Aged Work in Process Report

The Aged Work In Process Report prints work in process by Client-Matter with aging based on the date of the transactions included in the report.  The Last Billing Date is also shown when Client-Matter Detail is chosen.  The Transaction Cutoff Date allows you to exclude Work In Process after a certain date.  When run, the report includes only those transactions dated on or before the specified “through” date that are unbilled at the time you run the report.  The dollars reported reflect any write downs you may have made on time and expenses (even though the transactions have not been billed).  There are various sort orders and summaries available.  This report does not include unreleased or incomplete time.

SORT ORDERS
Client Name
Client-Matter Number
Type of Law
Department
Location
Fee Arrangement
Originating Attorney
Responsible Attorney
Managing Attorney
Project Attorney
Working Attorney
Client Total (descending)
 

OPTIONS
One or All of Sort Order Type
Aging and Transaction Cutoff Date
No Detail, Client Detail or Matter Detail
Transaction Types To Include (Fees, Expenses, Costs, etc.)
Open and/or Closed Matters
Fee Arrangements to Include
List Only the Top XX Client Balances
Various Summary Options
Various Filter Options
    Client-Matter
    Type of Law
    Department
    Location
    Originating Attorney
    Responsible Attorney
    Managing Attorney
    Working Attorney
    Project Attorney
    Billing Cycle

BALANCING WITH OTHER REPORTS
The Aged Work in Process Report, when run as of the current date and including all Transactions, Open and Closed Matters and excluding Fee Arrangement Non-Billable, will balance to the following reports if run at the same time:

Investment Report - Total WIP

Aged WIP by Timekeeper - Total WIP