Clear leftover Unbilled time and costs on a project when that work will never be billed. Create a Cost Write-Off on the project’s Write Offs tab, allocate the unbilled entries, then approve the write-off. Allocated entries leave the Unbilled pool and show as Written Off.

Use this for old jobs that were written off outside Drum, abandoned projects, or any leftover Unbilled you will not invoice. An Opening position claim does not clear Unbilled. Opening position only sets claimed-to-date for amounts already invoiced.

Drum creates a write-off invoice (shown as a Cost Write-Off on the Write Offs list) and a backing write-off record. Selected time and costs are allocated to that write-off and leave the Unbilled pool. You can still adjust line items and inclusions on the write-off before you approve it.

Write-offs can be created even when the account requires ordinary invoices to come from a progress claim. The Write Offs path stays available separately.

Until the write-off is approved, reportable write-off totals and earned-revenue treatment follow your account’s write-off rules. Allocated entries are already off Unbilled once they sit on the write-off invoice.

No. The Cost Write-Off is the write-off invoice in Drum. Creating it on Write Offs, allocating the leftover Unbilled, and approving that Cost Write-Off is the full path.

You do not raise a separate ordinary customer invoice for the same leftover Unbilled. Cost Write-Offs also do not use Approve & Integrate into Xero or QuickBooks. Stay on the write-off and approve it in Drum.

Changing a project to Lost, Completed, or another complete status does not clear Unbilled. Those balances stay until you claim or invoice them, or write them off with a Cost Write-Off (same steps as above). You can open Invoices → Write Offs on Lost or Completed projects and run Add Write Off as usual.

Default Unbilled views focus on active (non-complete) projects. That includes Insights Unbilled Costs when Status is empty, and the Projects Dashboard when no complete status is selected. To list Lost or Completed jobs that still have Unbilled, filter Status to include those statuses, or open each project and check Unbilled there.

For a large set of closed jobs, work project by project on Write Offs. There is no single-click Cost Write-Off across many projects at once.

If the project was never billed and you are writing the remaining Unbilled off, skip Opening position. Opening position records amounts already invoiced so later progress claims start from the right Prev. Claimed figures. It does not delete Unbilled time or costs.

For jobs that were already billed outside Drum and still need a claim baseline, use Opening position for the invoiced position, then use this write-off path only for leftover Unbilled you will not recover. See Create a baseline progress claim for a migrated project.

On an ordinary project invoice you can also Add Write Off for a fixed amount against that invoice (an Invoice Write-Off). That adjusts commercial recoverability on an invoice that already exists. It is not the main path for clearing a whole leftover Unbilled pool on a never-billed job. Prefer the Cost Write-Off flow above when the goal is to settle unbilled time and costs.