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The WIP tab relates to details entered to the client from within the Time and Fees programmes.
To access the WIP / Fees summary:
Enter the Time or Fees Ledger.
Click Enquiries.
Click Client Summary.
The Client / WIP summary screen displays.
The following fields are available:
Type in the client identifier in the field provided, or select using the magnifying glass. For example, A001 for Mr Armitage.
Fees - displayed are detailed relating to postings entered within the Fees Ledger.
Latest Bill - displayed is the date of the last invoice that the practice has issued to the client. For example, 01/12/2002.
Latest receipt - displayed is the date of the last receipt that the practice has received from the client. For example, 04/12/2002.
Balance - displayed is the value of the clients current Fees Ledger balance. For example, £200 in this field will show that the client owes the practice £200.
Click the magnifying glass to display the client fees account. Click here for the topic.
Earliest
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Displayed is the period that the earliest Fees Ledger posting is still outstanding for the client. For example, an invoice still outstanding in 2002/12.
Click the magnifying glass to display the Fees Periods. Click here for the topic.
Displayed are details relating to the Time Ledger Work-in-Progress figures:
To view WIP figures staff members must have the staff allowance see WIP valuations of time' enabled.
Balance - the clients current outstanding WIP balance is displayed. For example, a WIP balance of £300 shows that time and expenses totalling £300 are still outstanding for the client.
Click the magnifying glass to display the WIP for client. Click here for the topic.
Current T& F jobs only - the 'current Time and Fees jobs only' option is used to filter the jobs in the window below, to exclude completed Time and Fees jobs. For example, the practice has worked on accounts for the client for three years; 2001, 2002 and is currently working on 2003. Enabling this option will only show the current job 2003.
Displayed are details of the jobs for the client.
The following details are available:
To details of WIP figures staff members must have the staff allowance see WIP valuations of time' enabled.
Jobs - the identifier of the job type is displayed. For example ACC for accounts. Either current jobs or all jobs can be displayed, as selected by the 'current T & F jobs only' option.
Description - the description of the job type is displayed. For example, Accounts Preparation.
WIP Balance - displayed is the current job WIP balance of the client. For example, job type Accounts has a WIP balance of £300.
Latest Bill - displayed are date and reference number of the last invoice that was posted to the job type. For example, if the client was invoice on the 17/11/2002 with a reference of INV001 and the invoice accounted for WIP on job accounts, the details will be shown within this column.
Billed - displayed is the value that the job type has been billed on the last invoice that was posted to the client. Click here for further details on billing job types.
Job - click to create a new job type, or view an existing job.
Budget - click to view details of the clients budget. A client budget can be used to monitor and evaluate the WIP charge, WIP costs and time spent on a client.
To view a client budget ensure the staff allowance 'can see practice and clients budgets' is set. To make amendments ensure the staff allowance 'Can set clients budgets' is set.
Controls - can be used to set the controls for the WIP and Fees Ledger.
Time Ledger controls includes blocking clients and client jobs, and setting premiums and discounts at client level. Click here for the topic.
To view WIP controls ensure either of the staff allowances 'Bar clients\jobs from Time Ledger postings', or 'set charge premiums/discounts' is enabled.
The Fees controls can be used to block clients, setting client paying status and whether the client is to receive a payment reminder or statement. Click here for the topic.
To view the Fees control options ensure the staff allowances 'can see clients payment status assessment etc' is enable. To alter these details ensure the staff allowance 'Can set client payment status assessment etc' is enabled.
To view Cross Billing relationships, or add to a cross billing relationship click Cross Billing. For example, if you invoice a partnership you can remove WIP is on various partners you can invoice.
S/O - click Standing orders to view or setup Fixed Fees invoices or standing order receipts agreements for clients.
Billing - click to post an invoice to a client using the on screen billing option.
Click Close to exit.