Pending time can significantly change the current WIP totals, some practices may prefer to see all WIP totals on reports and anywhere visible within the software to include this time. Currently there is only one report that will include pending time and it would save having to run a report if you quickly want to just see the totals. (I added this as optional as I am sure some practices will be against this!)
Guest
We regularly experience difficulties in running month-end / quarter-end reports in time and fees when the month-end falls mid-week.
Today for example (30th June) is our month-end but if I run a WIP balance report this will only show time that has been updated from completed timesheets.
What we would like to be able to do is run a Work In progress report at the end of today which shows all time whether updated to the WIP ledger or not. i.e. including pending time/WIP. I note that this is possible when running a billing decision report or indeed when using the on-screen billing function so why not when generating a WIP report.
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Sadly the new screen does not resolve the problem as it doesn't let you refine the selection by Client Manager. This means you have to view all of the clients not just your own portfolio.
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On this new screen I am aiming to make the filter selection remembered for everyone so once selected you would see total WIP including pending WIP every time you access the screen. This should make it convenient for everyone.
It would be good to get your feedback whilst we are working on it. If you would like to be involved please let me know and I would reach out to you and talk you through the planned features.
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I think most firms would prefer to see total WIP time e.g. including pending time as the default position.
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We are currently working on new screen to monitor WIP across multiple clients. It will include show/hide pending WIP option to help you review pending WIP if necessary and allow you to quickly see the totals of WIP and pending WIP or both combined.
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