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.

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: