This Help Article covers:
The Work In Progress Report displays as 3 parts;
Bar Chart - Amount of Unsold Costs by Month for the last 90 days OR selected period.
Summary - Amount of Unsold Costs for the last 90 days OR selected period displayed by the number of affected "Jobs", "Timesheets" and "Invoice Lines".
List View - A list of Jobs with Unsold Costs for the last 90 days OR selected period.
The Work In Progress Report (WIP) displays a list of Labour/Materials that have not been sold
💡 TIP: It is good practice to check this WIP report regularly to identify Jobs that may need Invoicing OR Labour/Materials that may have been booked to a completed Job (the wrong Job).
💡 TIP: Work through and tidy up any Unsold Costs of Completed or Archived Jobs before you start your In Progress invoicing each Month to minimize missing any Unsold Costs.
The list of Unsold Costs displays:
"Unallocated Unsold Costs" - 1st line (if any)
"Job Unsold Costs" - All other Lines identified by Job
⚠️ NOTE: Unallocated Unsold Costs displays Labour and/or Purchases without a valid Job Reference.
The list of Jobs with Unsold Costs can be expanded to view a list of individual Unsold Labour and/or Products by Pressing the Arrow to the right of the Job's line
To display a Work in Progress (WIP) Report (list of Unsold Costs)
Displaying a Work in Progress (WIP) Report (List of Unsold Costs) is done from the Side Menu's Reports Side Tab’s Quick Options.
Quick Flow:
Reports Side Tab
Work In Progress > Select
1. Hover over the Reports Side Tab to display the Quick Options, then Press the Work In Progress option to display the REPORTS: Work In Progress Page
💡 TIP: The REPORTS: Work In Progress Page by default displays a list of Unsold Costs for Jobs “Dates: Last 90 Days”, you can customize the view by Pressing the Refine Filters button, then Selecting from the array of filters, then Pressing the [VIEW RESULTS] button.
To display a list of "Unallocated Unsold Products"
1. Press on the Arrow of the Unallocated Line to launch the Work In Progress: Unallocated popup to view the Unsold Labour and/or Products
2. From the Work In Progress: Unallocated popup, Press [TIDY COST] to launch the UNALLOCATED COSTS Page
3. From the UNALLOCATED COSTS Page you can "Bulk" Select Unsold Labour and/or Products and either;
Mark them NON-BILLABLE - Will cease to display in future Work in Progress Reports, OR
REALLOCATE - Can be re-allocated to a Job where they can be Sold
To display a list of "Job Unsold Products"
1. Press on the Arrow of a Job Line to launch the Work In Progress: Job XXXX popup to view the Unsold Labour and/or Products
2. From the Work In Progress: Job XXXX popup, either:
Press [TIDY COSTS] to be taken to the Job where you can go to Sales & Cost Top Tab and tidy the Costs,
OR
Press [ADD SALE] to create a Sales Invoice on the Job and Sell the Unsold Costs
💡 TIP: To prevent the nuisance displaying of unsold costs of a Job that is not going to be billed, tick the "Flag future cost as non-billable" of the Job's More Section.
💡 TIP: Reports can be Exported as a CSV OR Excel file.
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