This article describes the WIP corrector utility and how to use it within the Accounts section of Unity Practice Management.
General Information
- This utility allows you to write off work in progress.
- The calculated write-off is an automated procedure. The utility calculates the total amount to write off for both profit costs and time.
- The manual write-off allows you to manually specify the amount to write off for either profit costs or time.
How To Access WIP
- Open the Accounts program.
- Click the Utilities icon:
- Double-click the WIP Corrector option.
How To Bill Outstanding WIP
- Search for your matter using the Search dropdown and entering your criteria, then click Find.
- If more than one matter appears in the upper part of the window, click to highlight the one you require.
- Select the bill from the list in the centre of the window.
- If you wish to bill all of the time, click Bill All
- To undo the billing, click Bill None
- To bill individual time entries, tick the box under Bill Now against the time in the lower part of the window.
- When you have billed what you need, click Save and Close.
- To cancel any changes you have made, click Cancel and Close.
How To Write Off Outstanding WIP
- Search for your matter using the Search dropdown and entering your criteria, then click Find.
- If more than one matter appears in the upper part of the window, click to highlight the one you require.
- Click Write off WIP to write off all outstanding WIP. It will tick the W/O Now box against all the WIP entries in the lower part of the window.
- To undo the write off, click Write off None, and it will remove the ticks.
- You can also click Write Off at the bottom to pick up and write off all outstanding WIP.
- To write off individual time entries, tick the box under W/O Now against the time in the lower part of the window.
- When you have written off what you need, click Save and Close.
- To cancel any changes you have made, click Cancel and Close.