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Work in Process Summary report

The Work-in-Process Summary report combines both recap and aging information to give an overview or summary of the status of Work in Process.

View and print the report

Select
File
,
Print Reports
,
Work-in-Process Summary
, then
Select
.

Information on the report

Information on this report helps you find out:
  • How much unbilled time and expenses the firm had at the beginning of the period?
  • How much was added?
  • How much was removed by billing?
  • The balance at the end of the period (recap).
  • How many periods old your unbilled time and expenses are (aging)?
Information on the report includes:
  • ID, Name/Description:
     ID and names of items you've selected for grouping the report.
  • Beg Bal:
     Amount of unbilled time and expenses at the beginning of the day for the 1st day of the date range.
  • Produced:
     Amount of time and expenses entered with a date within the date range.
  • Billed:
     The billed amount of time and expenses that were billed during the date range.
  • Billing Adj:
     The difference between the standard extended amount and the billed amount.
  • Progress:
     Because progress billing is for time and expenses not yet incurred, it's accounted for in a separate column.
  • End Bal:
     The ending balance is equal to the total of the aging amounts. Ending balance = Beginning Balance + (Produced - Billed) + (Billing Adjustments - Progress).
Columns with dates in the heading show agings for time and expenses unbilled as of midnight on the last day of the date range. The Current column shows time and expenses with a date in the current period. The remaining columns show unbilled time and expenses with dates that were 1, 2, 3, or 4 or more periods or older.

Security permissions for reports

When you enable security permissions for a report on the
Security Groups setup
 screen, Practice CS may also give access to view the data available on the report. Also, when you remove the permission to view data, Practice CS may also remove access to related reports.
Go to the
Privileges changed
 pane on the
Security Groups setup
 screen to check which permission changes Practice CS has made after you enable access to a report.
For this report, if you've not enabled permissions for the
Menu, Setup Menu, Clients, View
 security option, Practice CS will enable full access to it.
If your firm has multiple offices, you may want to remove permissions to information for other offices.

This article applies to:

  • Product: Practice CS
  • Subject: Reports