Overview
You can view the WIP Summary report in your firm directly in ZenCase from the Reports page. This report will show all of the unbilled charges hours and total amounts grouped by billing cycle.
How To View WIP Summary Report
Go to the Reports page by clicking "Reports" from the left navigation bar.
On the Reports page, click "View Report" under WIP Summary.
You will see all of the unbilled charges hours and total amounts created during the current year by default.
You can filter by:
Billing Cycle
Client
Matter
Created At date
Total Value amount
Expense Amount
Fee Amount
Status
Billing Type
Matter Manager
Matter Originator
Click "Settings" in the top right of the table results to turn on and off columns to display.
Click "Export Report" to view your report in CSV or PDF format
Note: Exported data will reflect the table results with any filters applied. Clear filters if you want to view all data.
If you have any questions, please feel free to contact us.