XPM - Allocation of job write off/on against users
We have just been advised that we cannot allocate write off/on to jobs rather against individuals or apportioned across those who have charged time to the job. At times, jobs are short quoted for reasons and it's unfair to impact someone's recoverability due to business decisions. There has to be a way to record such write offs without impacting staff or teams time directly rather recoverability of the job.
Sophia Psarakos
shared this idea
-
Caitlin Heckler
commented
We have a few jobs in the system for a client that was very complex and we have since disengaged. We want to write off all of the time but we do not want any team member to have their write ons/offs affected by these jobs, as the nature of them was incredibly complex and this was due to the way the client prepared and sent the information to us, and not the fault of any of our team members.
Xero support has advised that there is no way to write off WIP without it affecting the staff that have put time to the job.
We would really like to see an ability to do a 'firm write off', when so desired, as there are certain scenarios we come across in our firm that warrant this.