Work in Progress Client Breakdown Report

You can use this report to view a detailed breakdown of all jobs for a selected client. The total WIP is given at the bottom of the report. It is useful to print this report out at invoicing time and check your WIP transfers.

You can click the WIP Transfer link to transfer WIP from one job to another (to a new or existing job). This is a useful feature if you want to combine the WIP from separate jobs in one invoice. You can click the job link to open the Job Details page. Note that the Jobs – Transfer WIP security role is required.

If you like to analyze your jobs by activity code, select the Group by Activity Code from the Group by drop-down list and click Update. You can filter the report for a particular Period Ending date. If you have set up custom groups and filters for your firm, you can also filter the report by job-related firm groups, for example, by Job Location and Job Division. The header of the report reflects any filter selections you make. Click here to learn more about using reports.