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Aged WIP with Recovery

This report summarises Aged WIP information for a selection of clients and projects.

  1. Click Reports view in the left-hand pane.
  2. Click Business in the left-hand pane.
  3. Click Aged WIP with Recovery in the left-hand pane.
  4. The report setup window opens in the main desktop. Select the report options you require.
  5. Using the Report Filters and Grouping tabs, you can use the client list, analysis groups and repeat groups to control which clients and projects are included in the report.
  6. Click Submit to generate the report.

Contents of the Report

Column Description
Client The name of the relevant client.
Project

The project name and the associated percentage recovery rate (at the time of the report's To date).
UB Time Value The amount of unbilled time and/or carry-forwards and journals.
Earning Adj

Earnings Adjustment = Recovery Write-Off + UB Time Value (and/or carry-forwards and journals adjustment at the recovery rate)
UB Expense Value The value of unbilled expenses and outlay.
Adj. WIP Adjusted WIP = UB Time Value – Earnings Adj + UB Expense Value
Billed Amt. Billed Amount = WIP Invoices + Fee Notes + Pro Formas + Write Offs – Credits - Fee Credits
Net WIP NET WIP = UB Time Value – Earning Adj + UB Expense Value - Billed Amt
Aged WIP columns These columns provide Aged WIP amounts in various time periods.
Budget Budgeted Fee

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