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Practice Manager only

Many practices produce the following WIP reports regularly (for example, at month–end) to review the current financial exposure of the practice and to monitor the status of client work, especially in preparation for billing.

Click Reports on the toolbar to open the Reports page and select the required report option from WIP on the TASKS bar.

WIP Tasks bar options

 

Report

Description

Total WIP Debtor Client Summary

On a client–by–client basis, the Total WIP Debtor Client Summary displays the practice’s financial exposure by listing the WIP and debtors amounts allocated to each client.

WIP Summary by Client

On a client–by–client basis, the WIP Summary by Client displays the charges, billed, written on/off and unbilled WIP by department, office and partner.

Aged WIP by Client

Includes WIP totals for each client, aged according to the date range specified.

Control Totals

This report displays the WIP and billing information between specified date ranges.