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A detailed breakdown of WIP is shown on the screen when you are creating a bill for a client. There are a number of ways to analyse WIP before billing.

To view Client WIP

  1. Click AO-GS-Button-Contacts-small.png to open the Find Clients page.

  2. Select the client you are interested in.

  3. Select WIP enquiry from the Tasks bar. The WIP Enquiry page opens and lists the WIP entries for the selected client.

This page allows you to group by job year (description).

To list clients with unbilled WIP balances
  1. Click AO-GS-Button-PracticeKPI.png. The Practice Manager page opens.
  2. Select Partner/Manager from the drop-down at Select the Practice Manager view.
  3. Double-click the Aged WIP graph. The Aged WIP page opens listing clients with aged WIP. The clients that are listed depends on whether you clicked:

  • the white area surrounding the Aged WIP graph to list all clients with aged WIP, or

  • an age band column in the graph to list clients that have aged WIP in that age band.

    If you want to create a bill for a listed client:

    1. Select the row containing the relevant client.
    2. Click Billing Wizard in the Tasks bar. If you click the Client name, the Client page opens.
 
Related topics
 
practiceSolutionsHelp
Accountants and Partners
Practice Manager
AE Practice Manager (AU)
AE Practice Manager (NZ)
AO Practice Manager (AU)
AO Practice Manager (NZ)
Australia
New Zealand

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  Using MYOB AO

  Clients

  Recording time & disbursements

  Using Jobs

  Bills

  Debtors

  Reporting

 

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  Tax Manager (NZ)

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