Step-by-Step instructions on Removing Entries from WIP report

Modified on: 2017-10-04 09:59:11 -0400


To remove an entry from the WIP report, you will generate a zero balance Client Invoice for the Item.


Standard (DMCloud) version:

  1. Go to Documents and Accounting.
  2. Highlight the Project.
  3. Choose the Client Invoice button.
  4. Select the Item(s) that you want removed from the WIP report and click the Override button for each Item.
  5. On the Override Invoice Price window, click the Override checkbox.  Change all of the amounts, and taxable amounts, if necessary, to 0.00.  Click OK.
  6. The Item Invoice Price is now 0.00, along with the Invoice Balance Due being 0.00.
  7. Click OK to create the Invoice.
  8. Print the Invoice to paper (this is not required).
  9. Choose the top, right X to close the Invoice preview.
  10. Click Accept to process the invoice.


Professional (ProCloud) version:

  1. Go to the A/R - Client Invoices window and click Add.
  2. On the New Invoice window, input the correct Project code to display the Items.
  3. Select the Item that you want removed from the WIP report and click the Override button.
  4. On the Override Invoice Price window, click the Override checkbox.  Change all the amounts, and taxable amounts, if necessary, to 0.00.  Click OK.
  5. The Item Invoice Price is now 0.00, along with the Invoice Balance Due being 0.00.
  6. Click OK to create the Invoice.
  7. Print the Invoice to paper (this is not required).
  8. Choose the top, right X to close the Invoice preview.
  9. Click Accept to process the invoice.

Reprint your WIP report. The Item will now be dropped from the report.  If the Project has multiple Items that need to be removed, simply override the price for ALL of the Items and generate one single, zero balance Invoice for the Project.




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