Reports

Reviewing work in progress (WIP) — what's been worked, written off, invoiced, and collected.

Nederlandse versie: /handleiding/rapporten

What is this? Under “Rapportages” (reports) you see how the firm is doing financially at the matter level. The most important report is the WIP report (“OHW”, onderhanden werk): hours and costs that have already been incurred but not yet invoiced. A lot of WIP means work is “on the shelf” without an invoice against it yet. The interface is in Dutch; on-screen names are quoted below.

How to open the WIP report

1. Click “Rapportages” in the left rail.
2. Open the report “OHW”.
3. Per matter you see, among other things: “Dossier”, “Cliënt”, “Verantwoordelijke”, and the amounts “Origineel” (worked at rate), “Afgeboekt” (written off), “Factureerbaar” (billable), “Gefactureerd netto” (invoiced net), and “Geïnd netto” (collected net).
4. Click a matter to drill down into the underlying hours and invoices.

How to use the report in practice

• “Factureerbaar” high? There are hours ready to invoice — go to the matter’s “Facturatie” tab and create a draft invoice (see Time & billing).
• A lot written off? Check the write-off reasons on the matter’s time entries; every write-off has a required reason.
• Invoiced but not collected? Check the payment status of the invoices under “Facturatie”.

What you see in reports is filtered on your permissions: you only see matters and amounts you have access to.