The Write Up/Down section found in those modules that have been enabled for Work Fee tracking such as Consultancy, Financial Planning and Tax is a section where you can quickly review and correct Work Fee Allocations for works completed and edit allocations quickly without opening the work file.
Write Up/Downs Tab
- Currently available within the Taxes, Financial Planning, Consulting Modules.
- Write up - where less time/cost was expended on the Work File than the Work Fee chargeable.
- Write down - where more time/cost was expended on the Work File than the Work Fee chargeable.
Good practice - at the end of each month, you should review your work and ensure that the work has been correctly allocated to staff and if the work has been completed matches the Work Fee allocated. You can use the Work Up/Downs tab to quickly access and view/correct the chargeable fees to match the the work fee for all files that are completed and the file is finished. You can also add new Work Allocations directly.
You can also undertake the same function via the Work Edit view as you progress the work to completion but the Write Up/Down tab offers a quick and efficient way to tackle a large number of such tasks in one place.
Use the search feature to list all those files that need review.
Do not use Write Ups/Downs until the work has been completed or in case of, for example, tax work the return has been lodged and file considered "finalised".
The date the Write Up/Down is the month the work was completed not the date of doing the write up/down (so if it was today 31st October you were doing the write ups on work completed in August change the write up date to 31st August so it matches the same month work was completed.
Write Up/Downs
- {Main Menu} > {Taxes}.>.{Write Up/Downs} - to open the Write Up/Down view.
- Use the Search pop out on right side to enter at least one search parameter.
- Results list of work allocations that require editing /resolving issues.
- Quick button group for reviewing work allocations.
Quick Button Group
- [Review Work Allocations] - click to open the highlighted work (alternative is to click small arrow at the left most column in the list view).
- [Review Summary] - opens the highlighted work in the Summary View.
- [Edit] - opens the highlighted work in the Edit View.
- Work Allocations Quick Action Button Group
- A new entry line will require you to complete the required fields.
- Click [Save] to save the entry and update the work allocations.
- [New Write Up /Down] - when the Work Fee matches the Chargeable Amount then the [New Write Up /Down ] button will be highlighted (only if the status i marked as 'Complete"'and is then clickable to record the write-up/down to the work.
- If you need to add additional work allocation fees then use the [Create New] button. this will add anew Work Allocation entry line.
- When the work allocation and the work fee match and the the work status is marked as complete then the [New Write Up /Down] button amount. So if the black amount (Chargeable Fee) and the blue amount (Work Fee) don't agree the button will not work.
- Click [New Write Up /Down] - to record the write-up/down to the work.
- The date the Write Up/Down is the month the work was completed not the date of doing the write up/down (so if it was today 31st October you were doing the write ups on work completed in August change the write up date to 31st August so it matches the same month work was completed.
- Click [OK]
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