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

1. Open the Accounts program
2. Click the Utilities icon

3. Double-click the WIP Corrector option

   

How To Bill Outstanding WIP

1. Search for your matter using the Search dropdown and enter 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.
2. Select the bill from the list in the centre of the window.
3. If you wish to bill all of the time, click Bill All

4. To undo the billing, click Bill None

   

5. To bill individual time entries, tick the box under Bill Now against the time in the lower part of the window
6. When you have billed what you need, click Save and Close

7. To cancel any changes you have made, click Cancel and Close

   

How To Write Off Outstanding WIP

1. Search for your matter using the Search dropdown and enter 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
2. 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

3. To undo the write-off, click Write off None, and it will remove the ticks

   

4. You can also click Write Off at the bottom to pick up and write off all outstanding WIP
5. To write off individual time entries, tick the box under W/O Now against the time in the lower part of the window
6. When you have written off what you need, click Save and Close

7. To cancel any changes you have made, click Cancel and Close