Monograph's invoicing system compares the total amount of billable time against invoiced totals across a project's phase to support quick and efficient client invoicing.

In many cases, not all billable time can be invoiced due to budgetary limits, client relationship management, or other causes. Monograph's time write offs will allow you 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.

Write offs can be viewed and managed through the three locations in the app where unbilled time can be compared with invoiced totals: the Unbilled Report, in Project Financials, and in the Invoice Builder.

If there are no write offs currently added for a phase, click + Add to manage the write offs for the phase.

To see how these write offs affect Unbilled amounts, 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.

⚠️ Monograph recommends waiting to add write offs until all time has been logged on a phase and no further edits will take place. Editing a phase's timesheet entries will revert any write offs since this changes the underlying data for the phase totals.

Once added, the 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. There are two options/methods to manage write offs: "Apply write off to all" or "Assign write off to individuals".

The "Assign write off to individuals" option allows you to specify which role or team member the write offs should be applied to within a specific phase.

First, check the "Assign write off to individuals" option in the Write off box in the top right. Next, enter the amount you wish to write off in the row for each role.

To note: this value cannot exceed the total Unbilled time nor the total value logged by the role.

From there, optionally, add a note to provide context for the write off. After all of the information has been added, click Save to apply the write off to the phase.

The "Apply write off to all" option allows you to quickly adjust the total unbilled value. This is the default option to enter write offs.

First, ensure that the "Apply write off to all" option is checked in the Write off box in the top right. Then, enter a value in the number entry below.

To 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

From there, optionally, add a note to provide context for the write off. After all of the information has been added, click Save to apply the write off to the phase.

Write offs can be accessed for a phase through the Edit write off link, which is available when hovering over the write off value. The latest write off date and comment will also be visible when hovering over this area.

After clicking Edit write off, you can add to the write off totals by increasing the write off value, or reduce them by decreasing the write off value. Once all of the updated values have been adjusted, click Save to apply the new write off totals to the phase.