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Reporting

Total Unbilled WIP on Billing Worksheet different to WIP Balance on other reports

The
Total unbilled WIP
  on the Billing Worksheet report should match the firm's
WIP balance
 on reports that display current WIP balances.
note
These reports include the Period Reconciliation, Work-in-Process Summary reports, and the WIP Recap PTD portlet on the
Firm Dashboard
.
If the
Total unbilled WIP
 on the Billing Worksheet differs from the
WIP balance
 on these reports, it means there are invoices that haven’t been posted in billing. This is because the WIP that is billed on an invoice is not reflected on the
Billing Worksheet
. This is the case even if the invoice is not billed while the
WIP balance
 on the reports is not relieved until the invoice is posted.

Determine and post any unposted invoices

  1. Select
    Actions
    , then
    Billing
    .
  2. Select the
    Review
     tab.
  3. Mark the
    Unapproved only
     and
    Unposted only
     checkboxes.
  4. Select
    X
     for the Filter item:
    Client ID
     to remove any filter.
    note
    The screen should now show all unposted invoices.
  5. Right-click and choose
    Select All
    .
  6. Select
    Post Selected
    .
    note
    • Your ID should appear in
      Approved by
       and
      Posted by
       for all invoices on the screen.
    • The invoices are now posted.
    • Total unbilled WIP
       on the
      Billing Worksheet
       should match the
      WIP balance
       on the WIP Summary and Period Reconciliation reports and the
      WIP Recap PTD
       portlet.

This article applies to:

  • Product: Practice CS
  • Subject: Reports

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