Purge with Purpose
3E Billing Utilities You Should Be Using
Still manually cleaning WIP?
You might be ignoring the most powerful utilities in your toolkit.
Clean WIP Efficiently
Use the Purge Detail utility to bulk remove time, cost, or charge entries by matter, date range, or purge type.
- Automatically creates audit-safe invoice records
- Options for billable, non-billable, or zero-out removals
- Applies across posted billing transactions
Made a Mistake? Undo It.
The UnPurge Detail utility lets you restore purged entries to WIP.
- Reinstates timecards with original values
- Maintains traceability by referencing original entries
- Supports both manual and group-based reversals
Choose the Right Purge Type for the Job
3E supports different purge types, each with distinct behavior:
- Zero Work Values (Zero Out):
- Cancels WIP by creating offsetting entries and a zero-value timecard.
- Billable Purge:
- Flags WIP as invoiced with $0 values. Leaves a billing trail (InvMaster, AR Master).
- Non-Billable Purge:
- Removes only non-billable entries. Ideal for internal write-offs.
Each type controls whether the entry gets reported, invoiced, or traced via AR.
Full Transparency, Always
Use Purge History to track all purged records.
- Query by purge date or type
- View by time, cost, or charge detail
- Download detailed audit reports for compliance
Power Tip: Group Update Saves Time
Apply Purge Types to multiple records in one go:
- From Time/Cost/Charge Modify forms
- In Proforma Edit using Group Edit
- Ideal for clean-up sprints or billing close