To view a WIP report

1. While on the Document Manager, scroll down to find the Work in Process folder.
2. Open the folder and subfolders until you find the report that best displays the information you want.
3. Click to access the properties for the document.
4. In the Order box, select the order of the report. Once the order is selected, you can specify a range of clients, client groups, partners, managers or year end months.
5. In the To Date box, enter the end of the current active period.
6. Click OK.
7. Double-click to view the report.

Notes

• The Billed column displays which items were marked B by an invoice. These items will no longer appear on the WIP report when you move to the next period.