WiP Ledger |
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This WiP Ledger allows the ability to Add a WiP Journal, Write Off/Up, Synchronise and Dispose WiP. The wip ledger also has the ability to print reports and change grid views as desired.
The WiP Ledger top Search section has the following
The following topics are contained in this section - Master Entities, Periods, Customers, Projects, Activities, Expenses and Rates. These topics are configurable in there respective sections.
The add WiP journal button is used to add activities (Time Entry) and expenses to WiP in much the same way that ALLtime does.
On this screen you can select the following information:
If you select the expense option the bottom half of the screen will change from the above screen to the below screen:
The Rest of the Fields are described below:
Once all of this information has been added you can click the save button to add the WiP journal to the system. Please note, the Add Wip Journal option will be disabled if user does not have security (WiP - Journal in the security tree) or the Master Entity WiP Control Accounts has not been configured for the Master Entity.
Write Off/Up WiP This option allows the ability to write off and up a wip journal if required. This option will be disabled and enabled once the lower grid selection is highlighted with a wip journal record with user having the security for such action. Selecting the appropriate relevant radio button for Write Up and Write Off would populate the relevant field as required to enable action required. The write off is used to decrease a wip journal amount while the write up is used to increase a wip journal amount.
Synchronise Wip This option is used to synchronise the wip time and expenses total balance to the General Ledger. This option will be disabled if user does not have security or the Master Entity Synchronise option has not been enabled for the Master Entity.
Dispose WiP Journal This option is used to dispose wip journal for a Customer. This option is only available for non-chargeable Matter and will be disabled and enabled once the lower grid selection is highlighted with a wip journal record that is non chargeable with user having security for such.
Lower Grid View Options There are two grid views available for the lower grid section in the WiP Ledger screen. These are Full Grid and Drill Down View. The
Full Grid This will show on the lower grid section with all the wip journal entries available for the customer selected in one view without having to drill down with all the relevant information available on the grid. When the Full Grid is been used, the left panel View will read 'Switch to Drill-Down View'.
Drill Down View Unlike Grid View, the Drill Down View will show the lower grid section in a drill down mode as indicated with its name. This will then display the section by Matters and enable drill down as required for the Time and Expenses records.
The WiP Ledger section is controlled by security which is maintained at Settings > Security > System Security > enVisual4 > enPractice > Work In Progress
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