Set up WIP and A/R limits for clients

Use these steps to specify a limit to not be exceeded for WIP and Accounts Receivable balances.

Select Setup
, then select Clients
.

Select Edit
.

In the WIP Limit
field, enter a dollar amount for the maximum outstanding WIP for the client.

In the A/R Limit
field, enter a dollar amount for the maximum outstanding receipts for the client.

tip

You can add these fields to most reports, like the Billing Worksheet to review before billing the client.

You can also set up notifications to alert staff when the WIP or A/R limit is exceeded.

Select Setup
, Firm
, then Notifications
.

In the Client / Monitored Event
section, mark the The A/R Limit was exceeded
or the The WIP Limit was exceeded
checkboxes.

For each item turned on, select one or more staff to be notified: a specific staff member, the Client's Partner, or the Client's Manager.

Choose whether the notification should be sent by email in addition to the on-screen notification.

This article applies to: