The Detail Work-In-Process Report provides a detailed report of unbilled fee and cost transactions by client. This report can be used as a pre-bill to verify the fee, cost, and payment transactions prior to printing final statements. Billing Notes and Instructions and Beginning and Ending Statement Notes can optionally be included on the report. You can customize the report to exclude certain columns to make the report more readable as well as customize the report width to allow for a larger font. This report has drill-down editing capabilities. The following tabs are available:

Click on the desired tab when appears for information about that tab.

Client Transactions Options Format Sort

Client

Transactions

Options

Format

Sort

Note: When run as a pre-bill, the Detail Work-In-Process Report will only include clients who are billable and have work-in-process transactions. Clients with the Release To Bill and Bill On Demand check boxes cleared will not be included.

Note: Any fees or costs not included in the selection criteria will be indicated as Other WIP in the "Recap" portion of the report.

Note: If the Miscellaneous lines are not showing for all clients, you can use the Specify Width option to print a modified heading section.

The OK button can be used to display the Print dialog box allowing you to print, preview or save the report. When displayed using the Preview option, you can drill down to individual client, fee, cost and payment records allowing you to edit data directly from the Preview window.

The Cancel button can be used to close the Detail Work-In-Process Report window.

The Load and Save buttons are used in conjunction with Tabs3 Billing's report definitions.

See also:   Trust Integration Notes
  Notes About Client Funds
  Notes About Pre-Bill Tracking
  Security Overview
  Tabs3 Billing Sample Reports

Note: The "Client" terminology can be changed in Customization. This terminology is used on all menus, windows, and reports. However, the label "Client" is used in all documentation.