Unbilled WIP report by EMPLOYEE

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Unbilled WIP report by EMPLOYEE

Hi

 

I am looking for a way to run a report on unbilled WIP by employees, by client partner.  So across all clients belonging to that client partner, separated by employee and by client.

 

Basically we want to find unbilled WIP from employees that have left our firm.

 

Kind regards

Joanna

 

 

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Re: Unbilled WIP report by EMPLOYEE

Hi @JoannaHD ,

 

Can you confirm what product you're looking for help with?  The Other software board is a bit of a catch-all.  And while from your phrasing I imagine you're asking about one of our practice management solutions, I'm not clear on that at all.

 

(I won't be able to help with a practice solution, just asking the easy question to narrow down your question for other users/the support teams at MYOB.)

Cheers,
Will

MYOB Exo Business Product Specialist

Exo Education Centre| Forum Search

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Re: Unbilled WIP report by EMPLOYEE

Thanks Will, our product is MYOB AE (Accountant's Enterprise).  So there is a Reports tab and then subcategories such as EMPLOYEE and TIME and WIP but I cannot see a report to look up unbilled WIP by employee.  Thanks, Jo

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Re: Unbilled WIP report by EMPLOYEE

Hi @JoannaHD 

 

I'm not sure if you got an answer on this one but if not, it's best to contact support to have a discussion about this as you'll need to either edit an existing report or create a new report.

 

Please contact us on 1300555666 (AU) or 0800949698 (NZ) and select options 2,2,2,4 for Practice Manager support.


cheers,

Kym
Practice Solutions Client Services Analyst
MYOB Australia Pty Ltd
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Re: Unbilled WIP report by EMPLOYEE

Good morning,

In your case I would recommend Wip>Current Wip by client area and not Wip History.
Wip History should only be required if you wish to see all wip billed and unbilled OR Client Summary under wip and debt. The entries are from the date range but the unbilled, written off etc is as at the date and time you run the report.

I hope this is of assistance.

LIz

MYOB Support

Liz
Practice Solutions Product Analyst
MYOB Australia Pty Ltd

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