Use the Work in Progress area

WIP Center - View Only

The Work in Progress page opens by default on the Summary tab, where you can see a dashboard containing widgets displaying WIP data in various ways. You can click on the items in the widgets to drill down the WIP data on the next tabs.

If you expand the Filter Dashboard option you can use the filters to make the dashboard show specific WIP data.

WIP Center - View Only

The By Contact Group tab is where you can see a grid containing a list of your contact groups that have WIP balances. Beneath this list there is an All Other Clients section that displays the WIP for clients that do not belong to a contact group.

1. Click the Show button  beside a group name to view the clients in that group, along with their individual WIP balances.
2. Click the Show button  beside a client code to view the jobs that make up the WIP total for the client.
3. Jobs that have negative or positive WIP balances are displayed but jobs with 0.00 WIP are NOT displayed.
4. Any closed jobs are identified by gray font.
5. The job details you can see are:
6. Job - the job code, job type code and period end combined. Click the blue code link to open the job in a new tab.
7. Status - the current status of the job.
8. Budget - the budget set for the job. It will be blank if there is no budget set for the job.
9. Invoiced - the amount invoiced already for the job. Only finalized invoice totals are included and it will be blank if no invoiced amount exists for the job.
10. Current WIP Balance - the current WIP balance for the job. Click the blue link to open the View WIP screen. If there are any jobs with unallocated WIP credits, a red * displays next to the WIP balances of the job WIP, and the associated warning message displays in the information banner at the top of the page. This warning shows so you do not create an unwanted invoice, if an unallocated credit already exists on the job.
11. Hrs Alloc. - the hours allocated to the job. It will be blank if there are no allocated hours.
12. Hrs Work. - the hours worked so far on the job. It will be blank if there are no hours worked.
13. Variance - the difference between the allocated and worked hours on job. It will be blank if there are no allocated hours set for the job. If the variance is negative it is in red font.

WIP Center - View Only

1. Click Time and Billing > Work in Progress.
2. Click the By Individual Client tab to see a grid containing a list of your clients that have WIP balances.
3. Click the Show button  beside a client code to view the jobs that make up the WIP total for the client.
4. Jobs that have negative or positive WIP balances are displayed but jobs with 0.00 WIP are NOT displayed.
5. Any closed jobs are identified by grey font.
6. The job details you can see are explained above in the By Contact Group section.

WIP Center - View Only

Click Time and Billing > Work in Progress. At the top of each tab, below the search box, you can see a banner showing the total WIP for the rows that are currently showing in the grid. If the grid changes due to a search, the total will update to reflect the search result.

Example of the banner you see in the By Contact Group tab when no search has been applied:

Example of the banner you see in the By Individual Client tab when no search has been applied:

Example of the banner you see on either tab when a search is applied to the grid and the rows are reduced:

WIP Center - View Only

You can carry out a quick or detailed search of your WIP from either tab in the Work in Progress area.

1. Click Time and Billing > Work in Progress.
2. Click the required tab: By Contact Group or By Individual Client.
3. Conduct a quick search:
4. Type text in the search box. 
5. Press Enter - rows that match your search are displayed. 

   

4. Conduct a detailed search:
5. Click the Search button  to open the expanded search options. 
6. Filter your search by Contact Partner, Contact Manager, Job Type, and more. 
7. Click Search - rows that match your search are displayed. 

WIP Center - View Only

You can print three different WIP reports from within the Work in Progress area.

Print a Grouped Work in Progress report

1. Click Time and Billing > Work in Progress.
2. Click the By Contact Group tab.
3. Select the check box of the required contact group(s) - by default this will select all clients and all jobs in that group.
4. Use the Expand button  to expand the data in the grid and deselect some clients or jobs, if required.
5. Click Print WIP Report.
6. The Grouped WIP report opens.
7. The report has no filters available because the data is determined by the WIP grid contents and your selections.

Print a Work in Progress Client Breakdown report for a client

1. Click Time and Billing > Work in Progress.
2. Click the By Individual Client tab.
3. Select the check box of the required client(s).
4. Click Print WIP Report.
5. The Work in Progress Client Breakdown report opens, showing the WIP for all selected clients.
6. The report is relevant only to the client row grid on the By Individual Client tab, not the job grid (which has its own report).
7. You can click the Group by Activity Code check box, then click Update to rearrange the way the data is displayed.

Print a Work in Progress Client Breakdown report for a job

1. Click Time and Billing > Work in Progress
2. Click the required tab: By Contact Group or By Individual Client.
3. Use the Expand button  to expand the data in the grid and select the check box of the required job(s).
4. Click the Print WIP Report.
5. The Work in Progress Client Breakdown report for the client that the job grid belongs to is displayed.

Invoicing - View, Add and Edit Invoices; Invoicing - Add Simple Lines Invoicing - Add Discount Lines

You can create draft invoices in bulk from within this area, as an alternative to creating them individually using the actions menu or creating them on the Jobs to Invoice screen. If you have enabled the interim/progress text on job types setting, you have the option to create invoices with interim text.

Click here to learn how to create draft invoices in bulk.

Jobs - Close Jobs

You can close multiple jobs in bulk from within this area, as an alternative to closing them individually using the actions menu or closing them in the Jobs area.

1. Click Time and Billing > Work in Progress.
2. Click the required tab: By Contact Group or By Individual Client.
3. Use the Expand button  to expand the data in the grid and select the check box of the required job(s).
4. Click Close Jobs.

5. Set the Effective Closing Date.

6. Click Close Jobs.
7. There is no prompt for write-off or write-on using this method.
8. The jobs display in the grid in closed mode. That is with the grey font and strike-through.

WIP Center - View, Add and Edit transactions

1. Click Time and Billing > Work in Progress.
2. Click the required tab: By Contact Group or By Individual Client.
3. Use the Expand button  beside the required contact group or client to expand the data in the grid and view the jobs for that client.
4. Click the arrow beside Actions at the end of the required job row.
5. Proceed with one of these options:
6. View WIP
7. Add a write-off or write-on transaction
8. Transfer WIP
9. Close Job

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