The Write-Off feature for time and expenses in BQE CORE provides a clear and accurate way to stop those entries from being billed. Instead of marking time and expense entries as billed, which can be misleading as they were never invoiced, you can mark them as write-offs. This helps you track billable work that should not be invoiced, such as internal or marketing tasks.
You can write off time and expense entries individually or in bulk using the Write-Off option available in the Time Entries and Expense Entries screens, as well as in batch billing (via the T&E Details screen with the Batch Update support).
When entries are marked as write-offs:
- They are excluded from manual and batch invoicing.
- If the Revenue Recognition setting is enabled, associated WIP revenue is reversed automatically.
- If the Revenue Recognition setting is disabled, entries are still excluded from billing, though the write-off flag is hidden.
- Billable status remains unchanged.
- Cost stays posted.
- They are excluded from Write-Up/Down (WUD) calculations.
When to use Write-Off?
You can use the Write-Off option in the following cases.
- Preventing billable entries from being invoiced at the client’s request
- Tracking internal time spent on proposals or marketing
- Excluding overhead or admin tasks from billing
- Correcting misallocated or incorrect entries
Note
- Entries marked as written-off cannot be invoiced later, even if Revenue Recognition is disabled.
- Entries in closed accounting periods cannot be edited. Reversals and repostings are handled through the invoice.
- Write-Off status remains visible in reports, supporting audit trails and helping track unrealized revenue.