When is it OK to delete entries from the Matter Billing Activity ?
If an entry was posted as a cost & adjustment and it is still unbilled , it is okay to delete the item from the Matter Billing Activity because it is not updated anywhere else in Abacus Accounting. . Another time you can delete entries is when you are cleaning up mistakes. Let’s say you posted a client payment and then determined it was posted incorrectly so you applied a negative payment to clean up the problem and then re-posted the payment correctly. There is no harm is deleting the in and out entries so as not to confuse yourself later. In ALL other circumstances, you should do an adjusting entry to rectify the problem.
If an entry was posted as a cost & adjustment and it is still unbilled , it is okay to delete the item from the Matter Billing Activity because it is not updated anywhere else in Abacus Accounting. . Another time you can delete entries is when you are cleaning up mistakes. Let’s say you posted a client payment and then determined it was posted incorrectly so you applied a negative payment to clean up the problem and then re-posted the payment correctly. There is no harm is deleting the in and out entries so as not to confuse yourself later. In ALL other circumstances, you should do an adjusting entry to rectify the problem.
