Viewing WIP summary by client or assignment

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Overview

Before raising a bill for a client you will most likely want to review the status of their WIP

Ways you can view WIP for a client

You can view a client's WIP in a number of ways and from a number of places in CCH Practice Management. One easy check is to open the Enquiry window, which gives you the total balance and breakdown for the selected client or assignment. This is accessed from the Current Outstanding WIP Current Outstanding WIP button button on any Client page > Assignments tab, and the WIP Enquiry button that is available on the Task Bar of any Assignment page > WIP tab. From here you can group the WIP transactions to suit your purposes, and print the information as a report.

NOTE

The Enquiry window that appears from the Assignment page is identical to the one opened from within the Assignment tab in the Client window. The only difference is that one shows a single assignment breakdown of WIP as opposed to all assignments for that client.

View WIP Summary for a client

  1. Open the Client page for the client you want to view WIP for and then click the Assignment tab.

  2. Click the Current Outstanding WIP Current Outstanding WIP button button on the toolbar.
    The Client Assignment Enquiry window is displayed listing all the time and expense transactions as yet unbilled for the client.

  3. To apply grouping, click and drag the column heading that you want to group by to the grey Group area above the transactions.Grouping Transaction Items, examples 1 and 2

  4. To print the information, click the Print button.

  5. In the Print window, enter a title for the information in the Page Header field or accept the default heading.

  6. Click the Options button to make further print decisions and then click OK.

  7. Click OK in the Client Assignment Enquiry window to close it.

View WIP Summary for a single assignment

  1. Open the Assignment page for the assignment you want to view WIP for.

  2. Click the WIP Enquiry button on the Task Bar,Current Outstanding WIP button.
    The Assignment Enquiry window is displayed listing all the time and expenses transactions as yet unbilled for the selected assignment.

  3. To apply grouping, click and drag the column heading that you want to group by to the grey Group area above the transactions. See the image above for an example..

  4. To print the information, click the Print button.

  5. In the Print window, enter a title for the information in the Page Header field or accept the default heading.

  6. Click the Options button to make further print decisions and then click OK.

  7. Click OK in the Client Assignment Enquiry window to close it.

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