---
title: What's New - March 9th, 2026
description: Learn about the new Batch WIP Offsets feature, which lets you quickly match job costs to pre‑billing amounts directly from the Job Cost & Billing Summary page. This update streamlines WIP reconciliation, reduces manual work, and keeps your job balances accurate.
---

[Skip to content](https://knowledgebase.counta.com/knowledge/whats-new-march-9th-2026#main-content)

English

Show submenu for translations

![AccountAbility\_logo\_primary\_fullcolor-1.png\]](https://knowledgebase.counta.com/hs-fs/hubfs/AccountAbility_logo_primary_fullcolor-1.png?height=40&name=AccountAbility_logo_primary_fullcolor-1.png)

- [COUNTA by Accountability](https://8829720.hs-sites.com/counta-by-accountability)

Open main navigation

Close main navigation

- [COUNTA by Accountability](https://8829720.hs-sites.com/counta-by-accountability)
- English
  
  Show submenu for translations

 How can we help you?

- There are no suggestions because the search field is empty.

1. [COUNTA Help Center](https://knowledgebase.counta.com/knowledge?hsLang=en)
2. [Product Updates](https://knowledgebase.counta.com/knowledge/product-updates?hsLang=en)

March 10, 2026

# What's New - March 9th, 2026

### **Batch WIP Offsets**

#### **Overview**

You can now create **Batch WIP Offsets** directly from the **Job Cost & Billing Summary** page.  
This makes it quicker and easier to clear job costs against client pre‑billing amounts without having to process entries one at a time.

#### **What is it?**

A new **Offset** option is now available when performing a WIP Take Up from the Job Cost & Billing Summary page.

 

The system still defaults to **Job Balance**, but you can now choose **Offset** to automatically match job costs with available client invoice (pre‑billing) credits.

This follows the same offset logic used in standard WIP offsetting, where costs can be matched to advance billing amounts to show an accurate net WIP position.

#### **Why it matters**

- Speeds up WIP reconciliation
- Reduces manual work and errors
- Keeps your WIP balances clean and accurate
- Helps ensure costs are applied correctly to pre‑billing instead of leaving inflated WIP amounts

#### **How it works**

1. From the **Job Cost & Billing Summary**, select a job (or multiple jobs) and choose **Take Up**.
2. Switch from **Job Balance** to **Offset**.
3. The system looks for: 
     - Costs that still have a balance
     - Client invoice (pre‑billing) entries with credit available
4. If a clear match exists, the system automatically creates the offset. 
     - Partial offsets are supported
     - If multiple possible invoice matches exist and the system cannot determine which to use, no offset is created (to avoid misallocations)

This behavior matches the same matching rules used in standard WIP offset functionality.

#### **When is it needed?**

Use Batch WIP Offsets when:

- A job has **advance/pre‑billing**
- New supplier costs need to be cleared against that pre‑billing balance
- You want to offset **multiple jobs or entries at once**
- You are preparing month‑end and need WIP to reflect accurate net balances

- [Product Updates](https://knowledgebase.counta.com/knowledge/product-updates?hsLang=en#main-content)

    - [Live](https://knowledgebase.counta.com/knowledge/product-updates?hsLang=en#live)
- [Tutorial Video Library](https://knowledgebase.counta.com/knowledge/tutorial-video-library?hsLang=en#main-content)

    - [General Navigation](https://knowledgebase.counta.com/knowledge/tutorial-video-library?hsLang=en#general-navigation)
    - [Time and Task](https://knowledgebase.counta.com/knowledge/tutorial-video-library?hsLang=en#time-and-task)
    - [Job Management - Basics](https://knowledgebase.counta.com/knowledge/tutorial-video-library?hsLang=en#job-management-basics)
    - [Estimate Management - Basics](https://knowledgebase.counta.com/knowledge/tutorial-video-library?hsLang=en#estimate-management-basics)
    - [Estimate Management - Advanced](https://knowledgebase.counta.com/knowledge/tutorial-video-library?hsLang=en#estimate-management-advanced)
    - [Purchase Order Basics](https://knowledgebase.counta.com/knowledge/tutorial-video-library?hsLang=en#purchase-order-basics)
    - [Production Invoice Basics](https://knowledgebase.counta.com/knowledge/tutorial-video-library?hsLang=en#production-invoice-basics)
    - [Sundry Invoice Basics](https://knowledgebase.counta.com/knowledge/tutorial-video-library?hsLang=en#sundry-invoice-basics)
    - [Receipts Basics](https://knowledgebase.counta.com/knowledge/tutorial-video-library?hsLang=en#receipts-basics)
    - [Supplier Invoice Management Basics](https://knowledgebase.counta.com/knowledge/tutorial-video-library?hsLang=en#supplier-invoice-management-basics)
    - [Payment Basics](https://knowledgebase.counta.com/knowledge/tutorial-video-library?hsLang=en#payment-basics)
    - [Expenses & Credit Cards](https://knowledgebase.counta.com/knowledge/tutorial-video-library?hsLang=en#expenses-credit-cards)
    - [Reporting](https://knowledgebase.counta.com/knowledge/tutorial-video-library?hsLang=en#reporting)
    - [Master Files](https://knowledgebase.counta.com/knowledge/tutorial-video-library?hsLang=en#master-files)
    - [Manage](https://knowledgebase.counta.com/knowledge/tutorial-video-library?hsLang=en#manage)
- [Mobile App](https://knowledgebase.counta.com/knowledge/mobile-app?hsLang=en#main-content)

    - [What's New](https://knowledgebase.counta.com/knowledge/mobile-app?hsLang=en#whats-new)
    - [Setup and Configuration](https://knowledgebase.counta.com/knowledge/mobile-app?hsLang=en#setup-and-configuration)
- [FAQs](https://knowledgebase.counta.com/knowledge/faqs?hsLang=en)
- [Navigation and General](https://knowledgebase.counta.com/knowledge/navigation-and-general?hsLang=en#main-content)

    - [Tips & Tricks](https://knowledgebase.counta.com/knowledge/navigation-and-general?hsLang=en#tips-tricks)
    - [Customization](https://knowledgebase.counta.com/knowledge/navigation-and-general?hsLang=en#customization)
    - [Setup](https://knowledgebase.counta.com/knowledge/navigation-and-general?hsLang=en#setup)
    - [Support](https://knowledgebase.counta.com/knowledge/navigation-and-general?hsLang=en#support)
    - [My Dashboard](https://knowledgebase.counta.com/knowledge/navigation-and-general?hsLang=en#my-dashboard)
    - [My Messages](https://knowledgebase.counta.com/knowledge/navigation-and-general?hsLang=en#my-messages)
    - [Security](https://knowledgebase.counta.com/knowledge/navigation-and-general?hsLang=en#security)
- [Time and Tasks](https://knowledgebase.counta.com/knowledge/time-and-tasks?hsLang=en#main-content)

    - [My Time](https://knowledgebase.counta.com/knowledge/time-and-tasks?hsLang=en#my-time)
    - [Timesheet Proxy](https://knowledgebase.counta.com/knowledge/time-and-tasks?hsLang=en#timesheet-proxy)
    - [Time Reports](https://knowledgebase.counta.com/knowledge/time-and-tasks?hsLang=en#time-reports)
    - [Time Posting](https://knowledgebase.counta.com/knowledge/time-and-tasks?hsLang=en#time-posting)
    - [Tasks](https://knowledgebase.counta.com/knowledge/time-and-tasks?hsLang=en#tasks)
- [Manage](https://knowledgebase.counta.com/knowledge/manage?hsLang=en#main-content)

    - [Leave](https://knowledgebase.counta.com/knowledge/manage?hsLang=en#leave)
    - [Employee Expense Summary](https://knowledgebase.counta.com/knowledge/manage?hsLang=en#employee-expense-summary)
    - [Expense Claims](https://knowledgebase.counta.com/knowledge/manage?hsLang=en#expense-claims)
    - [Credit Cards](https://knowledgebase.counta.com/knowledge/manage?hsLang=en#credit-cards)
    - [Inventories](https://knowledgebase.counta.com/knowledge/manage?hsLang=en#inventories)
- [Approve](https://knowledgebase.counta.com/knowledge/approve?hsLang=en#main-content)

    - [Supplier Invoices](https://knowledgebase.counta.com/knowledge/approve?hsLang=en#supplier-invoices)
    - [Expense Claims](https://knowledgebase.counta.com/knowledge/approve?hsLang=en#expense-claims)
    - [Credit Cards](https://knowledgebase.counta.com/knowledge/approve?hsLang=en#credit-cards)
    - [Purchase Orders](https://knowledgebase.counta.com/knowledge/approve?hsLang=en#purchase-orders)
    - [Client Job Invoices](https://knowledgebase.counta.com/knowledge/approve?hsLang=en#client-job-invoices)
    - [Weekly Timesheet](https://knowledgebase.counta.com/knowledge/approve?hsLang=en#weekly-timesheet)
    - [Journals](https://knowledgebase.counta.com/knowledge/approve?hsLang=en#journals)
    - [Leave](https://knowledgebase.counta.com/knowledge/approve?hsLang=en#leave)
- [Jobs](https://knowledgebase.counta.com/knowledge/jobs?hsLang=en#main-content)

    - [Jobs](https://knowledgebase.counta.com/knowledge/jobs?hsLang=en#jobs)
    - [Estimates](https://knowledgebase.counta.com/knowledge/jobs?hsLang=en#estimates)
    - [Revenue Tracker](https://knowledgebase.counta.com/knowledge/jobs?hsLang=en#revenue-tracker)
    - [Resource Tracker](https://knowledgebase.counta.com/knowledge/jobs?hsLang=en#resource-tracker)
    - [Purchase Orders](https://knowledgebase.counta.com/knowledge/jobs?hsLang=en#purchase-orders)
    - [Internal Charges](https://knowledgebase.counta.com/knowledge/jobs?hsLang=en#internal-charges)
    - [Job Cost Transfers](https://knowledgebase.counta.com/knowledge/jobs?hsLang=en#job-cost-transfers)
    - [Files](https://knowledgebase.counta.com/knowledge/jobs?hsLang=en#files)
    - [Job Reports](https://knowledgebase.counta.com/knowledge/jobs?hsLang=en#job-reports)
    - [Job Summaries](https://knowledgebase.counta.com/knowledge/jobs?hsLang=en#job-summaries)
    - [Campaigns](https://knowledgebase.counta.com/knowledge/jobs?hsLang=en#campaigns)
- [Media](https://knowledgebase.counta.com/knowledge/media?hsLang=en#main-content)

    - [Media Accounting](https://knowledgebase.counta.com/knowledge/media?hsLang=en#media-accounting)
    - [Media Summaries](https://knowledgebase.counta.com/knowledge/media?hsLang=en#media-summaries)
    - [Media WIP Take Up](https://knowledgebase.counta.com/knowledge/media?hsLang=en#media-wip-take-up)
    - [Media Reports](https://knowledgebase.counta.com/knowledge/media?hsLang=en#media-reports)
    - [Media Setup](https://knowledgebase.counta.com/knowledge/media?hsLang=en#media-setup)
    - [Media Insertion Orders](https://knowledgebase.counta.com/knowledge/media?hsLang=en#media-insertion-orders)
    - [Media Estimates](https://knowledgebase.counta.com/knowledge/media?hsLang=en#media-estimates)
- [Accounting](https://knowledgebase.counta.com/knowledge/accounting?hsLang=en#main-content)

    - [General Ledger Accounts](https://knowledgebase.counta.com/knowledge/accounting?hsLang=en#general-ledger-accounts)
    - [Receivables](https://knowledgebase.counta.com/knowledge/accounting?hsLang=en#receivables)
    - [Payables](https://knowledgebase.counta.com/knowledge/accounting?hsLang=en#payables)
    - [Revenue Tool](https://knowledgebase.counta.com/knowledge/accounting?hsLang=en#revenue-tool)
    - [General Ledger](https://knowledgebase.counta.com/knowledge/accounting?hsLang=en#general-ledger)
    - [Budgets](https://knowledgebase.counta.com/knowledge/accounting?hsLang=en#budgets)
    - [Prepayments](https://knowledgebase.counta.com/knowledge/accounting?hsLang=en#prepayments)
- [Master Files](https://knowledgebase.counta.com/knowledge/master-files?hsLang=en#main-content)

    - [Prospects](https://knowledgebase.counta.com/knowledge/master-files?hsLang=en#prospects)
    - [Clients](https://knowledgebase.counta.com/knowledge/master-files?hsLang=en#clients)
    - [Employees](https://knowledgebase.counta.com/knowledge/master-files?hsLang=en#employees)
    - [Task Types](https://knowledgebase.counta.com/knowledge/master-files?hsLang=en#task-types)
    - [Suppliers](https://knowledgebase.counta.com/knowledge/master-files?hsLang=en#suppliers)
    - [Contacts](https://knowledgebase.counta.com/knowledge/master-files?hsLang=en#contacts)
    - [Update](https://knowledgebase.counta.com/knowledge/master-files?hsLang=en#update)
- [Setup Files](https://knowledgebase.counta.com/knowledge/setup-files?hsLang=en#main-content)

    - [Report Setup](https://knowledgebase.counta.com/knowledge/setup-files?hsLang=en#report-setup)
    - [Set Up Options](https://knowledgebase.counta.com/knowledge/setup-files?hsLang=en#set-up-options)
    - [User Access Groups](https://knowledgebase.counta.com/knowledge/setup-files?hsLang=en#user-access-groups)
    - [Currencies](https://knowledgebase.counta.com/knowledge/setup-files?hsLang=en#currencies)
    - [Tax Codes](https://knowledgebase.counta.com/knowledge/setup-files?hsLang=en#tax-codes)
    - [Withholding Tax Codes](https://knowledgebase.counta.com/knowledge/setup-files?hsLang=en#withholding-tax-codes)
    - [Bank Feed](https://knowledgebase.counta.com/knowledge/setup-files?hsLang=en#bank-feed)
    - [Custom Codes](https://knowledgebase.counta.com/knowledge/setup-files?hsLang=en#custom-codes)
    - [Approval & Posting Settings](https://knowledgebase.counta.com/knowledge/setup-files?hsLang=en#approval-posting-settings)
    - [Custom Data](https://knowledgebase.counta.com/knowledge/setup-files?hsLang=en#custom-data)
    - [Office](https://knowledgebase.counta.com/knowledge/setup-files?hsLang=en#office)
    - [Company Settings](https://knowledgebase.counta.com/knowledge/setup-files?hsLang=en#company-settings)
- [Setup Options](https://knowledgebase.counta.com/knowledge/setup-options?hsLang=en#main-content)

    - [Accounting Options](https://knowledgebase.counta.com/knowledge/setup-options?hsLang=en#accounting-options)
    - [General Options](https://knowledgebase.counta.com/knowledge/setup-options?hsLang=en#general-options)
    - [Report Setup](https://knowledgebase.counta.com/knowledge/setup-options?hsLang=en#report-setup)
    - [Other Options](https://knowledgebase.counta.com/knowledge/setup-options?hsLang=en#other-options)
    - [Timesheet Options](https://knowledgebase.counta.com/knowledge/setup-options?hsLang=en#timesheet-options)
    - [Currencies](https://knowledgebase.counta.com/knowledge/setup-options?hsLang=en#currencies)
- [General Ledger](https://knowledgebase.counta.com/knowledge/general-ledger?hsLang=en#main-content)

    - [Journals](https://knowledgebase.counta.com/knowledge/general-ledger?hsLang=en#journals)
    - [General Ledger Accounts](https://knowledgebase.counta.com/knowledge/general-ledger?hsLang=en#general-ledger-accounts)
    - [General Ledger Reports](https://knowledgebase.counta.com/knowledge/general-ledger?hsLang=en#general-ledger-reports)
    - [Bank Reconciliation](https://knowledgebase.counta.com/knowledge/general-ledger?hsLang=en#bank-reconciliation)
    - [WIP Take Ups](https://knowledgebase.counta.com/knowledge/general-ledger?hsLang=en#wip-take-ups)
    - [Retainers](https://knowledgebase.counta.com/knowledge/general-ledger?hsLang=en#retainers)
    - [FX Revaluations](https://knowledgebase.counta.com/knowledge/general-ledger?hsLang=en#fx-revaluations)
    - [Fixed Assets](https://knowledgebase.counta.com/knowledge/general-ledger?hsLang=en#fixed-assets)
    - [General Ledger Setup & Postings](https://knowledgebase.counta.com/knowledge/general-ledger?hsLang=en#general-ledger-setup-postings)
    - [Posting Options](https://knowledgebase.counta.com/knowledge/general-ledger?hsLang=en#posting-options)
- [Revenue Recognition and Tools](https://knowledgebase.counta.com/knowledge/revenue-recognition-and-tools?hsLang=en#main-content)

    - [Accrued Revenue](https://knowledgebase.counta.com/knowledge/revenue-recognition-and-tools?hsLang=en#accrued-revenue)
    - [Deferred Revenue](https://knowledgebase.counta.com/knowledge/revenue-recognition-and-tools?hsLang=en#deferred-revenue)
    - [Revenue Recognition](https://knowledgebase.counta.com/knowledge/revenue-recognition-and-tools?hsLang=en#revenue-recognition)
- [Receivables](https://knowledgebase.counta.com/knowledge/receivables?hsLang=en#main-content)

    - [Production Invoices](https://knowledgebase.counta.com/knowledge/receivables?hsLang=en#production-invoices)
    - [Receipts](https://knowledgebase.counta.com/knowledge/receivables?hsLang=en#receipts)
    - [Sundry Invoices](https://knowledgebase.counta.com/knowledge/receivables?hsLang=en#sundry-invoices)
    - [Reports](https://knowledgebase.counta.com/knowledge/receivables?hsLang=en#reports)
    - [Other](https://knowledgebase.counta.com/knowledge/receivables?hsLang=en#other)
    - [Client Summary Invoices](https://knowledgebase.counta.com/knowledge/receivables?hsLang=en#client-summary-invoices)
    - [Client Job Invoices](https://knowledgebase.counta.com/knowledge/receivables?hsLang=en#client-job-invoices)
- [Payables](https://knowledgebase.counta.com/knowledge/payables?hsLang=en#main-content)

    - [Supplier Invoices](https://knowledgebase.counta.com/knowledge/payables?hsLang=en#supplier-invoices)
    - [Payments](https://knowledgebase.counta.com/knowledge/payables?hsLang=en#payments)
    - [Reports](https://knowledgebase.counta.com/knowledge/payables?hsLang=en#reports)
    - [Incoming Supplier Invoices](https://knowledgebase.counta.com/knowledge/payables?hsLang=en#incoming-supplier-invoices)
    - [Talent](https://knowledgebase.counta.com/knowledge/payables?hsLang=en#talent)
- [Budgets & Forecasts](https://knowledgebase.counta.com/knowledge/budgets-forecasts?hsLang=en#main-content)

    - [Expense Budgets](https://knowledgebase.counta.com/knowledge/budgets-forecasts?hsLang=en#expense-budgets)
    - [Payroll Budgets](https://knowledgebase.counta.com/knowledge/budgets-forecasts?hsLang=en#payroll-budgets)
    - [Revenue Tracker](https://knowledgebase.counta.com/knowledge/budgets-forecasts?hsLang=en#revenue-tracker)
    - [Budgets](https://knowledgebase.counta.com/knowledge/budgets-forecasts?hsLang=en#budgets)
    - [Cashflow Budgets](https://knowledgebase.counta.com/knowledge/budgets-forecasts?hsLang=en#cashflow-budgets)
    - [Budget Setup](https://knowledgebase.counta.com/knowledge/budgets-forecasts?hsLang=en#budget-setup)
    - [Budget Reports](https://knowledgebase.counta.com/knowledge/budgets-forecasts?hsLang=en#budget-reports)
- [Training Packet](https://knowledgebase.counta.com/knowledge/training-packet?hsLang=en#main-content)

    - [Admin](https://knowledgebase.counta.com/knowledge/training-packet?hsLang=en#admin)
    - [MDM](https://knowledgebase.counta.com/knowledge/training-packet?hsLang=en#mdm)
    - [Time Management](https://knowledgebase.counta.com/knowledge/training-packet?hsLang=en#time-management)
    - [Expense Management](https://knowledgebase.counta.com/knowledge/training-packet?hsLang=en#expense-management)
    - [Job and Estimate Management](https://knowledgebase.counta.com/knowledge/training-packet?hsLang=en#job-and-estimate-management)
- [API & Integrations](https://knowledgebase.counta.com/knowledge/api-integrations?hsLang=en#main-content)

    - [Accountability API](https://knowledgebase.counta.com/knowledge/api-integrations?hsLang=en#accountability-api)
    - [Integrations](https://knowledgebase.counta.com/knowledge/api-integrations?hsLang=en#integrations)
    - [Plaid Integration](https://knowledgebase.counta.com/knowledge/api-integrations?hsLang=en#plaid-integration)
    - [Media Finance](https://knowledgebase.counta.com/knowledge/api-integrations?hsLang=en#media-finance)
    - [Payroll](https://knowledgebase.counta.com/knowledge/api-integrations?hsLang=en#payroll)
    - [Project Management](https://knowledgebase.counta.com/knowledge/api-integrations?hsLang=en#project-management)
    - [Open Banking Providers](https://knowledgebase.counta.com/knowledge/api-integrations?hsLang=en#open-banking-providers)
- [Reporting](https://knowledgebase.counta.com/knowledge/reporting?hsLang=en#main-content)

    - [Financial Statements](https://knowledgebase.counta.com/knowledge/reporting?hsLang=en#financial-statements)
    - [Client Profitability](https://knowledgebase.counta.com/knowledge/reporting?hsLang=en#client-profitability)
    - [Billings and Revenue](https://knowledgebase.counta.com/knowledge/reporting?hsLang=en#billings-and-revenue)
- [Sales](https://knowledgebase.counta.com/knowledge/sales?hsLang=en)
- [Media Finance](https://knowledgebase.counta.com/knowledge/media-finance?hsLang=en#main-content)

    - [Mediaocean Integration](https://knowledgebase.counta.com/knowledge/media-finance?hsLang=en#mediaocean-integration)
    - [Freewheel Integration](https://knowledgebase.counta.com/knowledge/media-finance?hsLang=en#freewheel-integration)
    - [Media Finance](https://knowledgebase.counta.com/knowledge/media-finance?hsLang=en#media-finance)
- [Intercompany](https://knowledgebase.counta.com/knowledge/intercompany?hsLang=en#main-content)

    - [Studio](https://knowledgebase.counta.com/knowledge/intercompany?hsLang=en#studio)
- [Talent Sponsorship](https://knowledgebase.counta.com/knowledge/talent-sponsorship?hsLang=en)
- [Taxes](https://knowledgebase.counta.com/knowledge/taxes?hsLang=en)
- [Implementation and Onboarding](https://knowledgebase.counta.com/knowledge/implementation-and-onboarding?hsLang=en)
- [Work In Progress (WIP)](https://knowledgebase.counta.com/knowledge/work-in-progress-wip?hsLang=en)
- [Expenses](https://knowledgebase.counta.com/knowledge/expenses?hsLang=en#main-content)

    - [Credit Cards](https://knowledgebase.counta.com/knowledge/expenses?hsLang=en#credit-cards)
- [Data Analysis](https://knowledgebase.counta.com/knowledge/data-analysis?hsLang=en)
- [AI](https://knowledgebase.counta.com/knowledge/ai?hsLang=en#main-content)

    - [MCP Servers](https://knowledgebase.counta.com/knowledge/ai?hsLang=en#mcp-servers)

[![Chill listening crop-3](https://knowledgebase.counta.com/hs-fs/hubfs/AccountAbility_logo_primary_fullcolor-2.png?width=150&height=24&name=AccountAbility_logo_primary_fullcolor-2.png "Chill listening crop-3")](http://www.counta.com)

Accountability 2026

Copyright © 2026, Accountability