AO
Fee Adjustments

Discounts & Write-Offs

Control discounted invoices, waived fees, written-off balances, approval rules, and revenue leakage.

Discounts this month
$42,800
Write-offs requested
$31,600
Pending partner approval
7
Revenue leakage risk
$74,400
Requested2
DiscountINV-4820
Meridian Holdings
M-2041
$52,000-$5,200
Client relationship
R. Blake
Write-offINV-4801
Kestrel Insurance
M-2007
$18,400-$18,400
Client dispute
A. Okafor
Finance Review1
DiscountINV-4818
Vertex Biotech
M-2024
$22,800-$2,280
Volume discount
Finance
Partner Approval2
DiscountINV-4815
Halcyon Partners
M-2011
$31,600-$6,320
Retainer waiver
Partner
Write-offINV-4812
Nordic Shipping
M-2035
$9,800-$9,800
Uncollectable
Partner
Approved1
DiscountINV-4808
Orion Media
M-1990
$14,200-$1,420
Early payment
Approved
Rejected1
Write-offINV-4803
Ashborn Trust
M-1988
$6,800-$6,800
Insufficient basis
Rejected
Applied1
DiscountINV-4799
Blake Industrial
M-2014
$12,000-$1,200
Applied 05 Jul
Applied
Discount by practice area
Litigation$14,200
Corporate$12,400
IP$8,200
Real Estate$4,800
Advisory$3,200
Write-off trend · 6 months
FebMarAprMayJunJul
Revenue leakage warning
Discounts & write-offs are running 18% above target. Recommended: partner review of all requests over $5K this week.
Discounts & write-offs

Ashworth & Vance LLP · live demonstration data

Requested
$186K
▲ 14.0%
Approved
$118K
▲ 3.1%
Rejected
$32K
▼ 13.2%
Pending
$36K
▲ 7.3%
Revenue impact
-4.2%
▲ 11.4%
Avg discount
6.8%
▼ 11.5%
Composition analysis
Write-off reasons
Client goodwill: $18.4K (40%)Unrecoverable time: $14.2K (31%)Billing error: $6.8K (15%)Matter loss: $4.1K (9%)Rate dispute: $2.5K (5%)Written off$46.0K
SourceAmountShareMoM
Client goodwill$18.4K40%+1.0%
Unrecoverable time$14.2K31%+2.1%
Billing error$6.8K15%-3.2%
Matter loss$4.1K9%+4.3%
Rate dispute$2.5K5%+5.4%
Highest contributor: Client goodwill · $18.4K
Movement bridge
Gross billings to net revenue bridge
$1.59M$1.19M$795.2K$397.6K$0Gross billings: +$1.42M → $1.42M+$1.42MGrossbillingsCourtesy discounts: $-62000 → $1.36M$-62000CourtesydiscountsVolume discounts: $-38000 → $1.32M$-38000VolumediscountsWrite-offs: $-46000 → $1.27M$-46000Write-offsCredit notes: $-28000 → $1.25M$-28000CreditnotesRecovered disbursements: +$34.0K → $1.28M+$34.0KRecovereddisbursementsNet revenue: +$0 → $1.28M+$0Netrevenue
Opening / closingInflowOutflow
Comparative analysis
Discount rate by partner
J. Hollis KC
4.2%
P. Adeyemi
8.6%
S. Ravel
5.1%
M. Chen
9.4%
T. Morgan
3.8%
L. Ibarra
6.2%
Distribution heatmap
Client-level discount heatmap
Q3-25Q4-25Q1-26Q2-26
Meridian Holdings PLC
96
15
91
50
Nordic Shipping AS
93
8
95
36
Vertex Biotech Ltd
88
23
96
21
Lagos Bay Estates
81
38
95
6
Kestrel Insurance
72
52
91
17
Halcyon Partners
61
64
84
32
LowModerateHighValues are discount percentages applied per quarter.
Operational register
Discount & write-off register
ReferenceClientMatterTypeAmountRateReasonRequested byStatus
DSC-330Meridian Holdings PLCM-2041Discount$34.0K3%Client goodwillJ. Hollis KCPending
DSC-331Nordic Shipping ASM-2035Write-off$6.0K13%Billing errorT. MorganApproved
DSC-332Vertex Biotech LtdM-2024Discount$32.0K8%UnrecoverableS. RavelRejected
DSC-333Lagos Bay EstatesM-2029Write-off$18.0K11%Rate disputeM. ChenPending
DSC-334Kestrel InsuranceM-2007Discount$26.0K12%Client goodwillP. AdeyemiApproved
DSC-335Halcyon PartnersM-2011Write-off$27.0K7%Billing errorA. OkaforRejected
DSC-336Orion Media GroupM-2016Discount$16.0K14%UnrecoverableE. ColePending
DSC-337Ashborn Family TrustM-2018Write-off$33.0K3%Rate disputeL. IbarraApproved
DSC-338Blake Industrial GmbHM-1998Discount$4.0K14%Client goodwillR. FenwickRejected
9 of 9 records
Workflow and approvals
Discount approval workflow
1Request submitted
Fee earner
Completed 02 Jul
2Matter partner review
J. Hollis KC
Completed 03 Jul
3Finance analysis
N. Salim
In progress · in progress
4Managing partner approval
A. Okafor
Pending
5Invoice updated
Billing
Pending
6Audit recorded
AUD sequence
Pending
Exceptions and risk
Exception queue and recommended actions
3 open
Discount above delegated authority
M. Chen · 14%
$21K
Write-off without reason code
DSC-334
$6.8K
Repeat discounting
Orion Media · 4 consecutive invoices
$32K
Audit and history

Every financial change is captured with user, timestamp, value movement and audit reference

Recent activity
  1. Payment posted01 Jul · 10:10
    N. Salim·Meridian Holdings PLC · M-2041·$88.0K·AUD-7700
  2. Invoice edited02 Jul · 11:11
    A. Okafor·Nordic Shipping AS · M-2035·$13.0K·AUD-7701
  3. Credit note approved03 Jul · 12:12
    D. Feld·Vertex Biotech Ltd · M-2024·$84.0K·AUD-7702
  4. Retainer adjusted04 Jul · 13:13
    J. Hollis KC·Lagos Bay Estates · M-2029·$45.0K·AUD-7703
  5. Trust transfer completed05 Jul · 14:14
    N. Salim·Kestrel Insurance · M-2007·$67.0K·AUD-7704
  6. Expense approved06 Jul · 15:15
    A. Okafor·Halcyon Partners · M-2011·$71.0K·AUD-7705
  7. Tax report exported07 Jul · 16:16
    D. Feld·Orion Media Group · M-2016·$40.0K·AUD-7706