WIP Aging report


The Work in Progress Aging report provides an aged listing of client unbilled time and disbursements.  This information is important for billing purposes because it allows you to view a client’s unbilled transactions to determine which files should be billed.  The report also includes each client’s responsible lawyer, area of law, total funds in regular trust, total funds in term trust and accounts receivable balances.


Print this report as part of your month-end and year-end procedures.


Click Add to Report Runner to add the report to the Automatic Report Runner, enabling you to print the report as part of a report group.

  1. Click Reports, Aging.

  2. Enter the Report date or press Enter to use the current date.

  3. In the Include Transactions From and To fields, enter the date range for transactions to include on the report.

  4. Choose whether to print the report by responsible lawyer, by originating lawyer, or for the firm.

  5. If you are printing the report by responsible or originating lawyer, select the lawyers to include.  You can print the report for a single lawyer, for a range of lawyers, or for all lawyers.  A separate report will print for each lawyer.

  6. Select the range of areas of law to include.  If you do not make a selection all areas of law will be included.

  7. Choose whether to print by major client code, and if applicable, select the range of major client codes to include.

  8. Choose whether to print a Summary report only, or to include a Summary report as well as the detailed report.  Rather than listing clients/matters, the Summary report summarizes work in progress by lawyer for each aging period.

  9. Select Alpha to sort the report by client name or Numeric to sort by client/matter number.

  10. Click View image\view20x20.gif to display the report on your screen, enabling you to export the report and to drill down for more information.  Or, click Print image\print20x20.gif to send the report to your printer.