Adding Reasons

You can set up reasons to associate with billing adjustments, invoice reversals, and rate override entries, invoices, work-in-progress corrections, and accounts receivable corrections (such as credits, debits, write-offs, or adjustments).

Reasons will be used if your firm has opted to use them on the Firm > Practice > Billing Settings window Prorate write up write down section.

To add or modify a reason, do the following:

1. Open Dashboard, click Application Links on the navigation panel, and then click Lists under Firm.
2. Click Practice Lists > Reasons on the navigation panel.
3. Select New or Edit from the Reasons grid. For more options in the grid, see Using the Reasons Grid.
4. Enter a unique name for the reason.
5. Select a type that will determine where the reason can be used, for example, invoices, reverse invoices, WIP corrections, A/R adjustments.
6. Click one of the Save buttons or Cancel.

Button	Description
Save & New	Saves the changes and opens a new window to create a new entry.
Save & Close	Saves the changes and exits the window.
Cancel	Exits the window without saving your changes.