fee balance

  • 3 November 2021
  • 1 reply

How do you clean up the remaining fee balance balance between budget and actual after you raise the invoice and need to either write up or off the fee balance? 

I want to clean up balance when we complete the work and have a nil balance to bring forward to next financial year.

Is it possible to carry some balance forward due to it’s ongoing nature and clean off some?


Thank you 😊

1 reply

Userlevel 7
Badge +19

Our firm is just getting into this, so I’m eager to hear how others handle this.