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Viewing WIP status

Accountants Enterprise with Practice Manager only

Before raising a bill for a client you can review the status of their WIP. You can do this in a number of ways and from a number of places:

 Homepage
  •  homepage view, you can list your Top Ten WIP clients on your homepage and click any client in the list to go to that client’s Home tab. From there you can view their WIP.

  • The

Client page >
  • Assignments tab on the client page provides a basic WIP summary for each assignment and access to financial information relating to the assignments, including unposted and unbilled WIP amounts. You can click an assignment in the list to access detailed WIP information, history and billing potential. Prebilling Report options on the

Tasks
  • TASKS bar enable you to generate a number of reports.

  • On the

Client page
  • client page, click the WIP enquiry option on the

Tasks
Tasks
  • TASKS bar to print the WIP entries.

  • Select an assignment from the

Client page >
  • Assignments tab on the client page to open the WIP tab on the Assignment Details page

> WIP tab
  • and view a breakdown of the WIP amount for the selected assignment.

Related topics

Viewing client WIP

Viewing Aged WIP

Prebilling reports

Practice WIP reports

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Viewing client WIP

Viewing Aged WIP

Prebilling reports and detailed WIP reports for clients

Practice WIP reports