Detailed WIP Report

Modified on Tue, 1 Apr at 12:25 PM

In this article:

Brief Description
Use Cases
Finding and Using the Report
Available Filters
Report Output
Additional Notes

TIP: This report includes information about the responsible lawyer. To learn more about this role in billing, see Understanding the 'Responsible Lawyer' Role in Actionstep Billing.

Brief Description

The Detailed WIP Report provides an in-depth overview of all your work that is in progress. The report displays values for fees and expenses (disbursements) that have yet to be billed.

Use Cases

Use this report to see the amounts that can or will be billed in the future. It shows the value of unbilled fees and expenses by a client, matter, matter type, responsible lawyer, and/or bill type.

NOTE: If you are looking for a report that will show the WIP that was not billed for a time period (including WIP that has since been billed), use the Aged WIP Report.

Finding and Using the Report

In Actionstep, go to Reports > Billing > General.

Then, refer to these articles for help generating and saving reports for future use:

Available Filters

Basic Tab

Date range: This will set the range that the time/fee entries were created on. For example, to see the fee entries that were created in July but not yet billed, enter 1 July in the first box and 31 July in the second.
Timekeeper: Allows you to narrow down the report to show a specific timekeeper or leave at default to show all timekeepers.
Currency: Select the currency you wish to see the results for. (Only displayed if you have multi-currency enabled.)
Group detail by: Choose how you want to organize data in the report—by Date, Client, Matter, Timekeeper, Responsible lawyer, or Entry type.
Sort detail by: Choose how data in the report will be listed—by Client, Matter, Timekeeper, Responsible lawyer, or Entry type.

Advanced Tab

Responsible lawyer: Select the responsible lawyers you want included in the report.
Client: Select the client/contacts you want included in the report.
Matter: Select the matters you want included in the report.
Matter type: Select the matter types you want included in the report.
Billing arrangement: Select the billing arrangement you want included in the report.
Fee types: Select the fee types you want included in the report. Your options include Hourly, Fixed fee, Discounts, Adjustments, or Hourly non-billable.
UTBMS Task: Select the Uniform Task Based Management System (or UTBMS) task codes you want included in the report.
Quick-code: Select the quick codes you want included in the report.
Include inactive/closed matters: Toggle this option to on to include matters that are inactive/closed with unbilled WIP in the report.
Show responsible lawyer summary: Toggle this option to on to include a section that will show the WIP broken down by the responsible lawyer for the matter it is associated with.
Show timekeeper summary: Toggle this option to on to include all timekeepers that have WIP entered within the date range that is still unbilled.
Show bill type summary: Toggle this option to on to include a section that will show the WIP broken down by the billing arrangement type for the matter it is assigned to.
Show entry type summary: Toggle this option to on to include a section that will show the WIP broken down by the entry type.
Show worked vs to bill summary: Toggle this option to on to include a section that will show WIP broken down by entry type and hours worked compared to hours to bill.
Show detail: Toggle this option to on to include specific WIP details in the report. Otherwise, only summary tables will be displayed.

Report Output

Depending on which Layout Options you selected for your report filters (on the Advanced tab), this report can include multiple tables. Each of these tables includes the following data:

For each report, the first column shows data relevant to the report type.
Hours - Worked: Shows the number of hours worked for the time record that is unbilled.
Hours Unbilled: Shows the hours to be recorded for the time record that is unbilled.
Total Unbilled $– Amount: Shows the billable value of the unbilled time record. Note that a time record with the bill behavior of Hide or No Charge may have value but no billable value shown in this report.

Additional Notes

The report only shows the current unbilled WIP as at today's date. For example, if you run the report on 5 August for the date ending 31 July, any WIP that has been billed between the 31st and the 5th will no longer show in the report. The best option for historical WIP reporting is to run the report at the end of every month to keep as a comparable.

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