View your WIP and edit WIP items

Workflow and Resource Manager OR Firm - WIP and Profitability OR WIP Center - View Only OR WIP Center - View, Add and Edit

WIP can also be viewed and managed from the Actions Menu within the WIP Center.

  1. Click View WIP on a Job Details page.

The View WIP window shows the job details and a grid that lists the WIP items for the job. e.g Timesheets, Invoices etc. From here you can:

Click on the row of the required WIP item - the Edit WIP Item window displays.

  1. What you see and can edit depends on how the WIP item was created.
  2. You may be able to delete a WIP item, edit the resource and reason, add or delete allocations and edit invoice WIP items.

You can edit the resource who is assigned to the write-off or write-on transaction.

On the Edit WIP Item window:

  1. Select the required resource (user) from the Resource list.
  2. By default the resource who is currently assigned to the transaction is selected. If the transaction is assigned to the firm, the resource selection is None.
  3. The alphabetical list displays all users who are active.
  4. Edit the Reason assigned to the transaction, if required.
  5. Click Save - the View WIP page updates with any changes.

You can add an allocation to a WIP item if it has an unallocated amount. If the amount is 0.00, the Add Allocations button will not display.

On the Edit WIP Item window:

  1. Click Add Allocation.
  2. The Add Allocation window displays, showing you the available WIP items (debit or credit, depending on item being edited) that can be allocated to the WIP item.
  3. At the top right of the window is the Amount still to allocate. This will start at the total unallocated from the previous window and reduce as the rows are selected.
  4. You can use the shortcut provided by the Allocate Automatically to list or manually select the WIP items to allocate to the unallocated amount.
  5. Once the unallocated amount reaches 0.00, no more rows will be allocated, unless you clear a check box and select another.
  6. Use the Allocate Automatically to list to automatically allocate the amount to the Oldest WIP items or Newest WIP items, then click Apply.
  7. Click Save.
  8. You can save the form even if the unallocated total is not 0.00. 
  9. The allocations are made and you are taken back to the Edit WIP Item window, where the new allocations appear in the grid.
  10. Click Save to return to the View WIP window.

On the Edit WIP Item window:

  1. Select the check box of the allocations you wish to delete.
  2. Click Delete Allocations. The WIP item will now show an unallocated amount that can be allocated to other WIP items.

When WIP items are included on an Invoice, they are allocated to the Invoice transaction, and these allocations cannot be deleted (as below). The allocation is only removed when the job is removed from the invoice. 

If the WIP item or Invoice transactions have an unallocated amount left, that amount can be allocated manually as detailed under Add Allocations.

WIP Center - Delete Transactions

You can only delete the write-on or write-off WIP transactions on this screen.

  1. Click View WIP.
  2. Click the Delete button  at the end of the required row, then click Yes.
See Also:

Use the Actions menu

Use the Work in Progress area

Use the job details page