There are a few different reports that can be run to pick up the WIP records or you can print the Case History/Billing Guide by filtering the types or dates:
In the Advanced Report Execution there are various Case History reports, these are in the History folder.
There is one called Fee Earner Profitability that shows the actual against the time done on the file. Additionally, a variant called Fee Earner Profitability â Live Matters Report focuses specifically on current live matters, providing insights into Work In Progress (WIP) and the amounts billed for each case or matter.
You can also pick up the Fee Earner WIP Audit report this is in the WIP folder under Accounts Standard reports folder.
There is an option to be able to put a date range on the Billing Guide in the Proclaim Desktop or the Client Matter Enquiry and then print the time.
The above can be done via the Case History and can be also exported to Excel.- Standard reports have limitations regarding nominal transactions (e.g., Court Fees, nominal code 6000). They cannot show the billed versus paid status for individual nominal transactions because these are posted individually but often paid in bulk without allocation to specific items.
To address these limitations, users can analyze the bill details table to identify billed nominal transactions and any postings (e.g., TCO/BRO) against them. Additionally, customized reports can be created to track individual nominal transactions as billed or paid.