Features Below Available To: ✅ Grow Plan ✅ Track Plan ❌ Free Plan
What is the Write-Off Report?
The write-off report shows amounts marked as written off from billable time, giving a reliable view of uncollected revenue.
Navigating to the Write-Off Report
To access the Write-Off report, click Analytics in the left-hand menu. From there, select Write-Off under Staff in the sub-menu.
Different Parts of the Write Off Report
At the top of the report, a visual summary highlights the total write-off percentage, total billable time logged, and total write-offs. Below this, a chart displays each employee’s write-off percentage, making it easy to compare across the team.
The report can be filtered to view more granular data, and multiple filters can be applied at once.
Date range - Select the time period to streamline the search by using the calendar
People - shows write-off totals for selected employee(s)
Project - shows write-off totals for selected project(s)
Categories - shows write-off totals for selected categories
The report also provides a detailed breakdown of individual metrics and totals, with the ability to expand each section to view a more granular, project-level breakdown.
Where Does This Information Come From?
The information in the Write-Off report is calculated based on write-offs, billable time, and their corresponding percentages:
Write-off percentage = Write-offs ÷ Billable time logged (unadjusted)
Billable time logged = Total billable time logged during the selected period (before write-offs)
Write-offs = Total value written off during the selected period
Exporting the Write Off Report
The Write-Off report can be exported to a CSV file by clicking the Export button located in the top-right corner of the page.
By default, the following columns are included in the export:
People
Project
Billable time
Write Offs
Write Offs Percentage
Permission Settings to Access the Write Off Report
The report is only available to profiles with the “View Financial Reports” permission enabled.
Frequently Asked Questions
Can I view the specific timesheet entries that these write-offs apply to?
At this time, write-offs are applied at a high level and are not tied to specific timesheet entries.
Do write-offs affect the time log shown on the invoice?
No. The time log will continue to display all entries recorded during the invoice’s service period.