Work with the WIP list
This article covers how to filter, sort, and manage your WIP list. To bill time entries, refer to the corresponding article .
To see your WIP list, go to Billing > WIP from the left menu bar.
Note
The page is accessible to firm owners, admins, and employees with the Manage invoices access right .
- Team members with View all accounts can see all accounts with time entries. Without this permission, they see only the accounts they have access to .
- Even if a team member has Manage invoices, they will see only the time entries they created unless they also have the Manage time entries permission.
Work with the list
The WIP page lets you manage your time entries by filtering, sorting, and customizing the table to find the entries you need.
At the top of the page, you can see the total unbilled time and the total unbilled revenue. When the list is filtered , amounts are recalculated.
Use the options below to get the most out of your WIP list.
Filter WIP list
Filters help you find specific accounts with unbilled time entries based on certain criteria. For example, you can find all accounts managed by a particular team member or accounts to which specific tags are applied.
To filter your WIP list, click the + Filter drop-down at the top left of your WIP page and select the filter and the parameter:
- Selecting is/in will display accounts with unbilled time entries that contain the value selected in the filter
- Selecting is not/not in will display accounts with unbilled time entries that don’t contain the value selected in the filter
For a full list of available filters, see Available filters below.
Sort WIP list
Click the up-down arrow next to the column header you wish to sort.
Customize columns
You can customize your WIP list in various ways: resize, enable, disable, and move columns to your liking.
- Resize columns: Click and hold the divider between column names and resize it by moving your mouse.
- Choose which columns to display: Click the gear icon at the top right of the table.
Here, you can select the columns you want to be displayed and change their order. You can enable, disable, or move any columns you want, except for the Name and Create invoice columns. After clicking Apply, the table will be rebuilt with the new settings. Click Reset to restore all columns.
For a full list of available columns, see WIP list columns below.
Reference: WIP list columns
The WIP page is fully customizable. You can view the following columns:
| Column | Description |
|---|---|
| ID | The unique client ID |
| Name | The client’s first and last name or the name of their business. Click their name to go to their profile |
| Unbilled entries | The number of unpaid billable time entries |
| Unbilled time | The total unbilled time for the client |
| Billable | The total unbilled amount for the client |
| Create invoice | Click the link on this column to create an invoice for unpaid billable time entries |
Reference: Available filters
| Filter | What it returns |
|---|---|
| Date | Accounts with unbilled time entries that have the Date custom field with a value corresponding to Today, Last week, Last month, Last quarter, Last year, or any custom date you can select using the calendar option |
| Account name | Unbilled time entries for selected client accounts |
| Assignee | Unbilled time entries assigned to selected team members |
| Services | Accounts with unbilled time entries tracked for a certain service |
| Tags | Tags applied to the unbilled time entry. For example, use tags to quickly find all unbilled time entries for clients with missing documents or other activities |
| Pipeline and stage | Accounts with unbilled time entries linked to jobs in or not in one or more specific pipelines. Select one or more stages to further narrow results |
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