In this article, we look at how to use a WIP corrector.

To start, head to Utilities > WIP Corrector. 

1. On the Work In Progress Corrector window, enter the Matter number, then click the Find button. That will bring up or filter the client’s bills that have been previously billed, along with any time recordings of the client. 
2. Using the WIP Corrector page, you will be able to allocate the WIP and unallocated WIP, and you can use this page to write off, as well. 

How to Allocate and Un-allocate a WIP

To continue, you’ll notice that we currently have two invoices on the system. And that there are no time recordings that have been picked up or allocated against these invoices. On this page, you'll be able to allocate the time recordings listed below to your bill—that’s in relation to the outstanding time recording as WIP. 

To do this: 

• Select an invoice above and, using the Bill Now column, we can start by ticking the items that we would like to include and bill to our selected invoice. Once done, click Save. These four items will then be allocated to the bill selected. 

How to Write off a WIP

If there is any work in progress that you’d like to write off, you can:

• Use the Write Off Now column and tick the items that you like to write off. 

• Next, you can set a Target WIP by entering an amount of time recording to be able for the system to calculate the WIP target for you. For this example, we’ll type in 200 pounds as our WIP Target, and once done, click the Write Off button. This will find up to 200 pounds worth of WIP, and the system will allocate it, as close as it can, to the 200-pound target rate.   
• Depending on the units that have been picked up or allocated along with the time recorded, these determine if it is under, over, or the exact amount we listed.

Please watch the training video below for a demonstration: