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This screen can be used to set posting conditions for work completed on a job type for a client. For example, for accounts work completed for client A001.
To access the job WIP postings conditions:
Enter the Time Ledger
Click File.
Click Client.
Highlight a client and click View.
Select the WIP tab.
Click Controls and select WIP.
The client WIP postings conditions screen displays.
To view WIP controls ensure either of the staff allowances 'Bar clients\jobs from Time Ledger postings'.
The Job WIP Posting Conditions screen will be displayed. The following fields are available:
Displayed are the client identifier and the client name. For example, client identifier A001 and client name Mr Armitage.
Displayed is the job type and identifier for the client. For example, identifier PTAX and personal tax.
Displayed are options to stop (block) postings being made to a client job:
All types allowed - no restrictions for posting WIP have been set for this clients job.
No further time to be posted - WIP postings cannot be made against the client job. These include timesheet, timesheet corrections, general expenses, general adjustments and opening balances.
Invoices, WIP write offs and credit notes can still be posted against the Time Ledger account.
No further postings allowed - prevents postings being made to the clients job.
If you try to make a posting to a blocked account a message will appear and you will unable to make any postings.
To set a charge premium or discount (WIP) against a job:
Premium (add percentage) - select and add the premium percentage in the field supplied. For example 5.
This will increase the WIP charge by 5% for WIP postings made to this client job PTAX.
Discount (less percentage) - select and add the discount percentage in the field supplied. For example, enter 10.
This will decrease the WIP charge by 10% WIP posting for this client job.
Click on OK to confirm, or Cancel to exit.
Blocking
Premiums (WIP)
Discounts (WIP)
Jobs
Client WIP conditions