When Clients have to write off bills or time, I often get questions about which task code to use. PCLaw out of the box comes with the following Write Down task codes.
|BD||Billing Adjustment Down||Write Up/Down|
|WD||Write Down||Write Up/Down|
|TR||Time Reduction||Write Up/Down|
TR - Time Reduction
In System Settings of PCLaw you have the option to Auto track Time Reductions.
If you record a time entry of 1 hour and then change it to 0.75, PCLaw will change the entry to 0.75 but also add another entry for 0.25 that has TR as a task code and is set to never bill. Therefore the client will never see the reduction but the firm can track it.
BD Billing Adjustment Down vs WD Writing Down
That brings us to the Bill Down vs Write Down. Which one do you use? For an example in PCLaw, I wrote off two bills, one using Write Down and one using Billing Down. I then ran a Write Up/Write Down Journal.
For Rodger’s Matter I used Bill Down and for Barry’s Matter I used Write Down. As you can see from the report, they both did the exact same thing, in that they reduced each timekeepers fee journal.
If I run a Client WIP, Billing and Collection Summary for Barry, I get:
If I run a Client WIP, Billing and Collection Summary for Roger, I get:
If we were to do this with every report in PCLaw, we would get the same thing. As long as you chose Bill Down or Write Down, PCLaw will take care of the rest. It really does not make a difference which task code you use. When I setup a client with PCLaw, I usually just delete BD – Bill Down, and instruct the client to use WD – Write Down.