Clicking any of the bars or totals in the Work-in-Process widget of the Tabs3 Billing Dashboard opens a Work-in-Process window.

A list of clients with unbilled transactions that make up the total are shown, sorted by Total. The following information is included:

Client The Client ID of the matter.
Client Name The name of the client contact (in Last/First format) associated with the matter.
Work Description The Work Description of the matter.
Fees The total of all Fee WIP for the matter.
Expenses The total of all Expense WIP for the matter.
Advances The total of all Advance WIP for the matter.
Progress WIP The total of any WIP progress billing amounts for the matter. This column is only present if progress billing WIP exists for the displayed period.
Total The total of all work-in-process for the matter. This column is only shown if more than one WIP column is included.

Note: Secure Clients will not be included unless the User ID being used has manager rights or has been assigned access to the secure client.

Clicking on any row in the table will drill down to the Tabs3 Billing Matter Manager for the selected matter.

Depending on the bar or total clicked, the Work-in-Process window may be limited to specific information, including a specific aging period (e.g., 0-30 days), transaction type (All, Fees, or Costs), or Dashboard Filter options (one or more timekeepers, categories, or locations).

The top of the window shows a bar that includes the title of the graph, including the aging period and transaction type. The color of the bar indicates its age, ranging from green for the most recent aging period, to red for the oldest aging period. When all time periods are included, the bar is blue. Below the bar, the applied Dashboard Filter is shown (if any).

Clicking the Print () icon will open the standard Windows Print dialog box to print the current Work-in-Process list.

Clicking the Copy to Clipboard () icon will copy the contents of the table to the Windows clipboard. When using Copy to Clipboard, the table retains some formatting for pasting into other programs.

The Balances as of date and time is shown at the bottom right of the widow. To refresh this date, close the Work-in-Process window, refresh the dashboard, and then click on the bar or total to open a new Accounts Receivable window using the refreshed information.

Note: The work-in-process amounts shown include all clients for which you have rights, unless a Dashboard Filter is applied.