Using the Reasons Grid

Use the Reasons window to associate with accounts receivable entries (such as credits, debits, write-offs, or adjustments), invoices, work-in-process corrections, and accounts receivable corrections.

Note: The Name column is the reason type (where the reason can be used). The following abbreviations are used for each type: 

  • AR - Accounts receivable
  • BA - Billing adjustment
  • Inv - Invoice
  • RevInv - Reverse invoice
  • TIME - Rate override

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. Do any of the following:
    • Add a record. Click New on the button bar to open the Reasons window where you can add a new record.
    • Edit a record. Select an item in the grid and click Edit on the button bar. The Reasons window displays allowing you to edit an existing record.
    • Print the current view of the grid. Click Print on the button bar.
    • Sort records. Click a column header to sort a column in ascending or descending orde.
    • Select Columns. Click Select Columns on the button bar. The Column Selection window displays.

Notes:

  • The options on the grid toolbar are also available on the menu that displays when you right-click an item in the grid.
  • Click Find to locate an item in the grid or click Refresh to display any changes to the grid.