The WIP Enquiry window

Last modified 08:04, 24 Apr 2017

Overview

The Current Outstanding WIP  button in the Assignment tab of the Client window opens the Client Assignment Enquiry window, which gives you the total WIP balance and the breakdown of that total by assignment and task code. The WIP Enquiry button on the Task Bar of the Assignment page also displays the Enquiry window, but when accessed from here it displays only the WIP items for the selected assignment.

View WIP details

For each WIP entry for the client, the Client Assignment Enquiry window shows you the:

  • Date

  • Employee

  • Assignment

  • Code – this tells you whether the item is a time entry, expenses, estimate or miscellaneous charge

  • Units

  • Hours

  • Standard Charge

  • Charge

  • Posted WIP (unbilled).

To view any comments added by the employee when entering the WIP item, select the Show Comments check box.

The total amounts for the client are displayed in the totals fields at the bottom of the window.

Grouping

Within the Enquiry window you can organise the WIP transaction display to suit your viewing purposes.

You can order the list by clicking on a column heading to sort by that column.

You can also choose how the WIP items are displayed in the page by using the grouping feature. Simply drag one or more of the available column headings into the grey Group area at the top of the page. This will group the WIP by the headings you have selected.

For example, you may want to view the client's WIP by employee rather than have all the client's WIP items listed individually on the page.

You can group by one or more column headings. Here is an example:

Printing

Click the Print button to open the Print window where you can enter a title for the information and specify print requirements.

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