Entering beginning balances
Beginning WIP balances
Digita Practice Advanced allows staff with the proper security permission to edit WIP amounts in Time & Expense Entry. The ability to override the
Amount
field in Time & Expense Entry enables staff to easily and accurately enter beginning balances for time and expenses. Amounts that have been overridden will appear in red.note
Any entry whose amount is overridden cannot be recalculated. For example, even if you change the number of hours for an entry that has been overridden, the amount will remain the same. The only way to change an amount that has been overridden is by manually changing it.
Beginning A/R balances
Entering credit and debit memos in Receipt & Adjustment Entry provides your firm with a quick method of entering beginning accounts receivable balances. Debit memos increase a client’s accounts receivable balance, while credit memos decrease the balance.