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WIP weekly report

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Zenworks Posted: Wed, Aug 2 2006 8:27 PM
Is it possible to run a lawyer WIP, billing and collection summary weekly report?
Antonio Castro System Administrator Law Offices of Carol L. Edward & Associates P. S. 500 Denny Way Seattle, Wa 98109
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The Lawyers' WIP Billing & Collection report is a monthly report...

Having said that, the information on this report is drawn from other reports that in fact can be run weekly or for any time period in increments of days. 

Billable Work - Reports>Productivity>Time Listing - run the Time Listing for the working lawyer or alternately, Reports>Productivity>Time Summary

Billed fees - Reports>Journal>Invoice  - by fee credit lawyer

Fee Adj    - Reports>Productivity>Fee Adjusmtnets - by fee credit lawyer

Fee Write offs - Reports>Journal>Write Up/Down - by fee credit lawyer

Each of the above can be saved as an excel spreadsheet - if that helps - except the Write Up/Down Journal.  You can save the Write Up/Down as 'txt' rather than 'xls' and import into Excel.

Create a Report Group with the above reports and run weekly for a weekly view of the information.

I hope this helps.

Barbara Brown PCLaw and Time Matters CIC BBLaw Inc. Toronto, ON Canada Tel: (416) 301-0825
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