Skip to main content

Case History Print of all WIP records/ WIP Reports for listing time and showing profitability

A
Written by Antoine Larsen
Updated over 3 months ago

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.

  • 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.

Did this answer your question?