Work-in-Progress Aging report

Use this report to quickly identify projects with time and expenses that are not getting invoiced on a timely basis. You can see items that have not been billed so that you can initiate billing or write them off. This information is displayed in five aged columns, from Current to Over 120 days.

You can view work-in-progress (WIP) based on original or adjusted amounts. You can drill down to find the specific detail of when the work was performed or the expense was incurred, and by whom.

You can summarize information by billing manager, principal in charge, project type, or department, and drill down to project, phase, and full unbilled detail information.

This report ages outstanding WIP amounts based on the accounting date of the item. Use this report, selecting the Amount type of Billed, to reconcile to the WIP accounts on your Trial Balance report.

Audience

Principal

Project/billing manager

Accounting

CPA

Producing the report

From the > Reports menu, click Project > Work-in-Progress Aging.

Report options

Option	Description
Company	Multi-company only. The report contains information for all companies in your organization, unless you select a specific company in this field.
Project	The report contains information for all projects unless you select a specific project in this field.
Aging as of	The report contains information up to today, unless you select a different date in this field.

Customize options

Option	Description
Report title	You can change the title of the report.
Sort order	Sorts the report by billing manager, project manager, principal-in-charge, project, project type, client, department, or activity type. If you use multi-company, you can also sort by company.
Limit by	Only prints projects associated with the project manager, or principal-in-charge who is producing the report. You can print all projects by selecting No limit. If you use multi-company, you can also limit by company.
Amount type	View WIP based on either spent amounts or billable amounts. Select Spent to view WIP based on the spent amount. Ajera calculates the spent amount directly from your billing rate table to show you the cost of effort expended on a project if you are able to achieve your assigned billing rates. Select Billed to view WIP based on the billable amount, which Ajera calculates from invoice items available to be billed.
Use drilldown	If selected, you can drill down to further detail on the report. If cleared, all information, including the lowest level of detail, prints on the report.
Print customize options on report	If selected, it prints a list of the report options that you select.

Report contents

Column	Description
WIP Outstanding	The total amount of WIP (work-in-progress). WIP is billable time and expenses that have not yet been included on a final client invoice
Current	The amount of work-in-progress which is not over 30 days old
Over 30	The amount of work-in-progress which is older than 30 days
Over 60	The amount of work-in-progress which is older than 60 days
Over 90	The amount of work-in-progress which is older than 90 days
Over 120	The amount of work-in-progress which is older than 120 days.