Practice Management Support

WIP reports comparison: WIP Reconciliation to Historic WIP

WIP reports, such as
WIP by Client
 and
WIP Summary — Client
 are live reports. They exclude WIP that you've written off, even if you've applied the write-off after the date range you select. By comparison, the
WIP reconciliation Report
 shows the figures as they were at the dates you select.
Historic WIP
 reports show the actual amount of WIP outstanding at the end of the day you select, so that you can compare this to your closing balance on the
WIP Reconciliation
 report.
You can also compare the opening balance on the
WIP Reconciliation
 report to the
Historic WIP
 report for the end of the day before. For example, if you run the
WIP Reconciliation
 report for the period 1 August to 31 August, the
Historic WIP
 report for 31 July will equal the opening amount and the
Historic WIP
 report for 31 August will equal the closing balance.

This article applies to:

  • Product: Digita Practice Management
  • Subject: Reports