WIP write off

Who can use it?	Where is it?
Project Manager Director Administrator System Administrator	Project > Transactions > WIP write off

1. Open the Project you want to write off the WIP for.
2. Select the 'Time and Expenses' tab.
3. Locate and highlight the WIP transaction that you want to write off, from in the list of all WIP transactions for that project.
4. Click the 'Write off' icon in the toolbar.
5. The list will refresh to show that the status of the transaction is '' and the 'invoice #' column will display W/OFF for that transaction.

There is a system setting which enforces that reason codes are entered on all WIP write off's If this is enabled you will not be able to use the Fast WIP Write-off method, and will only have access to write off transactions using the WIP Write Off Wizard.

Want to know more about how to enable/disable mandatory write off reason codes? View the system settings topic.NEW 4.8

1. Open the Project you want to write off WIP within.
2. Select the Transactions Menu > WIP Write Off. The WIP Write Off Wizard is now shown.
3. Select a sub project from the list.
4. Select a reason code from the list. NEW 4.8
5. Type a 'Reason Comment' to describe why you are writing off these transactions. NEW 4.8

6. Choose which transactions you want to write off by:

   1. Click the select all button to write off all items for the selected sub project.
   2. Or check the box next to each transaction/s that you want to be written off.
7. Save

Enter a reason code when performing a WIP write off to provide extra information as to why the WIP was not invoiced. Manager's can later add this field to Synergy reporting, to monitor WIP write-off's. Things to know about reason codes:

1. There is a system setting which defines if reason codes are mandatory for entry on all WIP write off's.
2. If this is enabled you will be prompted to enter the reason code prior to saving the WIP write-off, and will only be able to use the WIP write-off wizard. The fast WIP write off method is unavailable.
3. If this system setting is disabled, then entering the reason code is optional, however if required must be done so through the Write off Wizard via the Transactions Menu. Access is available to the Fast WIP Write off, and the wizard. If reason codes are optional then the reason code field will be left blank.
4. Synergy reports have the Reason Code field available as an extra column, and for sorting, filtering and grouping.
5. Reason Codes will not be shown for any write off's completed prior to the Synergy 4.8 release. It is not possible to amend previous WIP Write Offs (prior to the 4.8 release) to have this information populated.

1. Open the Project you want to restore a transaction to WIP within.
2. Click the Transactions Menu > Wip Write Off.
3. Select the Restore radio button .
4. All previously written off transactions will appear in the window.
5. Select a sub project from the list.
6. Click the select all button OR check the checkbox to the left of the transaction/s to be restored.
7. Save.

1. Go to the Time and Expenses tab.
2. Highlight the written off transaction in the list that you want to restore.
3. Click the 'Undo Write Off' button in the toolbar.
4. The status of the transaction will be changed to .

Click the image above to see how the restore can be done on the Time and Expenses tab.