Work in Progress Report
- Firm - View WIP and Profitability Information or;
- Invoicing - View, Add and Edit Invoices
This report displays a summary of the WIP amounts for individual clients, contact groups or billing groups (use the tabs to toggle between the information displayed). You can click the link to display the Work in Progress Client Breakdown Report or the Grouped Work in Progress Report where you can view a detailed breakdown of the selected client or group.
You can filter the report by Contact Partner, Contact Manager, Job Type and Period Ending. 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. You can also sort the data using the available Sort By options. The header of the report reflects any filter selections you make. Click here to learn more about using reports.
By Individual Client
By Contact Group
By Billing Group
