Overview

The WIP report provides breakdown and summary options to view current 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 WIP report offers various filters and layout options to display the information that is most pertinent to your needs. This is the report to see the value of unbilled fees and expenses by client, matter, matter type, responsible lawyer, and/or bill type.

NOTE

By default, the WIP report only shows billable entries for Active matters. There is, however, an advanced configuration option to also display non-billable entries as well as inactive/closed matters. See Report Configuration Options section below for more information.

Accessing the WIP Report

The WIP report is located at Reports > Billing Reports.

Report Configuration Options

There are Basic options to quickly display report information. There are also Advanced options for more granular filters and layout options.

Basic

Filters

Date Range

This will set the range that the time/fee entries were created on.

For example, if you wanted to see the fee entries that were created in July but not yet billed you would enter 1 July in the first box and 31 July in the second.

Layout Options

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 is owing 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 is owing for each.

Show firm summary

The report will include a section which will show all fees and expenses entered within the date range that is still unbilled.

Advanced

Filters

The filters applied will combine to filter out results. For example, if you filter by the client 'Mrs Wilson' and the matter type 'Estate Planning' only WIP from the matters that are estate planning AND where Mrs Wilson is the client will be displayed.

Client	Only WIP for a matter where the nominated contact is the client will show in the report. You can add more than one contact to include WIP for matters where either of the contacts is the client.
Responsible lawyer	Only WIP for a matter where the nominated contact is the responsible lawyer will show in the report. You can add more than one contact to include WIP for matters where either of the contacts is the responsible lawyer.
Matter type	Only WIP for matters of the nominated type will show in the report. You can add more than one matter type at once.
Matter	Only WIP for the nominated matters will show in the report. You can add more than one matter to include WIP from any of the matters.
Billing arrangement	Only WIP entered against matters that are set to the nominated Billing arrangement will be included in the report. You can select more than one type.
Billing behavior	Only WIP entered with the nominated Billing arrangement will be included in the report. You can select more than one behavior.
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.
Include 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.

Layout Options

Show matter type summary	When switched on, the report will include a section which 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 which 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 which will show the WIP broken down by the Billing arrangement type for the matter it is assigned to.

Producing the WIP Report

On Screen (HTML)	Displays the report on the current screen.
PDF	Downloads the report in PDF format.
MS Excel	Downloads the report is xlsx format.

Understanding the Output of the WIP Report

NOTE

Using the three output options will generate the same information in the selected format. For the purposes of this explanation, we will use images from the On Screen (HTML) output.

Output Options (On Screen Only) and Header Information

Reload	This button will re-generate the report. This can be useful if changes are being made while viewing the report to see difference between before and after the changes.
Print	This will launch your browser's print dialog. The behavior and display of the dialog is dependent upon your browser and workstation settings.
Excel	Downloads the report in xlsx format.
PDF	Downloads the report in PDF format.
Show settings button	Displays the configuration options for the report. Once displayed, the configuration options can be hidden by selecting the Hide settings button.
Date range	Displays the date range, selected in the configuration options, for information displayed on the report.
Billing behavior	Displays the Billing behavior(s) selected in Advanced configuration options. This option is set to "Bill" by default.
Layout options	Displays which layout options have been selected in the configuration options.
Generated stamp	Displays the name of the user who generated the report, as well as the date the report was generated.
Addition header information	Additional header information is displayed when configuration options are selected. These can include: Client Responsible lawyer Matter Type Matter Billing arrangement Options

When generated, the report will have seven columns, one for the item, five that break down how historic the WIP is and a Total.

The purpose of the columns that break down how historic the WIP is will give insight into how long the WIP has been sitting on the mater and not been billed. The options are in days.

For each, you will see the total value of either the fees or the expenses in the number of hours that are unbilled and the value or amount of unbilled time.