WIP Write Ons and Write Offs By Invoice By Project Report

Table of Contents

The WIP Write Ons and Write Offs By Invoice By Project Report shows write ons/offs for invoices between two dates by client invoice number and by project or job. This report is a quick check to see how your business is doing with respect to write ons/offs by invoice, grouping by the client and projects.

How to generate the WIP Write Ons and Write Offs By Invoice By Project Report

From Reports >> Performance Reports >> go to Management Analysis section >> click on WIP Write Ons and Write Offs By Invoice By Project and select the required date range.

You can optionally filter this report by Invoice Office, Project Team, Client, Project and Job Owner 1. You can also group this report by Job Owner 1.

Now click on the ‘Report Options’ button and select one of the preview options. The below pop up appears.

Select the required option to preview the WIP Write Ons and Write Offs By Invoice By Project Report.

Understanding the Data

The WIP Write Ons and Write Offs By Invoice By Project Report report shows the following information-

Project (Code)
Invoice No
Invoice Date
Assigned WIP
Invoiced Amount
Write-on(off)
Write-on(off)%

Project (Code), Invoice No and Invoice Date

The Project (Code), Invoice No and Invoice Date for this report comes from Invoices >> Load Invoices page.

This report will only display the project and values from the invoice header details.

Assigning Time for Multiple Projects to a Single Invoice

If you assign time for multiple projects and bill multiple lines to a single invoice, then this report will combine the write-on(off) data under the invoice header only.

In the below example, multiple projects have been billed in the same invoice, however, the report combines both projects’ data under the project code in the invoice header only.

Assigned WIP

The Assigned WIP is the total of all time and disbursement lines that have been assigned to the selected invoice for that particular project.

Below is an example of the assigned time and disbursements for the invoice number 60001 wherein multiple projects have been billed in the same invoice.

See more in Assigned Time and Disbursements Report.

Invoiced Amount

The Invoiced Amount is the total fee value invoiced to the client.

Write-on(off)

The Write-on(off) is the total amount written on or written off for the project invoice/s in the selected date range. Sometimes called margin or overrun, the Write-on(off) is calculated from the Invoiced Amount less the Assigned Time & Disbursements.