Viewing client WIP

Last modified 08:04, 24 Apr 2017

Overview

The analysis of unposted as well as unbilled client WIP in the practice allows you to make informed billings decisions. Regular analysis of WIP in this way ensures that the unbilled WIP amount in the practice is kept to a minimum. It also prevents WIP mounting up for your clients as you can easily see when it is timely to bill them.

WIP and Debtors Process

The analysis of unposted as well as unbilled client WIP in the practice allows you to make informed billings decisions. Regular analysis of WIP in this way ensures that the unbilled WIP amount in the practice is kept to a minimum. It also prevents WIP mounting up for your clients as you can easily see when it is timely to bill them.

The diagram below illustrates what happens to a client's WIP and debtors amounts as they progress through the billing process.

WIP and Debtors process

Viewing WIP

Before raising a bill for a client you will most likely want to review the status of their WIP. You can do this in a number of ways and from a number of places:

  • If you have the Practice or Partner Home Page view, you can view your Top Ten WIP clients your homepage and click any client in the list to jump straight to the client's Home tab. From here you can see an overview of their WIP.

  • From the Client page > Assignment tab which provides a basic WIP summary for each assignment and access to financial information relating to the assignments, including unposted and unbilled WIP amounts. Additionally, you can generate a number of reports using buttons available on the Assignments tab tool bar. For a quick overview of a client’s WIP exposure, simply select the Show Totals check box on this tab to display both the unposted and unbilled WIP for each of the client’s assignments. From here you can click an assignment in the list to access detailed WIP information, history and billing potential.

  • Click the Current Outstanding WIP button Current Outstanding WIP button on the Client page > Assignments tab to access the Client Assignment Enquiry page. This provides a detailed list of the outstanding unbilled WIP entries for the client. You can group and reorder the entries from here by clicking on the column headings or dragging them to the grey area to group by that field. Click the Print button to print the WIP entries.
    The same page can be accessed for an individual assignment by clicking the WIP Enquiry button on the Task Bar of the Assignment Details page.

  • From the Assignment Details page > WIP tab which provides a breakdown of the WIP amount for the selected assignment.

PreBilling Reports

PreBilling reports are used when a practice wants to see a printed report of the work that has been done up to a specified date for a client. A practice may use a prebilling report as the basis of the invoice raised for a client, or as an alternative to making their allocations directly in the billing screen.

There are four prebilling reports available. You can access these from either the Assignment tab of the Client page or the WIP tab of the Assignment page.

Click one of the PreBilling... buttons according to how you want the client's WIP categorised:

  • for a report categorised by type, click the PreBilling Report by Type PreBilling Report by Type button button. This report is ordered by the task codes that the employees used when entering the timesheets for the individual client. This is useful when there may be a few people working on the assignments.

  • for a report categorised by employees, click the PreBilling Report by Employee PreBilling Report by Employee button button. This report is ordered by the employee who entered the time for the individual client, and then by task code.

  • for a report categorised by month, click the PreBilling Report by Month File:dirname/pm/090_Billing/170_Viewing+client+WIP/Assignments_-_PreBilling_Report_by_Month_button.gif  This report is ordered by the months in which time was entered for the individual client. It is useful for practices that bill on a monthly basis or to ensure that there is no old WIP on the WIP ledger which should be written off.

  • for a report categorised by group, click the PreBilling Report by Group File:dirname/pm/090_Billing/170_Viewing+client+WIP/Assignments_-_PreBilling_by_Group_button.gif button. This is used to show the parent/child clients in a billing group to show the total WIP liability for a group of clients.

Practice WIP reports

Many practices produce the following WIP reports on a regular basis (for example, at month–end) to review the current financial exposure of the practice and to monitor the status of client work, especially in preparation for billing. These reports are available from within a number of different Categories under the Report menu in the main CCH Practice Management back office window.

 

Report Type

Description

Total WIP Debtor Client Summary

On a client–by–client basis, this report shows the practice’s financial exposure by listing the WIP and debtors amounts allocated to each client.

WIP Summary by Client

On a client–by–client basis, this report shows the Charges, Billed, Written On/Off and UnBilled WIP by Department, Office and Partner.

Aged WIP by Partner

Includes Work in Progress (WIP) totals for each client, aged according to the date range specified.

Control Totals

Displays the WIP and billing information between specified date ranges.

 

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