{"id":33161,"date":"2021-02-25T18:04:12","date_gmt":"2021-02-25T18:04:12","guid":{"rendered":"https:\/\/support.ospreyapproach.com\/?post_type=pracctice_guide&p=33161"},"modified":"2024-07-10T12:32:52","modified_gmt":"2024-07-10T11:32:52","slug":"work-in-progress-by-time-fe","status":"publish","type":"pracctice_guide","link":"https:\/\/ospreyapproach2022.wireddemo.co.uk\/support\/guides\/work-in-progress-by-time-fe\/","title":{"rendered":"Reports: WIP by Time FE"},"content":{"rendered":"
\n\n

Who is this guide for?<\/strong><\/p>\n

<\/i> Accounts Users<\/strong> and Accounts Supervisors<\/strong><\/p> \n<\/div>\n\n\n\n

This guide will go through the WIP by Time FE report<\/h2>\n\n\n\n

This report shows a summary per matter and per fee earner of all Work In Progress (Unbilled time which shows on the time ledger). Time is attributed to the Fee Earner who posted the time. (See Also Work In Progress)<\/p>\n\n\n

\n
\"\"
<\/figcaption><\/figure>\n<\/div>\n\n\n

<\/p>\n\n\n\n

Filter options<\/p>\n\n\n

\n
\"\"
<\/figcaption><\/figure>\n<\/div>\n\n\n

<\/p>\n\n\n\n

    \n
  • Fee Earner <\/strong>\u2013 Tick this box if you want to show only one or a selection of fee earners. Once the box is ticked all fee earners marked as In Use will appear. You can then tick each one that you want to report on. If you want to see all fee earners, leave the box unticked. <\/li>\n\n\n\n
  • Work Type <\/strong>– Tick this box if you want to show only one or a selection of work types. Once the box is ticked all work types marked as In Use will appear. You can then tick each one that you want to report on. If you want to see all work types, leave the box unticked.<\/li>\n\n\n\n
  • Private or LA <\/strong>\u2013 Leave on ALL for all matters, or select to show only Legal Aid or only Private matters.<\/li>\n\n\n\n
  • Less Than <\/strong>\u2013 Enter an amount in this box if you only want to see matters which have a total WIP value of less than a certain amount.<\/li>\n\n\n\n
  • More Than <\/strong>\u2013 Enter an amount in this box if you only want to see matters which have a total WIP value of more than a certain amount.<\/li>\n<\/ul>\n\n\n\n

    Grouping options<\/p>\n\n\n\n

      \n
    • No Grouping <\/strong>\u2013 This will produce the report in client number order.<\/li>\n\n\n\n
    • Fee Earner <\/strong>\u2013 This will produce the report in client number order, grouped and subtotalled by fee earner.<\/li>\n\n\n\n
    • Work Type <\/strong>\u2013 The report will be listed in client number order, grouped and subtotalled by work type.<\/li>\n<\/ul>\n\n\n\n

      List of columns produced<\/p>\n\n\n\n

        \n
      • Client No\/Matter No<\/li>\n\n\n\n
      • Client Name<\/li>\n\n\n\n
      • Matter Description<\/li>\n\n\n\n
      • Fee Earner Code<\/li>\n\n\n\n
      • Fee Earner Status (solicitor, partner etc)<\/li>\n\n\n\n
      • Work type code<\/li>\n\n\n\n
      • Private or Legal Aid<\/li>\n\n\n\n
      • WIP Credit Limit<\/li>\n\n\n\n
      • Matter LMD (Last Movement Date)<\/li>\n\n\n\n
      • Time in Minutes<\/li>\n\n\n\n
      • Time Value<\/li>\n<\/ul>\n","protected":false},"excerpt":{"rendered":"

        This report shows a breakdown of all WIP (Unbilled time which shows on the time ledger) on the system in client number order. It attributes the time to the Fee Earner who posted the time (the Time FE).<\/p>\n","protected":false},"author":5735,"featured_media":0,"template":"","categories":[112],"tags":[],"class_list":["post-33161","pracctice_guide","type-pracctice_guide","status-publish","hentry","category-using-time-reports"],"acf":{"display_as_dashboard_announcement":false,"announcement_title":"","announcement_type":"New feature","announcement_link_text":"Learn more","announcement_image":null},"yoast_head":"\nReports: WIP by Time FE - Osprey Approach Customer Support & Training | Osprey Academy<\/title>\n<meta name=\"description\" content=\"This guide will go through the WIP by Time FE report\" \/>\n<meta name=\"robots\" content=\"index, follow, max-snippet:-1, max-image-preview:large, max-video-preview:-1\" \/>\n<link rel=\"canonical\" href=\"https:\/\/ospreyapproach2022.wireddemo.co.uk\/support\/guides\/work-in-progress-by-time-fe\/\" \/>\n<meta property=\"og:locale\" content=\"en_GB\" \/>\n<meta property=\"og:type\" content=\"article\" \/>\n<meta property=\"og:title\" content=\"Reports: WIP by Time FE - 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