Monthly WIP Adjustments Follow-Up

Use Monthly WIP Adjustments Follow-Up in the Follow-Up submodule in the Tasks module to view and follow up on open jobs that have expenses that have not been adjusted. Monthly WIP Adjustments Follow-Up enables you to recognize revenue at the frequency determined by your agency.

To use Monthly WIP Adjustments Follow-Up, you must have access to Tasks as defined in User Access Rights under Settings.

To view all of the open jobs that have expenses that have not been adjusted to which you have access in your WorkBook system, navigate to Finance & Administration > Month-End > Monthly WIP Adjustments Follow-Up.