will be automatically allocated to all team members' roles based on the proportionate value of the time logged for each
(Optional) Add a note to provide context for the write off
Click Save to apply the write off to the phase
Assign write off to individuals
"Assign write off to individuals" allows you to specify which role should be allocated the write offs.
Check the "Assign write off to individuals" option in the Write off box in the top right
Enter the amount you wish to write off on the row for each role. Please note this value cannot exceed the total Unbilled time nor the total value logged by the role.
(Optional) Add a note to provide context for the write off
Click Save to apply the write off to the phase
Editing write offs
Write offs can be accessed for a phase through the Edit write off link available on hover over the write off value. The latest write off date and comment will also be visible on this hover.
You are able to add to the write off totals by increasing the write off value or reduce them by decreasing the write off value.
Keeping track of write offs
Write offs will be tracked on the Unbilled page, the Project financials, the invoice builder, and the new Write offs report. The new Write offs report will show all write offs by individual by project.
All other reports will be unaffected by write offs and will continue to show the unadjusted billable time totals.