Jobs with High WIP Balance
Provides a job list where unbilled work has accumulated to significant amounts.
Report View Options:
Firm View: All high WIP jobs
My Own as Job Manager: High WIP in managed jobs
My Own as Job Partner: High WIP in partnered jobs
My Own as Client Manager: High WIP for managed clients
My Own as Client Partner: High WIP for partnered clients
My Own as Team Member: User’s own High WIP Balance based on their timesheets
My Own as Team Manager: High WIP in team's jobs
Columns:
Client Group
Client Name
Client Partner
Client Manager
Job ID
Job Manager
Job URL
WIP Balance
Threshold meaning:
Setting a dollar value threshold (e.g. $5,000) will send alerts when any job’s unbilled work exceeds this amount.
WIP Balance
Tracks your total unbilled work across all clients.
Report View Options:
Firm View: All WIP balances
My Own as Job Manager: WIP for managed jobs
My Own as Job Partner: WIP for partnered jobs
My Own as Client Manager: WIP for managed clients
My Own as Client Partner: WIP for partnered clients
My Own as Team Member: User’s own WIP based on their timesheets
My Own as Team Manager: WIP for team's jobs
Columns:
Client Group
Client Name
Client Partner
Client Manager
Job ID
Job Manager
Job URL
WIP Balance
Threshold meaning:
This Report will provide a recurring setup to receive WIP Balance updates at a specific time interval or period.
WIP Movement
Provides a report on the net change in the WIP Balance over a specific period.
Report View Options:
Firm View: All WIP movements
My Own as Job Manager: WIP movement in managed jobs
My Own as Job Partner: WIP movement in partnered jobs
My Own as Client Manager: WIP movement for managed clients
My Own as Client Partner: WIP movement for partnered clients
My Own as Team Member: User’s own WIP Movement based on their timesheets
My Own as Team Manager: WIP movement in team's jobs
Columns:
Client Group
Client Name
Client Partner
Client Manager
Job ID
Job Manager
Job URL
WIP Open
WIP Added
WIP Billing
Write Ons/Offs
WIP Close
Threshold meaning:
This Report will provide a recurring setup to receive WIP Movement updates at a specific time interval or period.
WIP Aging
Provides a report to track how long work remains unbilled.
Report View Options:
Firm View: All aged WIP
My Own as Job Manager: Aged WIP in managed jobs
My Own as Job Partner: Aged WIP in partnered jobs
My Own as Client Manager: Aged WIP for managed clients
My Own as Client Partner: Aged WIP for partnered clients
My Own as Team Member: User’s own Aged WIP based on their timesheets
My Own as Team Manager: Aged WIP in team's jobs
Columns:
Client Group
Client Name
Client Partner
Client Manager
Job ID
Job Manager
Job URL
WIP Balance
Aged WIP
Threshold meaning:
Set age threshold for unbilled work (e.g. 30, 60, 90 days) and receive alerts when WIP ages at these points.