Aged WIP Report

In this article:

• Brief Description 
• Use Cases 
• Finding and Using the Report  
• Available Filters 
• Report Output 

Brief Description 

The Aged WIP report shows you your aged work in progress. The report displays both fees and expenses (disbursements) that have yet to be billed. Specifically, it shows the value of unbilled fees and expenses by a client, matter, matter type, responsible lawyer, and/or bill type. 

Use Cases 

Use this report to see the amounts that can or will be billed in the future. 

Finding and Using the Report  

• In Actionstep, go to Reports > Billing > General. 

Then, refer to these articles for help generating and saving reports for future use:

• Reporting Overview
• Generating a Report
• Saving a Report Configuration

Available Filters 

Basic Tab 

• Date range: Enter the dates you want covered in the report. For example, to see the fee entries that were created in July but not yet billed, enter 1 July in the first box and 31 July in the second.  
• Timekeeper: Choose the specific timekeepers you want included in the report.  
• Currency (only displayed if you have multi-currency enabled): Select the currency for which to run the report. Only invoices of the selected currency will be displayed. 
• Show matter summary: Toggle this option to on to include all the matters that have WIP entered within the date range that is still unbilled and will detail how much in fees and expenses are owed for each. 
• Show client summary: Toggle this option to on to include all the clients that have WIP entered within the date range that is still unbilled and will detail how much in fees and expenses are owed for each.  
• Show firm summary: Toggle this option to on to include a section that will show all fees and expenses entered within the date range that are still unbilled. 
• Show timekeeper summary: Toggle this option to on to include all timekeepers that have WIP entered within the date range that is still unbilled. 

Advanced Tab 

• Client: Select the clients you want included in the report. 
• Responsible lawyer: Select the responsible lawyers you want included in the report. 
• Matter type: Select the matter types you want included in the report. 
• Matter: Select the matters you want included in the report. 
• Billing arrangement: Select the billing arrangements (hourly and/or fixed fee) you want included in the report. 
• Billing behavior: Select the billing behaviors (bill, hide, and charge) you want included in the report. 
• Limit to matters with a retainer: Toggle this option on to include only matters with retainers on them.   
• Include inactive/closed matters: Toggle this option to on to include any matter that is inactive or closed but has unbilled WIP in the report. 
• Include entries confirmed as non-billable: Toggle this option to on to include any time/fee entries entered as non-billable in the report. 
• Show matter type summary: Toggle this option to on to include a section in the report that will show the WIP broken down by what type of matter it is associated with.   
• Show responsible lawyer summary: Toggle this option to on to on to include a section in the report that will show the WIP broken down by the responsible lawyer for the matter it is associated with.  
• Show bill type summary: Toggle this option to on to include a section in the report that will show the WIP broken down by the Billing arrangement type for the matter it is assigned to. 

Report Output 

Depending on which layout options you selected for your report, this report can include multiple tables that show data specific to that report type and what information you elected to include in it.  

Each of these tables, however, shows WIP by hours and amount for different time periods (current, 31-60 days, 61-90 days, 91-120 days, and beyond 120 days).