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The Staff Outstanding WIP report is a Time Ledger report that displays outstanding WIP balances, at staff level.
To access reports ensure that the staff allowance can see 'WIP valuations of ime' and 'see cost valuations of Time' are enabled.
To produce a Staff Outstanding WIP report complete the options, order, selection nd columns tabs in sequence. (See report format topic).
To access the Staff outstanding WIP report:
Log into the Time Ledger.
Click Reports.
From the sub-menu select Staff reports
Click Outstanding WIP.
The options screen allows you to define the system constraints to the staff outstanding WIP report. The following options are available:
By selecting as recorded on ledger WIP posting values will be calculated using all the charge rate that was original set for the posting. For example, if a staff member has 3 hours of unmatched postings for December at £20 per hour,and 2 hours in January at £50 per hour then the report will show a total of £160 unmatched.
To display the values of postings as at todays date (using the most current charge rate) then select Revalued as at todays date.
It is recommended that 'as recorded on ledger' is used. This will provide details of actual outstanding WIP charges for the staff.
The Level of detail option relates to the first sort criteria that is selected under the Order tab. On the Outstanding WIP by staff report there are two options:
One line per time account
Each client that satisfies the Selection criteria will be displayed on a separate line on the report.
Include postings
A separate line for each posting will be displayed for each client that satisfies the Selection criteria will be displayed on a separate line on the report.
Place a tick next to exclude lines that are zero to exclude staff members with a zero outstanding WIP balance.
To continue the reporting help topic click the Order tab at the top of the screen, and here for the topic on using the Order tab settings.
Staff reference
Outstanding WIP by staff reference
Reporting Overview
Reporting Format
Recommended reports
Memorised reports