The Aged WIP report provides a breakdown and summary options to view aged work in progress. The report displays values for fees and expenses (disbursements) that have yet to be billed. This is useful to see the amounts that can or will be billed in the future. The aged WIP report offers various filters and layout options to display the information that is most pertinent to your needs. This report shows the value of unbilled fees and expenses by a client, matter, matter type, responsible lawyer, and/or bill type.
Note: The report only shows the current unbilled WIP as at today's date. As an example, if I were to run the report on 5th August for the date ending 31st July - any WIP that has been billed between the 31st and the 5th will no longer show in the report. The best option for historical WIP reporting is to run the report at the end of every month to keep as a comparable.
Accessing the Aged WIP Report
|Timekeeper||Allows you to narrow down the report to show a specific timekeeper or leave at default to show all timekeepers.|
|Currency||Select the currency you wish to see the results for.|
Show matter summary - The report will 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 - The report will 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 - The report will include a section that will show all fees and expenses entered within the date range that are still unbilled.
Show timekeeper summary -The report will include all timekeepers that have WIP entered within the date range that is still unbilled.
|Include inactive/closed matters||When switched on, any matter that is inactive or closed but has unbilled WIP on it will be included in the report.|
|Inculde entries confirmed as non-billable||When switched on, any time/fee entries that have been entered as non-billable will still be included in the report.|
Show matter type summary - When switched on, the report will include a section that will show the WIP broken down by what type of matter it is associated with.
Show responsible lawyer summary - When switched on, the report will include a section that will show the WIP broken down by the responsible lawyer for the matter it is associated with.
Show bill type summary - When switched on, the report will include a section that will show the WIP broken down by the Billing arrangement type for the matter it is assigned to.
Note: It is not possible to change the date groups of the report. These date groups are preset and cannot be adjusted.
|On screen (HTML) ||This option displays the report results on your current screen|
|This option launches a print dialog from a PDF version of the report. To download as PDF, select Save as PDF in the Print > Destination dropdown on the print dialog screen.|
|MS Excel ||This option downloads an xlsx, MS Excel, file to your computer. This is a great option to perform further calculations in a spreadsheet format.|
|Save XLSX file to a matter |
|Save PDF file to a matter|
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