Creating Interim Time Entries

Interim Time Entries are used to reduce the WIP balance, typically used for prepayments. These entries are displayed with a negative value, and created automatically when Interim Invoices are created in FYI or synchronised from Xero Ledger. 

Interim Time Entries can also be created within FYI where the negative time entry has not been created for the invoice.

Interim Time Entries allocated to a Billing job only can be reallocated to an associated Workflow Job. Refer to Reallocating Interim Time Entries when Creating an Invoice in the Managing Work in Progress - WIP article.

Creating Interim Time Entries

Automatically when Approving Invoices

When Interim Invoices are created in FYI, a negative Interim Time Entry will be created when the invoice is Approved.

Invoices can be approved from the Invoices or Documents List. Refer to Approving Invoices.

Note: Interim Time Entries will not be created for invoices dated prior to FYI being selected as the Practice Management source in the Practice Management Sync app in FYI.

Automatically when Synchronising Invoices from Xero

When invoices are synchronised from Xero Ledger and created in FYI, they are created as Interim Invoices with a negative Interim Time Entry created automatically.

Created by users in FYI

Interim Time Entries can be created within FYI for invoices where:

• The time entries were not automatically created. For example, if invoices were imported before the date FYI was enabled as the Practice Management source.
• The time entries were deleted. For example, if an Interim Invoice is created and the corresponding Interim Time Entry is deleted.

Interim Time Entries cannot be created by users in FYI if negative interim time entries already exist against the invoice.

Note: If an Interim Time Entry has been moved to another job or an Interim Invoice value is 0, additional manual Interim Time Entries cannot be created.

To manually create Interim Time Entries:

1. Navigate to the Invoices list from either the Practice, Clients or Jobs workspace.
   
   
2. Select one or more Invoices from the Invoices list.
   
3. Click Create Interim Time Entries in the toolbar.
   
4. The request will be processed, and a loading bar will be displayed to confirm the request.
   
   
5. An entry will be added to Practice Activity.
   
6. Click on the entry to view the Activity drawer, and click Go to Automation History.
   
7. As each invoice is processed, FYI will check the eligibility of the invoice and whether time entries have already been created.
   
   Click on an invoice to view the details. A message will be displayed if the Time Entries were unable to be created.