Outstanding WIP Report

The Outstanding WIP Report screen is divided into two sections; System Parameters and User Parameters. In the System Parameters section, the user must specify details for the format of the report; in the User Parameters section, the user must specify details pertaining to the content of the report. For general information on running reports and on defining System Parameters, please refer to the Running Reports help document.

Report Description

The Outstanding WIP Report is generated according to a user specified Office, range of Departments, type and range of Timekeepers, and a specific Accounting Month and Year. The report displays Outstanding WIP information for all Matters associated with each Responsible Timekeeper (i.e. only one Timekeeper is shown per page). For each Client/Matter, the following is displayed: Client Number and Name, Matter Number and Name, Unbilled Hours, Unbilled Fees, and Unbilled Disbursements.

Totals are presented per Timekeeper, per Office, per Department, and for the report as a whole. Client/Matters carrying a zero WIP balance will not be displayed in this report.

User Parameters

User Parameters

Show Office/Dept
The user must specify whether or not the names of the Offices and Departments will be displayed in the report (i.e. will the information be displayed by Office/Department, or just by Timekeeper). To show Office/Department names, the user must select "Y" (Yes); to not show Office/Department names, the user must select "N" (No). This field defaults to the "N" option.

Office
From the list provided, the user must select the Office for which the report will be produced. The names of all Offices associated with your Firm will be displayed in the list. To include all Offices in the report, the user must select the "Select All" option. This field defaults to the Select All option.

Start Department, End Department
From the lists provided, the user must select the range of Departments to be included in the report. The names of all Departments associated with your Firm will be displayed in the list. The user also has the option to manually enter the unique identifiers of the Departments. To include all Departments in the report, the user must select the "Select All" option in both fields. These fields default to the Select All options.

Timekeeper Type
From the list provided, the user must select the type of Timekeeper for which the report will be produced. Valid options are Responsible Timekeepers and Working Timekeepers. This field defaults to the Responsible Timekeeper option.

Start Timekeeper, End Timekeeper
From the lists provided, the user must select the range of Timekeepers for whom the report will be produced. The user also has the option to manually enter the unique identifiers for the Timekeepers. These fields default to the first and last Timekeepers in the list.

Accounting Month, Accounting Year
The user must manually enter the Accounting Month and Year for which the report will be generated. All Outstanding WIP information up to and including the specified date will be included in the report. These fields default to the current Accounting Period.

Include Closed Matters
To include in the report information regarding Matters that have been marked as "Hard Closed", the user must select the "Y" (i.e. Yes) option from the list provided. To not include in the report information regarding Matters that have been marked as "Hard Closed", the user must select the "N" (i.e. No) option from the list provided. This field defaults to "N".

Order By
From the list provided, the user must select the way in which report information will be ordered. Valid options are ordered by Timekeeper Number, or ordered by Timekeeper Name. This field defaults to the Timekeeper Number option.