What is a Work In Progress Report?
The Work In Progress Report
(WIP) is where you will be able to see all of the unbilled time from every user in your firm.
You can use the filters to show the unbilled time by Client, Matter, Responsible Attorney, Practice Area, and Billing Type.
You can also print this report to PDF in the top right corner.
What are Work Categories?
Work Categories are any time-based work, or hourly services, that you charge for. They will be made available to you when creating new Time Entries and will show up on Invoices if a description is not provided. In your Firm Settings under the ...
What is Zola Suite's WIP/AR Trust Report?
The WIP/AR Trust Report in Zola Suite is extremely comprehensive and useful when allocating funds from Trust or an Operating Retainer, but it also serves as an excellent tool to get a detailed look at each of your Matters from a financial ...
What Reports Does Zola Suite Offer?
Are you looking to run reports based on the information you have entered into Zola Suite? If you go to the Accounting section you will notice that Zola Suite offers 4 different sections of reporting: Client Reports AR Aging Summary - The total amount ...
What is the Difference Between “Work Categories/Type” and “Services”?
“Work Categories/Type” and “Services” serve two different purposes within Zola Suite. Work Categories/Types are mainly used for hourly billing, while Services are for a flat fee service. A “Work Category” would be the type of work or task you are ...
How Do I Print the Statement of Account for a Client?
If you have one client with multiple Matters or would like to send your client a listing of everything they owe from each invoice they have, you can print and send them their Statement of Account! Go to the Accounting Section Click on the Reports ...
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