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Aged WIP Report

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Location: LEAP Menu > Reports > Operating Account > Aged WIP Report

Purpose: Displays matters’ total aged Work In Progress (WIP) balance as of a specified date, with options to expand for itemised details, filter by draft or finalized invoices, and choose whether to include "Billable – Later Invoice" items.

The report efficiently identifies matters with unbilled professional fee entries, enabling you or your staff to promptly initiate billing or consider writing them off.

Report Trigger: The report will reference all matters for professional fee entries that are yet to be billed on the specified At Date. Therefore, Time and Fee entires that were yet to be billed on the specified At Date are included, even if they've been billed since. The report provides you with an option to include WIP items on draft invoices. 

 
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Important Notes:

  • This report does not include a WIP dated after the At Date.
  • This report is dynamic: if a transaction is added within the date selected, the transaction will alter the results.
  • This report can be scheduled and subscribed to. Please refer to this article for Schedule and Email Reports. 
 
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This report can be downloaded in CSV format, as well as in PDF, Excel and Word.

Filters:

At DateLists all WIP transactions that remained unbilled on the specified date.
Staff 

Includes the following four filters, which work together to refine matters. Only matters that meet all selected staff criteria in their specified roles will be displayed.

  • Inc. Inactive Staff: Provides an option to either include or exclude Inactive Staff Members from the lists of Staff Responsible, Staff Acting, and Staff Assisting.

NOTE:

    • A Staff member is considered Inactive if their Current Staff Member option is togged off under the Access & Permissions in the Staff Details window (Menu > Settings > Application Settings > Firm > Staff > Members).
    • The below three staff lists dynamically update based on the Include Inactive Staff option setting.
  • Staff Responsible: Filters results to include only matters where the selected staff member(s) are assigned as the Person Responsible. All staff members are included by default.
  • Staff Acting: Filters results to include only matters where the selected staff member(s) are assigned as the Person Acting. All staff members are included by default.
  • Staff Assisting: Filters results to include only matters where the selected staff member(s) are assigned as the Person Assisting. All staff members are included by default.
Reporting Group

Filters results to include only matters assigned to any of the selected Reporting Groups. By default, all Reporting Groups are selected.

Include 

Provides options to include or exclude:

  • Archived Matters: 
    • Yes: Includes matters that have been archived.
    • No: Excludes matters that have been archived. 
  • Draft Invoices:
    • No (excludes all items on draft invoices)
    • Yes (includes all items on a draft invoice). 
  • Billable - Later Invoice WIP: 
    • No (excludes items with the status of Billable-Later Invoice)
    • Yes (includes items with the status of Billable-Later Invoice)
  • Non Billable: 
    • No (excludes Not-Billable items)
    • Yes (includes Not-Billable items)
  • Tax: 
    • Yes: Display amounts inclusive of tax.
    • No: Display amounts exclusive of tax.
Exclude Aged Days

Exclude WIP entries that have aged beyond the specified number of days.

Display

Provides the following two display options: 

  • Group By: 
    • None
    • Matter Type
    • Reporting Group
    • Staff Acting
    • Staff Assisting
    • Staff Billed by: Refers to the Staff member who recorded the professional fee entry.
    • Staff Responsible
  • Expand Row Groups: Provides an option to expand all row groups, displaying details of WIP entries.

Report Fields:

Matter No.The matter number.
Client Displays the client(s) on the matter.
Matter DescriptionThe matter’s description.
Date

The transaction date of the WIP entry.

NOTE: This field is only available when the row group is expanded. 

Description

The description of the WIP entry. 

NOTE: This field is only available when the row group is expanded. 

TotalDisplays the following:
  • Total WIP value of the matter as of the specified date. 
  • The value of each WIP when the row group is expanded. 
Aging Periods

Displays the WIP value in one of four columns representing the WIP aging period (e.g., Current, >30 Days, >60 Days, and >90 Days). 

NOTE:

  • The Aging Period refer to the number of days the professional fee entry has remained unbilled since its transaction date up to the At Date. The Aging Period will be updated based on your input for the At Date.
  • Aging Periods catetories can be customized via:

LEAP Menu > Settings > Application Settings > Accounting > Reports. 

Grand Total

Located at the bottom of the table: 

  • The total value of WIP on all the listed matters.
  • Total of each Aging Periods: The total WIP value for each aging period.
 
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Tips on Effects of Creating, Deleting and Undeleting a WIP on this Report

 

In some instances, a user may create a billable/unbilled Time or Fee entry, delete it and subsequently undelete it. In these cases, the report handles these changes as follows:

  • Before deletion, the Time or Fee entry is included in the report if it is dated no later than the specified At Date. 
  • If the same entry is deleted after the specified At Date (i.e., the Deletion Date is later than the At Date), it will still be included in the report but marked as Del with the corresponding Deletion Date. Conversely, an entry deleted on or before the 'At Date' will be excluded from the report. 
  • When the deleted entry is later undeleted, it will still be listed in this report as long as it is dated no later than the At Date.
8/10/2025 8:04 PM
Aged WIP Report
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