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Practice Manager only

Before raising a bill for a client you can review the status of their WIP. This can be done in several ways and from several places.

The easiest way is to:

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In MYOB AE, the WIP Enquiry page that opens from the Assignment Details page is identical to that opened from the Assignments tab on the client page. The first shows a single assignment breakdown of WIP, whereas the second shows all assignments for that client.

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titleTo view the WIP summary for a single assignment (AE)
  1. Open the Assignment Details page for the assignment for which you want to view the WIP. See Finding and opening assignments.

  2. Click WIP enquiry on the TASKS bar. The Assignment Enquiry window opens listing all the time and expense transactions as yet unbilled for the selected assignment.

  3. Group the transactions. See Organising your data. The order of the transactions resets to reflect the grouping.

  4. Click Print on the TASKS bar. The Print Assignment Enquiry window opens.

  5. Enter a title in the Page Header Center field or accept the default heading.

  6. Click Options to make further print decisions.

  7. Click Print to print or Preview to preview the information.

  8. Close the Print Assignment Enquiry window.

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titleTo view the WIP summary for a client
  1. Find and open a client whose WIP you want to view. See Finding and opening a client.
  2. Click WIP enquiry on the TASKS bar. The WIP Enquiry page for the client opens listing all the time and expense transactions as yet unbilled.

  3. Group the transactions. See Organising your data. The order of the transactions resets to reflect the grouping.

  4. Click Print on the TASKS bar. The Print — WIP Enquiry window opens.

  5. Enter a title in the Page Header Center field or accept the default heading.

  6. Click Options to make further print decisions.

  7. Click Print to print or Preview to preview the information.

  8. Click OK or Close.

  9. Click OK. The WIP Enquiry page for the client closes.

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The WIP Enquiry page

(AO) Finding and opening a client(AE) Finding and opening clients and contacts

(AE) Finding and opening assignments

WIP and debtors

Viewing client WIP

Billing